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
1-11 of 11 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

    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

    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

    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

    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

    Provide call queue transparency for your patients

    Learn skills to effectively implement the Surgery Connect Website Widget feature on your practice website.

    • Advanced
    • 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
    • Surgery Insights

    Understand demand with reports and data analysis (PowerBI)

    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
    • 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
    • Surgery Intellect

    Understanding Compliance and Surgery Intellect, powered by TORTUS

    Learn to leverage Surgery Intellect’s ‘Compliant by Design’ framework and NHS-certified Ambient Voice Technology to ensure clinical safety, data privacy, and cybersecurity in 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