Once you have selected the 1:1 button you will be taken to the screen to complete your stats entry.
Step 1: Complete all 1:1 entry fields
The session date will be automatically populated to the date of your scheduled visit.
Customer Name
Contact Number
Email
Reported Issue Category
You will now be required to select both an Issue Category and Issue Type. This aligns with how we report on other services such as EAP and will allow our customers to compare data more accurately between services.
If you are a consultant that has used the previous system and issue structure to enter stats and you have any queries relating to the new structure, please contact your Onsite Clinical Team Leader.
Reported Issue*
Session Case Notes*
With the introduction of tablets and the OSA, entering case notes has been made easier for you with a free text box made available to input all case note details. To ensure the quality of case notes across Onsite Wellbeing Support, we have put together a template and example of what details to include in your case notes.
Please ensure to include the following within the “Session Case Notes” text box.
Case Notes Template
What are the issues the client presented with?
Session case notes
Interventions
Goals, Actions & Homework
Mental health risk assessment completed? Y/N (and comments)
Referral options discussed
For a more detailed guide on completing your case notes, please refer to the Consultants Case Notes Guide
Referral Options*
Please select ‘referred to EAP’, referred to others' or ‘not referred’
Final checkboxes*
At the start of a 1:1 session with a new client, it’s important to ensure that the client has read/ signed a copy of CVI’s “Client Information & Privacy Consent Form” which includes:
Informed consent: Explaining confidentiality, impartiality, non-advocacy and privacy information
Introduction Check List: Includes explaining the parameters of the 1:1 service as being short-term solution-focused support
In your case notes, please tick each of these 3 sections:
✅ Privacy Statement Provided
✅ Sign Off Informed Consent
✅ Introductory Check List Completed
Duration*
Please ensure to include the time it takes to complete your stats in the total duration time. For example, if your session was 45 minutes in duration, please round up to the full 1 hour to incorporate your admin time.
Step 2: Save stats entry
Once you have completed all required fields, select the Save button in the bottom right-hand corner of the screen.
You can select the Back button at the bottom left-hand corner of the screen to go back to your engagement.
Next Steps:
After viewing this guide, you might find these guides helpful:
You can access all guides relating to Onsite Wellbeing Support by clicking the Onsite Wellbeing Consultant Support via Consultant Support - Converge International
If you are unable to complete any of the below procedures, you can also raise a support ticket with user support via the same link and someone from the appropriate department will assist you with your request.