ROLE PATHWAY

Management & data

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

Transform your X-on Health data into practical, actionable insights to enhance your practice. This pathway provides the essential toolkit for optimising operational efficiency, including monitoring team performance, ensuring clinical safety compliance, and leveraging built-in reporting to understand patient demand. Furthermore, easily access configuration guides and information for early adoption of new features to provide comprehensive support for your practice.

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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  • 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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  • Streamlining your booking process with Surgery-Led Appointment Booking (BETA)

    Learn to use Appointment Booking Links to send secure, automated SMS invitations that empower patients to self-serve, reducing call volumes and streamlining clinic management.

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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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  • New release – Managing your Calendars in the Phonebar

    Learn how this new feature allows practice staff to quickly and easily modify their calendar status, making system behaviour changes directly from the Phonebar.

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Watch and learn

  • From data to decisions: Introducing Enhanced Reporting

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    Discover how the latest Surgery Connect Reporting updates leverage Power BI and Google BigQuery to transform your NHS practice data into actionable, visual insights. In just 30 minutes, you’ll learn to navigate refreshed dashboards, isolate high-pressure periods, and seamlessly roll out these enhanced analytical tools to your team.

  • Smarter workflows, better access: Introducing your new Surgery Connect features

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    Join this 30-minute session to explore how new Surgery Connect features reduce reception “phone fatigue” and give patients more autonomy. Discover how live website widgets manage expectation queues to curb the morning rush, while dynamic, department-specific callbacks personalize patient signposting. You will also see how voicemail transcriptions and Power BI dashboards save admin time and drive data-backed decisions, alongside simpler silent monitoring for staff training and CPD-accredited rollout resources.

  • 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.

  • 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.

  • 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.

  • 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.

Related resources:

General resources:

Surgery Connect newsfeed

Help centre

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

Reducing call wait times at Whitehill Surgery

Keppoch Medical Practice supports out-of-hours patient access through Surgery Assist

Alexander House Surgery enhances equitable access with Voice Agent