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:

These courses cover essential Surgery Connect capabilities—including Phonebar efficiency, patient self-service via Check and Cancel, and demand analysis with Surgery Insights. Complete this pathway to better understand call patterns, automate routine tasks, and improve overall access for your patients.

Optimising practice performance with Surgery Insights

5

(3)

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)

0

(0)

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 Legacy

5

(9)

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

4.5

(40)

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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Watch and Learn

From Data to Decisions: Optimising practice performance with Surgery Insights webinar

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Built to help you manage practice demand whilst optimising patient access, Surgery Insights acts as a central hub for your operational data, merging your communication metrics with publicly available NHS data into a single, streamlined dashboard. Rather than guessing, this session will show you how to transform integrated data streams into actionable, visual insights to make confident, informed decisions for your practice.
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.

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.