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Getting started with Phoenix: Ad-Hoc Associates
Completing an appointment (Quick View)
Client Observed Issues & Issue Questionnaire explained
Extra sessions - Clinical Review
View the status of an extra sessions request
Requesting extra sessions
Teams and Zoom modalities explained
Adding notes to a closed appointment- External
View a clients' session count (Quick View)
Browser options and Phoenix troubleshooting
Feedback Informed Treatment (FIT) Survey
Completing an appointment (1st session) via Quick View
Edit an appointment (Quick View)
Viewing & adding case notes (via Quick View)
Important Contacts - External
Rebook an existing customer (Telehealth/Open)
Ad hoc and open schedules
Getting started with Phoenix: Telehealth Associate
Online booking portal information for Consultants
Cancel an appointment with more than 24 hrs notice (no charge)
Cancel an appointment with less than 24 hours notice (with charge)
Use filter tool to search
Rebook an existing client: Ad-hoc Associates
When rebooking I see a message: "Please select appointment location" error
The time I’m booking is different for the client
Getting started with Phoenix: Converge Partners (CP)
Converge Partner Information
Ad hoc schedule information
Rebook an existing client: Practices / Classic View
Completing an appointment: Practices / Classic View
Mark an appointment as "No Show" in Quick View
Using manual booking when rebook with me is unavailable: Employees
Getting started with Phoenix: Employees
Requesting extra sessions: Practices / Classic View
How-to articles
Extra Sessions - Clinical Review: Practices
Incorrect case notes
New Phoenix Portal URL
Transferring Appointments
Access Quick View
Phoenix Login issues and support
Migrating all case notes from another assist case
Accessing converge services remotely (BYO Device)
Billing and invoicing, RCTI payment timelines
Working with an Adhoc and Telehealth schedule
Incomplete (outstanding) appointments
Manual booking into Telehealth (Open) schedule
Ending Telehealth (Open) schedule / arrangement
Rebook a client (employees)
If you are unwell or need urgent time away
Daylight Savings and Phoenix
Case Note Requests - Associates & Partners
Rebooking for Converge Partners
Simplified guide: Complete an appointment
Enable Quick View for your practice
Finding First Appointment Calendar Type
Adding Leave Breaks/Blocking Phoenix Diary
Recently Changed Office Address
Password requirements for Phoenix
Clear your browser Cache
If you are unwell and require schedule block
View customer contract information
Updated Customer and Client terminology
Online Booking Portal Guide for Consultants
Disclaimer page (1st appointments)
Managing your appointments and timekeeping
Changing the email linked to your Phoenix account
Access video appointment links manually
External referral for Customers
Troubleshooting: Observed issue not valid
Setup your MFA account (Employees)
Setup your MFA login (Associates)
Authorised contacts in Phoenix
Amending customer details in Phoenix
Session count
Multi factor authentication for Practices
Authenticator Applications for MFA rollout
MFA activation not working
Important Contacts - Internal

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Owned by Christopher

May 19, 2023

1 min read

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