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Work delegation

Description

Benefits

Work delegation Option 1

Your administration or management team continue to be responsible for all aspects of Converge work; including Rebooking, Completing appointments, requesting extra sessions, etc.

Each Nominee has their own login username and password which is accessed and managed by your admin/management team and work is completed in the simplified Quick View.

  • Your admin centrally complete all appointments and manage all nominees centrally

  • Improved and simplified processes in Quick View

Work delegation Option 2

Your practice can delegate work to your Nominee (clinician).

Your Nominee(s) login to their own account and use the simplified Quick View process. Each nominee manages their own login details.

Your practice can have an overview of all clinicians via the existing practice login using Classic View.

  • Your Nominee will handle all client data; improving security and privacy for the client

  • Your Nominee will have their own login and complete work themselves in the portal

  • Improved and simplified processes in Quick View

When work is delegated to the Nominee (Work delegation option 2), your practice will be able to reduce the amount of people who have access to client data and outcomes of appointments (part of completing an appointment is indicating the client outcomes) as only the Nominee will be entering this data.

Info

Remember, each appointment is 50 minutes long, plus 10 minutes admin time = 60 minutes. This 10 minutes admin time is more than sufficient to complete the appointment and rebook the client when using Quick View.

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Verification codes
When choosing work delegation option 1, your practice will receive all verification codes by email. However if you do not want to rely on emails for verification codes, Converge can also add a mobile number to your Nominee profile(s) to receive the verification code - let us know during the induction process if you’d like this.

How notifications are managed with delegated logins

...

Type of notification

Nominee

Practice

New client referrals from Customer Service and their 1st appointment booking(we ask if the practice can take a new Adhoc client)

(error)

(tick)

2nd and subsequent appointmentsNew appointment bookings

(tick)

(error)

Cancellations

(tick)

(error)

Modifications to appointment (new time, date)

(tick)

(error)

Rebooking’s (made by anyone)

(tick)

(error)

New client and 1st booking (for practices with Open telehealth schedules only)

(tick)

(error)

Invoices (and RCTI’s)

(error)

(tick)

...

In both work delegation options, the Practice will still continue to be able to login using their existing Practice Admin login and be able to see all Nominee’s work and appointments via Classic View.

Each nominee user name is a numbered email address ending at convergeintl.com.au - these email addresses are placeholders for your username and not actually in use.

How is training delivered?

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