Adding Activities and Capturing Case Notes

In each instance where a customer has requested a Rapid Response Service via Converge (i.e., a referral), a Customer Program (CP) number will be established.  This is an alphanumeric number which identifies this as being a ‘parent case’.

Each service delivery under the CP is referred to as an Engagement (E) and has an alphanumeric number which identifies this as being a ‘child case’.

Depending on the nature of the referral and the service delivery requirements, there may be one or more ‘Engagements’.

Example, an ‘Engagement’ may be:

• An onsite session

• A phone-based session

• A video-based session

• A follow-up service (phone-based check-in call)

Under each Engagement, service delivery ‘activities’ are undertaken, which can be:

• Group sessions

• Individual (one-on-one) sessions

• Walk-the-floor sessions

All clinicians are required to accurately add all ‘activities’ and their associated case notes utilising the Universal Case Management (UCM) system with Converge for each booked Engagement.

Engagement - how to add activities and write case notes

To commence capturing activities for each Engagement, firstly view the job and then select ‘Capture Activities (Conduct)’

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The user will then be navigated to a subsequent screen titled ‘Capture Activities’ and where activity choices are accessible.

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Please refer to the below guides for how to add activities and capture case notes for each Engagement:

Adding a Group Activity and Writing Case Notes

Adding an Individual (one-on-one) Activity and Writing Case Notes

Adding a Walk-the-Floor Activity and Writing Case Notes

Booking an Initial Follow-up Service for Individuals

Recording No Uptake of Service

Adding Additional Service Delivery and/or Travel

Concluding the Engagement

Booking Subsequent Follow-up Services (for individuals)

Additional Features