1. Login to your portal and click on create appointment.
2. Enter your clients name, and select them from the dropdown, if they are eligible for an extension then there will be a link that shows on the funding option similar to the below:

Submitting a Session Extension through the Session Extension tab:
1. Go to the Session Extension tab on the left hand side bar and select 'create session extension':
2. Search for the client by Contact (name) or Case number.

3. If the card is green and shows 'Extensions supported', press Continue. This will take you to the extension form as per step 3 above.
3a. If the card is yellow, extensions are not available.

Some error messages you may see are:
| Message shown | Reason |
|---|---|
| This organisation does not allow session extensions. | Session extensions are turned off for this organisation or the organisation does not allow session extensions for family members of staff. |
| This case still has sessions remaining. Use the remaining allocation before requesting an extension. | You must finish all your sessions before submitting an extension. If you believe someone will need more sessions early on, please book all of the sessions first in consultation with your client, and then the session extension button will appear. |
| The session extension request limit has been reached for this case. | Some organisations have a limit on how many session extensions can be requested per case number. You have reached this limit. |
| UniMed cases do not support session extensions. | Unimed Insurance does not grant session extensions. |
| Membership for this organisation is inactive. | The client is no longer part of the organisation that allowed them EAP funding, so session extensions cannot be applied for. |
| This case has expired and cannot request a session extension. | Their case number and allocation has expired for the year. You can't submit an extension on an expired case number. Check with the client, they may have a new allocation available if they wish to have more sessions, but they will need to book this to activate it. |
If you are unable to apply for a session extension and believe you urgently need to request an extension, please contact us at therapist-support@myclearhead.com.
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