Requesting extra sessions

Owned by Christopher
Last updated: Sept 03, 2024 by Jessica
3 min read

This guide is for all Consultant engagement types

Before you begin: Important information

In the event that your client requires extra sessions, this can be requested via the Quick View page. An extra sessions request is sent to the client’s organisation for review. Standard extra sessions requests receive an outcome (approved or declined) within 7 business days.

Please keep in mind that your client may be eligible for a new Assist Case instead of extra sessions. Please check with the Clients Services team. New Assist Cases are available for a new issue (depending on the contract we have with the employer), or after 12 months. Raise a support ticket with User Support if you are unsure.

Step 1: Access Quick View

Login into the portal and make sure you are in the Quick View section, which can be selected from the left menu.

Step 2: Find your client

If your client does not have an upcoming session, find the client in the “Recently Completed” section of the Quick View page. If you can’t find your client, you can search for the client by following the instructions here.

Step 3: Click “Rebook” and request extra sessions

  1. After you’ve found your client, click the blue “Rebook” button on the right side of the page.

  2. Check the total sessions used. If you reach the clinical review threshold, you will receive a notification to complete a clinical review. See the Extra Sessions: Clinical Review guide.

  3. Then click “Request Extra Session”.

 

Step 4: Complete the Extra Session form

  1. Select “Consultant” as the requestor.

  2. Enter the number of requested extra sessions. Use the entitled sessions as a guide.

  3. Click the calendar icon and select today’s date for the date of request. Do not type in the date.

  4. Complete the remaining two questions about the goal and referral pathway.

  5. Click the “Submit” button.

  6. Scroll down and click the “Confirm” button.

Next Steps

You’ve now completed an extra sessions request in Quick View.

As mentioned in step 3, if your client’s sessions exceeds the clinical review threshold, including your request, you’ll need to follow additional steps in this guide: https://convergeintl.atlassian.net/wiki/spaces/ALL/pages/107642882

To view the status of an extra sessions request, use this guide: https://convergeintl.atlassian.net/wiki/spaces/ALL/pages/108527619