Surgery Connect

Learn how Surgery Connect is the UK’s leading Cloud-based phone system for primary care, helping over 3,500 GP surgeries improve patient access and manage demand.

Suggested courses:

Our courses cover a wide range of topics and skill levels. For the best learning experience, we recommend completing the following courses in the order listed below for the best understanding of how to use 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.

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  • 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.

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  • Advanced Clinical Integration

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

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  • 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.

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  • 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.

    Read More
  • Top 5 Surgery Connect tips

    Learn the skills, knowledge, and confidence to implement five practical and actionable tips to help improve the patient experience at your practice.

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  • Mastering X-flow

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

    Read More
  • 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.

    Read More

In addition to our product course guides, we offer curated Learning Paths tailored to specific roles and goals. These paths cover roles like clinicians, management, and care navigators, while also focusing on key objectives such as aligning with NHS priorities and empowering patient self-service.

Looking for role- or goal-specific training? Check out our curated Learning Paths.

Watch and learn

Want to see what Surgery Connect can do for your practice? Explore our Watch & Learn video guides below:


Surgery Connect – Much more than a phone system

**Surgery Connect and XonHealth logos side-by-side, separated by a vertical orange line.**
Play

Discover how Surgery Connect enables primary care organisations to transition from legacy phone systems to a secure cloud-based solution, improving patient communications, supporting efficient practice management across multiple sites, and helping GP practices deliver a more connected and future-ready service.


An Introduction to Surgery Connect

Surgery Connect logo featuring a network-style icon and company name on a dark blue background.
Play

As a clinician, the Phonebar can save you up to an hour every day, with just three simple tips. Learn how to streamline communication, speed up common tasks, and simplify access to essential features – all without breaking your workflow.

Need more help preparing for Surgery Intellect?

Book a 30-minute slot (free of charge!) with one of our trainers.

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