GOAL PATHWAY

Align with NHS priorities

Our learning paths are carefully curated to help you deliver the best possible experience for staff and patients.

Align your practice with the future of healthcare by mastering the digital tools essential for the NHS 10-Year Plan. This pathway guides you through the three strategic shifts, focusing on transitioning from analogue to digital by leveraging AI-driven workflows and integrated communication. You will learn how to utilise X-on Health’s ecosystem to move care from hospital to community, enabling remote consultations and localised support, while harnessing data insights to shift the focus from sickness to prevention. Equip your team to deliver a modern, proactive service that meets the long-term goals of a reformed healthcare system.

We have created a series of courses, webinars, and resources to help you achieve this goal.

Key courses:

  • Optimising practice performance with Surgery Insights

    This course provides a comprehensive overview of how to navigate and utilise the Surgery Insights dashboards to help drive practice performance.

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  • Understand demand with reports and data analysis (PowerBI)

    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.

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  • Transforming primary care with Surgery Assist

    Learn how Surgery Assist can be used to automates routine task, improve patient access, and provide actionable data to optimise your surgery’s performance.

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  • Capture more conversations with Surgery Intellect, powered by TORTUS

    Understand and utilise the new additions to Surgery Intellect, powered by TORTUS.

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  • Navigating Omni Consultation Forms

    learn how to manage patient requests through the Omni Consultation feature, ensuring every one is handled efficiently and effectively.

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  • Top 5 X-flow blocks

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Watch and learn

  • Equity of access: Introducing Omni Consultations

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    Streamline patient access with a unified workflow that handles voice, digital, and staff-supported requests. This session features a live Voice Agent demo, showing how automated call-ins capture structured data to ease form reliance and reduce queues. You will learn to lower call volumes via self-booking, automate triage with Surgery Assist, and ensure true patient choice, all while accessing the CPD-certified training needed for a smooth rollout.

  • Intellect – Real results from real users

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    In this live, 30-minute session, attendees heard directly from early adopters about how Ambient Voice Technology (AVT) is cutting admin, restoring focus and helping clinicians spend more time with patients.

  • Improving the patient journey with X-flow

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    X-flow is the interactive tool that allows you to view and update your Surgery Connect call flows with ease.

  • Introduction to Management Reporting

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    Make best use of these reports to check you are making progress and improving patient access through the Surgery Connect features implemented and changes made.

  • Improve the patient journey with Patient Callback

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    The concept is simple – place your patients in a virtual queue, let them go about their day (saving time and money) and automatically call them back when they reach the front of the queue.

  • Enabling patient empowerment with Check & Cancel

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    The Check and Cancel self-serve option allows patients to check their upcoming appointments or cancel them at their convenience, without needing to speak with reception.


Related resources:

General resources:

Help centre

Surgery Connect newsfeed

Phonebar Prompt Card

Call Routing considerations checklist

Check and Cancel troubleshooting

Patient-facing resources – supporting successful adoption:

Our collection of Patient-Facing Resources makes it simple to promote new features to your patients.

Surgery Assist

Check and Cancel

Surgery Connect

Surgery-Led Appointment Bookings

Surgery Intellect

Case studies:

Streamlining patient navigation at Frome Medical Practice

The Bay Medical Practice improves access transparency via Website Widgets in Surgery Connect

Keppoch Medical Practice supports out-of-hours patient access through Surgery Assist

Alexander House Surgery enhances equitable access with Voice Agent

Reducing call wait times at Whitehill Surgery