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.

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

1. To continue, you will need to fill out the below details.

   1. Email

   2. First Name

   3. Last Name

   4. Company

2. Press Continue

 

 

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Step 2: Upload the case notes

3. Upload the case notes by dragging the files from your folder or pressing browse files to open your folder.

 

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