GOAL PATHWAY
Make more time to care
Our learning paths are carefully curated to help you deliver the best possible experience for staff and patients.
Elevate your surgery’s productivity and reclaim your day by mastering the efficiency-first features of the X-on Health ecosystem. This pathway demonstrates how to significantly reduce workplace stress by optimising your personal workflow through the Surgery Connect Phonebar, designed to shave seconds off every interaction. You will also discover how this efficiency is amplified when paired with the AI-driven power of Surgery Intellect and the unified communication capabilities of Omni Consultations, ensuring your team can manage high volumes with ease and precision.
We have created a series of courses, webinars, and resources to help you achieve this goal.
Key courses:
These courses cover essential Surgery Connect capabilities—including Phonebar efficiency, AI documentation via Surgery Intellect, and Omni Consultations. Complete the pathway to streamline daily consultation workflows, reduce administrative burden, and maximise time spent with patients.
Key courses:
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New release: Custom templates in Surgery Intellect, powered by TORTUSThe “Custom templates in Surgery Intellect, powered by TORTUS” course teaches clinical staff how to easily customise summaries, streamlining documentation to reduce administrative burdens and free up more time for patient care.
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Mastering the Phonebar 2026 (EMIS Web)The Mastering the Phonebar course for EMIS users covers everything you need to build the skills, knowledge and confidence of Phonebar users within your practice.
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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 LegacyLearn 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 TORTUSUnderstand and utilise the new additions to Surgery Intellect, powered by TORTUS.
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Navigating Omni Consultation FormsLearn how to manage patient requests through the Omni Consultation feature, ensuring every one is handled efficiently and effectively.
Watch and learn
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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.
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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.
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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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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.
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Streamline workflows with Advanced Clinical Systems Integration
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Advanced integration via API access to the clinical management system enables a range of enhanced features to be delivered by cloud based telephony whilst providing greater safety and compliance.
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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.
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
