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:
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Optimising practice performance with Surgery Insights (BETA)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 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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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 CancelLearn 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 IntegrationExplore 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 RoutingYou 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 CallbackExplore the benefits of the Patient Callback feature and learn how to customise its configuration to meet the unique needs and demands of your practice.
Watch and Learn
Personalised Call Routing
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.
Check and Cancel
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.
Advanced Clinical Systems Integration
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.
Patient Callback
Learn how Surgery Connect provides intuitive management reporting tools to help manage call volumes and better understand demand.
Management Reporting
Learn how Surgery Connect provides intuitive management reporting tools to help manage call volumes and better understand demand.
Softphone/Phonebar Usage
This session explores reasons to adopt the Phonebar, the powerful app that provides access for all telephony functionality from your PC screen.
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
