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.

  • Tier: Advanced
  • Duration: Up to 20 minutes
  • Online study
  • Self-printed certificate

CPD-certified course

(

1 CPD Point

CPD point(s))

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 Reports and Data Analysis course for Surgery Connect users equips you with 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.

Through this course, you’ll discover the benefits of various reports available and you’ll learn how to analyse call traffic, optimise call routing, improve answer times, minimise queue lengths, and reduce missed calls—all to maintain the highest level of service and therefore, access, for your patients.

Learning objectives

By completing this eLearning, you will be able to:

  • Understand the primary goals and benefits of the Reports Console, including how it supports effective call management and data-driven decision-making within your practice.
  • Develop a clear understanding of key terms and concepts used throughout the Reports Console, ensuring accurate interpretation and communication when using the portal.
  • Master the step-by-step process to log in and navigate to the Reports Console, enabling quick and seamless access to data and insights.
  • Understand the content and structure of the Monthly Management Report, including the types of data it provides and how it supports operational review and planning.
  • Gain the skills to analyse and interpret standard reports within the portal, identifying trends, patterns, and actionable insights to improve performance.

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, Administrative Staff, and team members responsible for operational efficiency and call data analysis within the practice
  • Users new to using the Reports Console

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.

NHS Icons

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 the Reports and Data Analysis course. Just click the images for quick access. Enjoy!

Guides:

Reports Guides

Accessing the Reports Portal

Feature Reports

SMS Charges

Call List – Introduction

Reports Terminology

Missed or Abandoned Definitions

Report Overview Guides:

Group Reports

Call Reports

User Reports

Monthly Management Report

Videos & Resources

T31 Deskphone – Answering Calls Video

Example Monthly Management Report

Call Data from the User Console Webinar

Demos:

All Reports and Data Analysis Demos

Course Content

Introducing Reports and Data Analysis
Introduction to Surgery Connect reporting
The Surgery Connect Reports Portal
An introduction to the Reports Console
Accessing the Reports Console
Reporting summary and NHS metrics
Group Reports
Call Reports
User Reports
SMS Reports
Feature Reports
Monthly Management Report
Monthly Management Report introduction
Monthly Management Report content
User Console call data
Analysing your call data from the User Console
Course assessment

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