GOAL PATHWAY
Empower patient self-service
Our learning paths are carefully curated to help you deliver the best possible experience for staff and patients.
Empower your patients to take control of their healthcare journey with tools designed for self-service and autonomy. This pathway explores how to leverage X-on Health’s intelligent features, such as Check and Cancel and Patient Callback, to reduce call queues and minimise administrative bottlenecks. You will also dive deep into the versatile capabilities of X-flow and Surgery Assist, learning how to automate routine interactions so your patients can navigate their needs independently while your team remains focused on high-priority care.
We have created a series of courses, webinars, and resources to help you achieve this goal.
Key courses:
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Optimising practice performance with Surgery InsightsThis course provides a comprehensive overview of how to navigate and utilise the Surgery Insights dashboards to help drive practice performance.
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Transforming primary care with Surgery AssistLearn 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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Key reasons to use the Phonebar: A guide for CliniciansLearn 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.
Watch and learn
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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.
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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.
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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.
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Enhance patient access with Surgery Assist
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Learn how Surgery Assist proactively engages patients through an intuitive chatbot interface, effectively understanding and resolving complex administrative queries.
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 make 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
