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.