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In the event that your client needs additional sessions, this can be requested via the Quick View page. An extra sessions request is sent to the clients' employer (our customer) for review. Extra sessions requests receive an outcome (approved or declined) within 8 business days.

Extra session requests are submitted to the clients' employer (our customer) for review. When making a submission, the clients' first name, last name and position are shared with the employer. No details of the type of EAP service or case file information is shared with the customer. Both you (the consultant) and the client receive the outcome email.

Submitted extra session requests can take up-to 8 business days for an outcome. Do not contact Converge within this time for an update on the status of the Extra session request. We also request that you refrain from rebooking or suggesting a future session time with your client until you have received the extra sessions outcome.


Step 1: Access Quick View

Login to the portal and make sure you are in the Quick View section, which can be selected from the left menu. For more information about accessing Quick View, click here.


Step 2: Find your client

If your client does not have an upcoming session, find the client in the “Recently Completed” section of the Quick View page. If you can’t find your client, you can search for the client by following the instructions for searching here.


Step 3: Click “Rebook” and request extra sessions

  1. After you’ve found your client / last appointment, click the blue “Rebook” button on the right side of the page.

  2. Make sure you review the total sessions the client has. If the request you make will bring the total sessions to 12 or over, after completing these steps, you’ll need to review “Extra Sessions: Clinical Review” guide.

  3. Then, on the pop-up click “Request Extra Session”

 

Important:

Clients can have a total of 12 sessions per 12 months from the date of the first session without clinical review. Should the total available sessions count be 12 or more including your request and all previous sessions, you’ll need to complete additional steps after completing all the steps in this guide. Once completed all steps in this guide, continue to Extra Sessions: Clinical Review guide accessible here.


Step 4: Complete the Extra Session form

  1. Select “Consultant” as the requestor

  2. Enter the required extra sessions for review (this is usually 3)

  3. Click the calendar icon and select today’s date for the date of request

  4. Complete the remaining two questions about the goals and referral pathway

  5. Click “Submit Extra Sessions Request” button


Next Steps

You’ve now completed an extra sessions request in Quick View.

As mentioned in step 3, if your client will have 12 or more sessions in total, including your request, you’ll need to follow additional steps in Extra Sessions: Clinical Review Extra sessions - Clinical Review

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