Simplified guide: Complete an appointment

Owned by Christopher
Last updated: Apr 19, 2024
3 min read

This is a simplified version of the Completing an appointment (Quick View) guide. For more detailed information about each step, view the above linked guide.

It should take you 1-2 minutes to complete this process. You should complete an appointment during your 10 minutes admin time between appointments (each Converge Appointment is 50 minutes + 10 minutes admin = 60 minutes.

Watch the video or view the Quick Guide below:

Complete Appointment Quick Guide.m4v

 


Login to Phoenix

Login to the Phoenix portal (phoenix.convergeint.com)


Find your incomplete appointment listed

Step One.png

  1. In the Quick View page, find appointment listed in the “Appointments not started” section.

If the appointment is not listed, try checking the “In Progress” section or Use filter tool to search


On the listed appointment, click “Commence”

  1. When you find the listed appointment, click “Commence” button to commence the session. If the appointment is listed in the “In Progress” section, click “Resume”

  2. Click “Proceed to commence appointment”


Page 1 of 3: Note taking page

  1. You’ll now see the optional note taking page. If you are a Converge Partner or Employee, you need to enter your notes here.

    1. If you are an external consultant (not a Partner or Employee) you don’t need to provide your notes.

  2. Once completed, click “Next” at the bottom right


Page 2 of 3: Client outcomes (multiple choice questionnaire)

 

 

 

  1. Click “Yes” on the first question (“Pre-Populate Issue Category and Description with Most Recent Information?”)

  2. Then, fill in the multiple choice questions further below.

If it’s session 1, you’ll need to complete the questionnaire and all questions.

If it’s session 2 or later, complete all mandatory questions (with an *).


Page 3 of 3: Consultant sign off

  1. Read the information written on the page. Once you sign off the appointment, you can’t amend the data you’ve submitted.

  2. Click “Consultant sign off” button when completed.

 

You’ve now completed an appointment

You’ll be returned to the Quick View page to complete any other appointments.

Your completed appointment will drop down to the “Appointments recently completed” section, where you can click “rebook” if you need to schedule the next session.

Need more information?

If you need more information about completing an appointment, view the full version guides below: