Course catalogue

Explore our full range of interactive courses and filter by product, role, CPD or simply search using a keyword to find the exact training you need right now.

Product
Role
Accreditation
Course tier
Feature
1-12 of 13 results
    • Surgery Connect

    Advanced Clinical Integration

    Explore the benefits of the Phonebar’s versatile functions, discover the advantages of integrating it with your clinical system.

    • Advanced
    • CPD Accredited
    • Surgery Connect

    Discover Check and Cancel

    Learn the benefits and provide clear, step-by-step guidance, helping you to implement and optimise Check and Cancel for your practice.

    • Advanced
    • CPD Accredited
    • Surgery Connect
    • Surgery Intellect

    Exploring Surgery Intellect, powered by TORTUS

    Unlock the full potential of Surgery Intellect. powered by TORTUS, our intelligent integrated ambient scribe.

    • Foundation
    • CPD Accredited
    • Surgery Connect
    • Surgery Intellect

    Key reasons to use the Phonebar: A guide for Clinicians

    Learn how the Phonebar can support busy clinicians by streamlining communications, saving time, and simplifying access to key features, all within a few quick mouse clicks.

    • Advanced
    • CPD Accredited
    • Surgery Connect
    • Surgery Intellect

    Mastering the Phonebar 2026 (EMIS Web)

    The Mastering the Phonebar course for EMIS users covers everything you need to build the skills, knowledge and confidence of Phonebar users within your practice.

    • Masterclass
    • CPD Accredited
    • Surgery Connect
    • Surgery Intellect

    Mastering the Phonebar 2026 (SystmOne)

    The Mastering the Phonebar course for SystmOne users covers everything you need to build the skills, knowledge and confidence of Phonebar users within your practice.

    • Masterclass
    • CPD Accredited
    • Surgery Connect

    Mastering X-flow

    Learn the skills, knowledge, and confidence needed to leverage X-flow features and create effective call flows.

    • Masterclass
    • CPD Accredited
    • Surgery Connect

    Navigating patient access with Call Routing

    You will explore practical examples of how calls can be seamlessly redirected to alternative pathways, optimising patient access and enhancing operational efficiency.

    • None
    • CPD Accredited
    • Surgery Connect

    Optimise Patient Callback

    Explore the benefits of the Patient Callback feature and learn how to customise its configuration to meet the unique needs and demands of your practice.

    • Advanced
    • CPD Accredited
    • Surgery Connect
    • Surgery Intellect

    Phonebar set up essentials: Fast track to Clinical Integration

    Explore the installation and configuration of the Phonebar to enable seamless clinical integration and optimise your daily workflow with efficient, practical setup tips.

    • Foundation
    • CPD Accredited
    • Surgery Connect

    Understand demand with Reports and Data Analysis

    Learn the skills, knowledge, and confidence needed to analyse practice call data effectively. It is designed to help you manage call volumes and gain a deeper understanding of patient demand.

    • Advanced
    • CPD Accredited
    • Surgery Connect

    Understanding Clinical Safety and Surgery Connect

    Learn to identify and mitigate potential clinical risks by implementing best practices and leveraging Surgery Connect features to enhance patient safety and ensure robust compliance.

    • Advanced
    • CPD Accredited

Quick-win courses

Explore our library of 1-2 minute quick-win courses, designed to enhance your Surgery Connect skills.

1-5 of 5 results

  • Toggling Keyboard Shortcuts

    Keyboard shortcuts can make you more efficient. If they interfere with other programs, you can easily enable or disable them.

    • Phonebar

  • Creating a Custom User State

    Create custom user states to add more detail to your Phonebar status.

    • Phonebar
    • Service Delivery Console
    • Status & Group Management

  • Searching in X-flow

    Looking for a specific call flow? Use the new x-flow search feature.

    • Call Routing
    • X-flow

  • Favouriting a Directory Entry

    It is now possible to add a contact to the directory via the call history.

    • Contacts Window
    • Phonebar

  • Adding to the Directory via the Call History

    It is now possible to add a contact to the directory via the call history.

    • Call History
    • Calls
    • Contacts Window
    • Phonebar