When completing the 1st appointment with a customer of Converge International, you’ll be asked to complete the disclaimer page, which is the 1st of 4 pages when completing the 1st appointment.
On the disclaimer page, you’ll be presented with three checkboxes to tick: Privacy statement provided, Sign off of informed consent and Introduction checklist completed.
Where are the three disclaimer forms?
When the customer initially registers with Converge International for EAP services via Online Booking or when speaking to a CS team member over the phone, we’ll present and ask the customer to agree or verbally agree to these three disclaimers before proceeding with creating an assist case and linked appointments.
Do I need to present the forms?
As a result of the above section, you do not need to present these disclaimers to the customer and you don’t have to ask them to agree to proceed either.
You will however, need to tick the three checkboxes as you are completing the appointment on behalf of the Converge International and these disclaimers must be documented as being agreed to in the saved case file which only you access when completing the appointment.
If you have your own practice which has it’s own Privacy statement or if you are an external consultant who keeps the customer notes on your own device or own premises, you may to present the customer with your own privacy statement (runs in parallel to the Converge one the customer has already agreed to) which outlines how their data (notes from the appointment) is handled and managed.
For simplicity, enter the notes into the appointment when completing it in the Phoenix portal and then securely destroy the notes stored on your device. Converge will then manage the customer data and notes.
Next steps
Proceed by ticking the three disclaimer check boxes and click “Next” to proceed with the remaining 3 pages for completing the appointment.
Follow this guide for completing the remaining steps after clicking Next: Completing an appointment (Quick View)
If you have further questions, please raise a support ticket with the User Support team here. Do not call the Customer Service Line for support with this issue.