Case Note Requests - Associates & Partners
Consultants are expected to maintain adequate case notes for every EAP Client. It is important that session notes reflect the parameters of our service. Only that which is client reported should be noted alongside strategies provided, homework and any Consultant/Client follow up agreed upon. Please do not use diagnostic language or provide any commentary that may be viewed as professional opinion. There is a high frequency of requests for case notes in the EAP space from clients, third parties and subpoena requests which is managed by privacy@convergeintl.com.au.
Click here to view Converge’s Privacy Policy that is shared to clients.
Should you receive any request for your CVI case notes, immediately contact privacy@convergeintl.com.au before proceeding.
As an associate/partner with us, you have no contractual obligation to use our case note system on Phoenix. However, if you would like to, please refer to https://convergeintl.atlassian.net/wiki/spaces/ALL/pages/123076609
Sending case notes
If you manage your case notes externally, the Privacy team will request that you review them before they are ready for release. Converge International uses a file sharing platform called ShareFile. It is imperative that we use a secure file sharing system when sending and receiving highly sensitive and confidential information, pertaining to customer case notes. The request for case notes will be sent in an email with a ShareFile link for you to upload.
Step 1: Click on the link
To continue, you will need to fill out the below details.
Email
First Name
Last Name
Company
Press Continue
Step 2: Upload the case notes
Upload the case notes by dragging the files from your folder or pressing browse files to open your folder.
Once uploaded, press upload
Note: PDF is preferred