This is a simplified version of the Completing an appointment (Quick View) guide. For more detailed information about each step, view the above linked guide.
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It should take you 1-2 minutes to complete this process. You should complete an appointment during your 10 minutes admin time between appointments (each Converge Appointment is 50 minutes + 10 minutes admin = 60 minutes. |
Watch the video or view the Quick Guide below:
Step 1.1️⃣
Login to Phoenix
Login to the Phoenix portal (phoenix.convergeint.com)
2️⃣
Step 2. Find your incomplete appointment listed
In the Quick View page, find appointment listed in the “Appointments not started” section.
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If the appointment is not listed, try checking the “In Progress” section or Use filter tool to search |
3️⃣
Step 3. On the listed appointment, click “Commence”
When you find the listed appointment, click “Commence” button to commence the session. If the appointment is listed in the “In Progress” section, click “Resume”
Click “Proceed to commence appointment”
4️⃣
Step 4. Page 1 of 3: Note taking page
You’ll now see the optional note taking page. If you are a Converge Partner or Employee, you need to enter your notes here.
If you are an external consultant (not a Partner or Employee) you don’t need to provide your notes.
Once completed, click “Next” at the bottom right
5️⃣
Step 5. Page 2 of 3: Client outcomes (multiple choice questionnaire)
Click “Yes” on the first question (“Pre-Populate Issue Category and Description with Most Recent Information?”)
Then, fill in the multiple choice questions further below.
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If it’s session 1, you’ll need to complete the questionnaire and all questions. If it’s session 2 or later, complete all mandatory questions (with an *). |
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Need more help with the questionnaire? View this guide: Client Observed Issues & Issue Questionnaire explained |
6️⃣
Step 6. Page 3 of 3: Consultant sign off
Read the information written on the page. Once you sign off the appointment, you can’t amend the data you’ve submitted.
Click “Consultant sign off” button when completed.
You’ve now completed an appointment
You’ll be returned to the Quick View page to complete any other appointments.
Your completed appointment will drop down to the “Appointments recently completed” section, where you can click “rebook” if you need to schedule the next session.
Need more information?
If you need more information about completing an appointment, view the full version guides below:
For 1st sessions: Completing an appointment (1st session) via Quick View
For 2nd and subsequent sessions: Completing an appointment (Quick View)