Begin Entering Stats
Begin Entering Stats
Mandatory fields that must be completed will be noted with a * symbol. This is to ensure that the data is accurately represented on customer utilization reporting.
Consultants are expected to complete all statistics to an acceptable standard on the day of the scheduled visit. This requirement is in line with our customer service delivery KPI’s and will be monitored by CVI. If you cannot complete your stats in this timeframe or within 24-48 hours after your session, please advise your Onsite Clinical Team Leader or the Onsite Operations team as soon as possible.
Step 1: Entering stats via Quick Activity Button
Select Quick Activity button located in the right-hand of your active engagement
Select item you would like to enter in stats for
Step 2: Entering stats via engagement list
Select engagement via engagement list
You will be taken to the next screen which will display buttons for each stats type
Select item you would like to enter stats for
Next Steps:
After viewing this guide, you might find these guides helpful:
You can access all guides relating to Onsite Wellbeing Support by clicking the Onsite Wellbeing Consultant Support via Consultant Support - Converge International
If you are unable to complete any of the below procedures, you can also raise a support ticket with user support via the same link and someone from the appropriate department will assist you with your request.