Mastering X-flow

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

  • Tier: Masterclass
  • Duration: Up to 90 minutes
  • Online study
  • Self-printed certificate

CPD-certified course

(

2

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 Mastering X-flow course for Surgery Connect users equips you with the skills, knowledge, and confidence needed to leverage all the features and create effective call flows. 

The course is designed to highlight how X-flow is an interactive tool that allows you to dictate what your patients hear and where their call is routed when they ring your practice telephone numbers, taking advantage of some advanced features to offer alternative services or important information.

Advanced Features of X-flow:

Learning objectives

By completing this eLearning, you will be able to:

  • Identify and navigate the core features of X-Flow to manage call routing efficiently.
  • Demonstrate how to apply key features to improve workflow processes.
  • Explore advanced X-Flow capabilities to optimise call handling within your surgery.
  • Describe the function of different X-Flow blocks and how they impact call routing.
  • Assess your current call flow and identify areas for improvement using X-Flow features.
  • View and evaluate examples of best-practice call flows designed to enhance patient access.

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, and administrators responsible for managing call flows and patient access.
  • Practice IT & Digital Leads responsible for configuring and optimising telephony and digital communication tools.
  • Clinical Safety Officers overseeing the safe and efficient use of digital communication systems within the practice.


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 Top 5 Blocks course. Just click the images for quick access. Enjoy!

Guides and resources:

Implementing Check and Cancel

Adding Check and Cancel to your Call Flow Guide

Service Delivery Console – Calendars Guide

Set up a Direct Dial Guide

Adding Groups Guide

Configuration Console – Groups Guide

SMS feature Guide

SMS charges Guide

Call Routing considerations checklist

Text to Speech functions:

Text-to-speech Guide

X-flow – Playlists Guide

X-flow – Testing my Call Flow Guide

Voicemail Guides:

Voicemail feature Guide

Voicemail Pin Guide

Configuring Voicemail Guide

Adding Prompts in Voicemail Blocks Guide

Demos:

All Mastering X-flow Demos

Course Content

Understanding X-flow
X-flow workspace
Testing and deploying
Text-to-speech
X-flow Playlists
X-flow Blocks and Functions
Start Block
Menu Block
Mode Switch and Routing Blocks
Prompt Block
Whisper Block
User Block
User Voicemail Block
Group Block
Group Voicemail Blocks
Group Behaviour Block
Playlist only Blocks
Call Control Blocks
SMS Block
External Transfer Block
Patient Identifier and Check and Cancel Blocks
Optimising Call Flows
Updating Call Flows
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