This guide provides information on how to rebook an existing client for practice admin’s and managers via Classic View.
Step 1: Navigate to your consultants' profile
As a practice manager, you’ll need to sign into your practice manager account and then navigate to your consultants' profile. After logging in:
From the left menu, select “Consultant Search” and find the consultant from your practice.
If your practice has plenty of consultants, use the search bar in the Consultant search.
When you’ve found the consultant you want to action from, click the consultant name.
Step 2: Find the appointment to complete
Next, go to the consultants' Calendar and find the appointment.
In “My Calendar” navigate to the date and time of the appointment in the calendar and then click the appointment.
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Step 3: Use the task filter
Next, on the appointment page, navigate to the “Task filter” and from the task filter list, select “Review & Start Appointment”.
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If you don’t see “review and start “Review & Start appointment (reviewReview)” in the task filter, you may see “disclaimer”“Disclaimer”. If you see disclaimer, skip to step X5 |
Step 4: Commence appointment
On the next screen, scroll down pas the appointment summary until you reach the “Status of Appointment” section.
From the “Appointment status” drop down menu, select “Commenced” to confirm you want to commence the session
From the “Update client details section, click “No”
Next, click “Proceed to Commence Appointment” button
Step 5: Task filter - Disclaimer
You’ll now be brought back to the appointment page and the task filter.
In the task filter, find and then click “Disclaimer (conduct)” to proceed
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The disclaimer option only appears in the task filter for the 1st session. If you are completing the 2nd or subsequent session, you can skip the disclaimer steps - skip to step X7 |
Step 6: Disclaimer
Next, you’ll be taken to the disclaimer page. Tick the three disclaimer check boxes then click “Next page” button.
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The Privacy Statement, Informed Consent and Introduction Checklist are provided to the client during their intake. You don’t need to present these to the client, however as you are completing the appointment on behalf of Converge, you’ll need to tick these three boxes. |
Step 7: Task Filter - Client Outcomes
You’ll now be brought back to the appointment page and the task filter.
In the task filter, find and then click “Client Outcomes” to proceed.
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If you aren’t taken to this appointment screen, you may be taken directly to the next step in this guide. |
Step 8: Client Outcomes
Next, you’ll be brought to the “Client Outcomes” page, where you can optionally add notes for the case. If you choose to use the Converge note taking system, place your session notes in the appropriate text fields on this page. Using the converge note taking system means that Converge will manage all client data relating to this appointment.
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If you use and store your own notes on your own device or system you have, ensure it complies with data security, including restricting access, password protection / encryption and frequent encrypted backup solutions, as stipulated in your contract with Converge International. You must be able to retrieve notes stored on your own devices or systems when requested by Converge, including for legal purposes (for example when subpoenaed). |
When you have completed entering the notes from your session, or if you are not using Converge’s note taking system, click the “next page” button to proceed.
Step 9: Task filter - Capture issues
You’ll now be brought back to the appointment page and the task filter.
In the task filter, find and then click “Capture issues” to proceed.
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If you aren’t taken to this appointment screen, you may be taken directly to the next step in this guide. |
Step 10: Capture Issues
On this page, you’ll be presented with “client observed issues' and “issues questionnaire” “Issues Questionnaire” sections which have multiple choice questions.
For the first question “Default primary issue category and description?” select “Yes” to pre-fill some of the sections below.
This page and the questions within it are mandatory.
Click Next Page when done.
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You must complete the questions as accurately as possible. If a question is not relevant or applicable to the appointment, select “no”, “don’t know” options. |
Step 11: Consultant Sign Off
Next, you’ll be taken to the “Consultant Sign off” page.
This page has a check box which must be ticket before being able to complete the case notes and close the session. Review the information panel and click “Complete Case Note” when you have completed this section. This will complete the appointment and close the appointment, ready for payment.
