Key reasons to use the Phonebar: A guide for Clinicians

Current Status

Price

Free

Get Started

Course description

This short course highlights 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.
Whether you’re running clinics, triaging, making callbacks or catching up between patients, the Phonebar and its many features are built to make your day run more smoothly.

Learning objectives

By completing this eLearning, you will be able to:

Efficiently access and manage patient contacts using the Appointments Window in just three clicks.
Appreciate the multiple channels available to communicate with patients on that 3rd click! Call, SMS, video, photo request, or transcribe – all without switching systems.
Access and review a patient’s contact history, including past communications and recordings, and follow up instantly 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?

This course is designed for clinicians and demonstrates how the Phonebar can save time, simplify patient contacts, and support smoother clinic workflows.

Phonebar & Clinical Integration setup

To ensure you get the full benefit of this lesson, it’s essential that your Clinical Integration is properly set up with the Phonebar.

For step-by-step instructions and to make the most of your Surgery Connect experience, we recommend completing our ‘Phonebar Set Up Essentials: Fast Track to Clinical Integration’ course.

Take our Phonebar Set Up Essentials: Fast Track to Clinical Integration eLearning 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 the Phonebar feature. Just click the images for quick access. Enjoy!