EAP Consultants can rebook EAP appointments from the Quick View page of the Phoenix portal. The specific steps vary depending on your engagement type and what schedule the customer was originally booked into.
|
Engagement type |
Original schedule used for 1st booking |
Rebook into this schedule |
Rebook option to select |
Guide |
|---|---|---|---|---|
|
Employee |
Open |
Open |
Rebook with me |
Rebook (employees) |
|
Partner |
Open telehealth schedule |
Open telehealth schedule |
Rebook with me |
Rebook (open schedule) |
|
Partner |
Ad hoc schedule |
Ad hoc schedule |
Manual booking |
Rebook (ad hoc) |
|
Ad hoc |
Ad hoc schedule |
Ad hoc schedule |
Manual booking |
Rebook (ad hoc) |
|
Contractor |
Open |
Open |
Rebook with me |
Rebook (open schedule) |
|
Contractor |
Ad hoc schedule |
Ad hoc schedule |
Manual booking |
Rebook (ad hoc) |