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.
Next steps
Proceed by ticking the three disclaimer check boxes and click “Next” to proceed with the remaining 3 pages for completing the appointment.
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.