GOAL PATHWAY

Optimise patient access

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

In primary care, delivering a great patient experience is more critical than ever. To deliver modern general practice successfully surgeries not only need to have the right tools in place, but they need to know how to utilise those tools effectively.

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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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.

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Discover Check and Cancel

Learn the benefits and provide clear, step-by-step guidance, helping you to implement and optimise Check and Cancel for your practice.

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Advanced Clinical Integration

Explore the benefits of the Phonebar’s versatile functions, discover the advantages of integrating it with your clinical system.

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Navigating patient access with Call Routing

You will explore practical examples of how calls can be seamlessly redirected to alternative pathways, optimising patient access and enhancing operational efficiency.

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Optimise Patient Callback

Explore the benefits of the Patient Callback feature and learn how to customise its configuration to meet the unique needs and demands of your practice.

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Watch and Learn

Softphone/Phonebar usage

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This session explores reasons to adopt the Phonebar, the powerful app that provides access for all telephony functionality from your PC screen.
Management Reporting

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Learn how Surgery Connect provides intuitive management reporting tools to help manage call volumes and better understand demand.
Patient Callback

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Learn how Surgery Connect provides intuitive management reporting tools to help manage call volumes and better understand demand.
Advanced Clinical Systems Integration

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Learn how Surgery Connect integrates with major clinical systems, providing a seamless and time-saving way in which clinical and admin staff can access and record patient information during a call.
Check and Cancel

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This session explores how Check and Cancel acts as self-serve option that allows patients to check their upcoming appointments or cancel them at their convenience, without needing to speak with reception.
Personalised Call Routing

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This session explores how by personalising call journeys, your patients will enjoy quicker access to the right teams, helpful information, and a more streamlined experience with your surgery.

In the Summer of 2025, we hosted a series of complimentary webinars focusing on the key features at the centre of improved access. To view them, see our Access Optimisation Webinar Series.