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 19 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

    Getting started with management tools

    Learn the key things you need to consider when building your system and will give you examples of how to add Users, Groups, and Calendars and how to build call flows.

    • Foundation
    • Surgery Connect

    Improving patient communications with the X-on Health NavBar

    Learn to manage all outbound patient messaging with ease as well as how to improve your workflow and patient engagement, with powerful features included with Advanced Clinical Integration.

    • Advanced
    • 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 Omni Consultation Forms

    learn how to manage patient requests through the Omni Consultation feature, ensuring every one is handled efficiently and effectively.

    • Advanced
    • 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

    New release – Managing your Calendars in the Phonebar

    Learn how this new feature allows practice staff to quickly and easily modify their calendar status, making system behaviour changes directly from the Phonebar.

    • Foundation
    • Surgery Connect

    New release: Silent Monitoring in the Phonebar

    Learn about the benefits of using Silent Monitoring within your practice and how to effectively integrate it into your relevant workflows.

    • Foundation
    • 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

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