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.
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- 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
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- Surgery Connect
- Surgery Intellect
Capture more conversations with Surgery Intellect, powered by TORTUS
Understand and utilise the new additions to Surgery Intellect, powered by TORTUS.
- Foundation
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- 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
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- Surgery Connect
- Surgery Intellect
Getting started with the Non-Integrated Phonebar
Gain the essential skills to start utilising the Non-Integrated Phonebar and discover its benefits.
- Foundation
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- Surgery Connect
Getting started with the Phonebar
Learn how to navigate the system, manage communications, and optimise your workflows. Gain the essential skills to start utilising the Phonebar and discover its benefits.
- Foundation
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- Surgery Connect
- Surgery Intellect
Getting started with the Phonebar (Medicus)
Learn the key features and functionalities of the Phonebar and is perfect for beginning your Surgery Connect journey
- Foundation
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- Surgery Connect
- Surgery Intellect
Getting started with the Phonebar (Vision)
Learn the key features and functionalities of the Phonebar and is perfect for beginning your Surgery Connect journey
- Foundation
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- 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
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- 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
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- 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
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- 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
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- 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
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Quick-win courses
Explore our library of 1-2 minute quick-win courses, designed to enhance your Surgery Connect skills.
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Toggling Keyboard Shortcuts
Keyboard shortcuts can make you more efficient. If they interfere with other programs, you can easily enable or disable them.
- Phonebar
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- Phonebar
- Service Delivery Console
- Status & Group Management
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- Call Routing
- X-flow
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Favouriting a Directory Entry
It is now possible to add a contact to the directory via the call history.
- Contacts Window
- Phonebar
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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


