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

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How-to articles

Owned by Christopher

Aug 16, 2023

1 min read

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