Advanced Clinical Integration

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

  • Tier: Advanced
  • Duration: Up to 30 minutes
  • Online study
  • Self-printed certificate

CPD-certified course

(

1

CPD point)

This course has been certified by the CPD Certification Service as conforming to continuing professional development principles. After completing the course, a certificate will be downloadable to enhance your personal development portfolio.

Current Status

Not Enrolled

Price

Free

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Course description

The Advanced Clinical Integration course for Surgery Connect users provides the skills, knowledge, and confidence to utilise this powerful feature fully. It offers a comprehensive overview of key functionalities, demonstrating how they can streamline processes, enhance workflows, improve patient experiences, and reduce both administrative effort and costs.

Through this course, you will explore the benefits of the Phonebar’s versatile functions, discover the advantages of integrating it with your clinical system, and learn how to customise the Phonebar to meet your specific telephony needs.

Learning objectives

By completing this eLearning, you will be able to:

  • Identify and articulate the key advantages of advanced clinical integration, including improved efficiency, enhanced patient care, and streamlined administrative workflows, and relate these benefits to your specific practice needs.
  • Gain the skills to access system settings, configure integration preferences, and tailor them to align with your daily workflows, ensuring a seamless and personalised user experience.
  • Identify all key features, including their purposes and high-level use cases, enabling you to understand how each feature supports clinical and administrative tasks.
  • Find and navigate to detailed documentation, guides, or support materials to deepen your understanding of individual features and troubleshoot effectively when needed.

Once you have completed all the lessons and successfully passed the assessment(s), you will receive a certificate that you can print out and include in your Personal Development portfolios.  

Who is it for?

  • Practice Managers responsible for overseeing the integration of Surgery Connect into clinical workflows and ensuring that staff are using the system effectively.
  • Health Care Professionals would benefit from understanding the advantages of the integration, how to interact with its features, and where to access information to improve their workflows.
  • Administrative staff who manage patient interactions, appointments, and communication through Surgery Connect, and would benefit from a more streamlined workflow that reduces administrative overhead.

Access optimisation course series

NHS delivery plan for recovering access to primary care

With the Delivery plan for recovering access to primary care update and actions for 2024/25 at the forefront of all our minds, throughout the course, we will call out the direct benefits of our features and how they can help you to meet the requirements and ultimately, the associated funding.

Look out for this icon and blue box throughout the course.

Course structure

This eLearning course uses progressive lessons to build knowledge. Lessons may include supporting images, interactive demos, or videos. Lessons can be taken in any order and paused/resumed at any time.

Assessment and certification

This self-paced course has no deadline. Some courses include a final test with a required pass mark for certification. Upon passing, learners receive a downloadable certificate for personal development portfolios.

Navigation help

For detailed guidance on navigating the eLearning lessons effortlessly, explore our comprehensive instructional course. This course provides step-by-step instructions and tips to enhance your learning experience.



Lesson resources

Included below are links to further, more detailed information about the various elements of Advanced Clinical Integration. Just click the images for quick access. Enjoy!

Check and Cancel Guides:

Implementing Check and Cancel Guide

Check and Cancel & Patient Identifier Blocks Guide

Adding Check and Cancel to your Call Flow Guide

Feature Reports – Overview Guide

PCARP and Configuring Clinical Integration:

PCARP

Read publication

EMIS logo

EMIS Web

SystmOne

SMS Guides:

SMS Messages Guide

SMS Charges Guide

SMS Templates Guide

Photo Requests and video consultation Guides:

Photo Requests and photos received Guide

Patient experience Guide

Phonebar Video Calls Guide

Contact History Guides:

Phonebar contact history Guide

Demos:

All Check and Cancel demos

Course Content

Introducing Advanced Clinical Integration
Why use Clinical Integration with Cloud-based telephony?
Simple configuration
Patient Management
Patient Contact History
Appointment list
Check & Cancel
Streamline Patient Communication
Inbound patient calls
Calling the Active Patient
Sending an SMS Message
Sending a Patient Photo Request
Launching a video consultation
Course assessment

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