| Note |
|---|
This guide is for Telehealth Associates with Telehealth “Open” schedule & Ad-hoc schedule arrangement only. Please note- only Converge Admin staff have permission to edit your schedules, please DO NOT edit your schedules on the Phoenix system. All edits must go through a strict approval process. Please email people.assistadmin@convergeintl.com.au if you need anything changed in your schedules. |
...
| Info |
|---|
The Phoenix portal is compatible with our preferred web-browsers Microsoft Edge and Google Chrome on both Mac and Windows PC’s. The portal does work with other browsers including Apple Safari and Mozilla Firefox, however it is not tested with them. If you have any issues with the portal, use one of our preferred web-browsers mentioned above. |
Adjusting your browser settings
We recommend you adjust your browser zoom settings to best view the Phoenix portal page.
...
Quick View is split into three sections:
Appointments Not Started
Which contains all upcoming appointments and appointments which have not been started yet
Appointments in Progress
Contains all appointments which have been commenced but not completed / closed
Appointments Recently Completed
Contains all appointments recently been completed, cancelled or marked as no show
Your appointments will be placed in one of the three above mentioned sections, depending on the status of the appointment. On the right side of the appointment in all three sections is the blue “Rebook” button which lets you quickly rebook the client.
...
Your Telehealth arrangement
As you have agreed with Converge to commit to a set of open slots, this indicates short-notice availability for new and existing appointments which the client services team can book directly in your diary. This will complement any existing ad-hoc schedule you have with Converge.
...
| Note |
|---|
As part of this agreement, you must rebook existing clients and new clients into your “Open” schedule using the guide mentioned in the “Quick View guides” section of this knowledge base article ( Rebook an existing client customer (Telehealth Clients - /Open Calendar)). |
| Info |
|---|
If your “Open” schedule is over-capacity or the client was initially referred in your ad-hoc schedule, you can book clients into your “Ad-hoc” schedule using this guide Rebook an existing client: Ad-hoc Associates. As mentioned, you should only rebook clients into your Ad-hoc schedule when your Open schedule is over-capacity. Converge is able to monitor these schedules and may provide feedback to you if you are not adhering to this requirement. |
...
View guidance for rebooking an existing client into your Open Schedule: Rebook an existing client customer (Telehealth Clients - /Open Calendar)
In some circumstances (such as high risk clients or client requesting in-person session) you may rebook your client into your Adhoc schedule: Rebook an existing client: Ad-hoc Associates - see the note below:
...
Reason | Team | |
|---|---|---|
Calendar scheduling enquiries (break periods & changes in hours), annual & personal leave & supervision enquiries | User Support Team | |
For login issues, troubleshooting, help & guidance in the Phoenix portal and anything else | User Support Team | |
For creating the 1st booking with new clients & any queries from clients | Customer Service | customerservice@convergeintl.com.au or for urgent enquiries, call 1300 687 327 |
Changes to contract and profile (contact details, address changes, banking details, specialties, etc.) | People, Culture & Learning team |
FIT Survey
https://convergeintl.atlassian.net/servicedesk/customer/kb/view/116654121