![Care Navigator and Phonebar Illustration](https://surgeryconnect.academy/wp-content/uploads/2024/03/Care-Nav-and-Phonebar.png)
Up to 20 minutes duration in bite-sized chunks | Online study | Certificate |
Are you making the most of all the features of the Phonebar?
This course will explain how you can maximise the features to suit the needs and demands of your surgery. Helping you optimise patient communications and enhance operational efficiencies within the surgery.
Learning Objectives
By completing this eLearning you will understand:
- How to find your way around the Phonebar
- How to make best use of the features in a way that meets your needs
- The ins and outs of all the contact methods available to you and your patients
- How to make the most of the patient interactions when using the clinical integration
You will receive your certificate after completing all of the lessons and passing the end-of-course assessment.
What is the Phonebar?
The Phonebar is a small but powerful desktop app that gives access to Surgery Connect features for your staff. The Phonebar allows access for all telephony functionality to be controlled from the PC screen. For receptionists, it brings up patient records in EMIS or SystmOne as the call arrives. For GPs and clinicians, it allows single-click calling from the patient records, including the option of video calls, SMS messages and requests for photos.
The Phonebar is a communication hub. It can manage appointment lists for telephone triage and can ensure that all communication, including call recordings, can be saved alongside the patient record.
![inbound call icon](https://surgeryconnect.academy/wp-content/uploads/2024/03/image-21.png)
Better visibility of inbound calls on the screen with patient identification
![Flexible working icon](https://surgeryconnect.academy/wp-content/uploads/2024/03/image-22.png)
Facilitates flexible working and device management
![Active Patient Icon](https://surgeryconnect.academy/wp-content/uploads/2024/03/image-23.png)
Active Patient window allows multiple communication methods with one click
![SMS Icon](https://surgeryconnect.academy/wp-content/uploads/2024/03/image-24.png)
Appointment list allows bulk SMS of all patients with a heads up or cancellation message
![Stat Box icon](https://surgeryconnect.academy/wp-content/uploads/2024/03/image-25.png)
Configure and view call Stat Boxes relevant to you as a user right from the Phonebar
![Config Icon](https://surgeryconnect.academy/wp-content/uploads/2024/03/image-26.png)
Entirely user based allowing each user to set their own preferences wherever they are for optimal working
What are the features of the Phonebar?
Users can call one another, call groups and call externally directly from an onscreen directory. The directory also shows which users are available or busy.
Centralised Patient Communications
![](http://surgeryconnect.academy/wp-content/uploads/2024/02/Calling-in-.png)
It can be maximised to handle phone and video calls, send SMS, and send photo requests and fully integrates with your clinical system to centralise your patient communications and clinical records.
Smart Clinical Integration
![](https://surgeryconnect.academy/wp-content/uploads/2024/03/Phonebar_desktop.png)
Clinical system integration with the Phonebar allows instant patient identification, users can embed call logs in the patient record, link recordings and click to dial or send SMS. Minimising staff time spent on administrative tasks and calls while improving data quality and compliance.
This course will explain the benefits and then take you through all the options to tailor the configuration of the Phonebar to suit the needs and demands of your surgery.
User Stories
Listen to David Blake from York Medical Group talk about how they make the most of the Phonebar’s features.
![I Icon](http://surgeryconnect.academy/wp-content/uploads/2024/01/Help-Note.png)
This course is designed for users of V7 of the Phonebar and above. If you need to upgrade please view our help guide.