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 (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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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

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.

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.

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.

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.

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.

Improve the patient journey by reducing call wait times

Explore the features of Surgery Connect designed to reduce your call waiting times.

Improve the patient journey with Intelligent Call Routing

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

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.