Complete an appointment | User Support

Converge requires all consultants and associates to keep accurate and timely records of appointment outcomes. It is expected that you are marking appointments as completed, cancelled or marked as no show on the same day as the appointment was scheduled for, or at the latest by the end of month.

Completing an appointment involves providing the appointment notes and indicating the appointment outcomes - once this has been completed, the appointment is added to the end of month RCTI (invoice) summary. Marking an appointment as completed takes approximately 2-4 minutes.

Access the appointment in Phoenix

Page / Section	Instructions	Screenshot of step
Quick View page	In Phoenix Quick View page, find the appointment listed in the “Appointments not started” section If you can’t find the appointment, search for it using the filter tool
Quick View page	Click the “Commence” button on the right side of the listing. On the pop-up after clicking Commence, click “Proceed to commence appointment”
Reported issues & outcomes (note taking page)	On the “Reported issues & outcomes” page, provide the appointment notes Upload a saved file of the notes (Word or PDF) using the Upload case note button OR if you’ve typed the notes elsewhere, paste them in the text fields. Providing notes are mandatory. View more information here.
Reported issues & outcomes (note taking page)	After providing the notes, click Next near the bottom-right of the page
Client observed issues page (multiple choice questionnaire)	On the next page, in the “Client observed issues” section, click “Yes” for the first question Clicking Yes will pre-fill the “Primary observed issue category” & the “Primary observed issue description” fields
	Leave the “Secondary observed issue” field blank as this is not required.
	Next, complete the Issue questionnaire. There are 12 questions to complete. These questions will be pre-filled for 2nd and subsequent sessions.
	After providing the notes, click Next near the bottom-right of the page
	On the final page, click Consultant sign off to complete the appointment. When you click Consultant sign off, the appointment will be closed and all information will be permanently saved to the customers' health record and cannot be amended.