As a Consultant Partner of Converge International, you have a unique arrangement for scheduling, payments and bookings.
Scheduling
Your schedule with is a set amount of hours per week, as agreed between you and Converge. For these hours, Converge International will compensate for all agreed hours in your “Open Calendar”. You may also have an “Ad hoc” calendar which is paid at a different rate and reserved for use when and if needed, which also requires approval from the People Assist Admin team and/or a clinical manager.
Booking appointments
When rebooking your clients, they must be rebooked according to the Open Calendar rebooking guide, linked below. Only select “Manual” booking or “Retrospective” options when instructed by the People Assist Admin team or a Clinical Manager. See the “Key contacts section” near the end of this guide for contact details of the People Assist Admin and other teams.
Rebook an existing client (Open Calendar)
As per your contract with Converge, you are to rebook all clients into your Open schedule as priority. Only manually book clients into your ad hoc schedule after receiving approval from the People Assist Admin team and/or a Clinical Manager. Repeated failure to comply with this arrangement is a breach of your contract with Converge and can result in suspension or termination of your contract.
Customer online booking portal (self booking)
Your client can also rebook with you directly via the self booking portal. Ask your client to book using the booking portal site (https://portal.converge-online.com) or via the Converge App. If they haven’t used the portal before, they’ll need the Organisation code which can be obtained from their Organisation’s People or HR portal.
When a client views their appointment and appointment history in the portal, they can also rebook with the same consultant (you) for subsequent sessions and can see availability of your schedule to book themselves. Note that clients can only see your “open calendar” appointment times.
For more information view this guide: Positioning the online self booking portal.
Billing and invoicing
How we process payments for completed sessions
Payments are scheduled to be released from the 1st of each month for work completed the prior month.
Ensure you complete all appointments in the Quick View page before the end of the month to avoid delays or issues with payment.
When you complete an appointment (by clicking commence and completing the appointment) it indicates to the system that you have completed work for that appointment, allowing us to then proceed with including that appointment in your end of month reconciliation. We reconcile your account and email you a remittance summary of this on the last day of each month based on your completed appointments.
Completing an appointment (Quick View)
Key contacts
Here’s the key teams to contact at Converge International and what to contact them for:
Reason | Converge Team | |
|---|---|---|
Personnel changes, away time, blocks to calendar, scheduling issues | People Assist Admin team | |
Login issues with the Phoenix portal | APP Support team | |
Changes to your contract or products | People Team | |
For creating the 1st booking with new clients & any queries from clients | Customer Service | |
For troubleshooting, help & guidance in the Phoenix portal and anything else | User Support Team |
Further reading
For more information about using the Phoenix portal and quick view, see this guide: Getting started with Phoenix - Consultant Partners