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:

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

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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The Phonebar essentials

Gain the essential skills to fully utilise the Phonebar and discover how it benefits Surgeries.

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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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Watch and learn

Maximising the power of the Phonebar – SystmOne

The Phonebar is a small but powerful desktop app that gives access to Surgery Connect features for your staff.

Maximising the power of the Phonebar – EMIS

Take a comprehensive overview of the advantages of implementing advanced Menus with smart call routing options within your Surgery Connect system.

Streamline workflows with Advanced Clinical Systems Integration

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.

Improve the patient journey with Patient Callback

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

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.

Improving the patient journey with X-flow

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

Transform your consultations with Surgery Intellect, powered by TORTUS

Discover how Surgery Intellect, powered by TORTUS, streamlines clinical documentation by drafting accurate notes from real-time patient consultations in seconds, all while ensuring full compliance with built-in safety and NHS governance standards.

Intellect – real results from real users

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.

Enhance patient access with Surgery Assist

Learn how Surgery Assist proactively engages patients through an intuitive chatbot interface, effectively understanding and resolving complex administrative queries.

Equity of access: Introducing Omni Consultations

In this 30-minute session, see how the Voice Agent and Self Appointment Booking ease consultation pressure by allowing patients to securely automate their own requests and bookings. Learn how to bypass administrative queues and “close the loop” on triage with Surgery Assist, ensuring your team focuses on clinical need rather than chasing calls. Join us to streamline your rollout with expert resources and earn a CPD-accredited certificate for your professional portfolio.

Introduction to Management Reporting

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.