Learning hub: Fast track guides & resources

Find everything you need to master the Intelligent Care Navigation System in one place. These downloadable PDFs are designed for quick reference, from one-page cheat sheets to in-depth configuration workflows.

There are also lots of really useful and relevant resources included in each course under the ‘Materials’ section too, don’t forget to look for them when completing a course!

Page contents

Patient-facing communication resources

Our resources are easy to access, download, or print, making it simple to promote new features to your patients.

Check and Cancel

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Omni Consultation and Voice Agent

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Surgery Assist

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Surgery Connect

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Surgery-Led Appointment Booking

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Surgery Intellect, powered by TORTUS

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Checklists and considerations

Supporting operational and compliance workflows

These checklists help you navigate complex workflows with confidence, ensuring your data remains accurate and your practice stays compliant with current standards.

Document preview of the Call Routing Considerations guide, styled as a formal multi-page text document with dark blue headers.

Call routing considerations

Here are a few things to consider when thinking about call flows and routing choices.

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Document preview of the Check and Cancel Troubleshooting guide, featuring an illustrative character graphic near the top header.

Check and Cancel troubleshooting

Here are a few things to consider when configuring Check and Cancel working on your system.

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Document preview of the Surgery Connect Business Continuity Guide, showing organized text blocks and system implementation steps.

Business continuity guide

To support you in the implementation of a business continuity process we have created a Surgery Connect Business Continuity guide.

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Document preview of the Reporting Terminology Guide, displaying a structured data table used for definition and reporting references.

Reporting terminology guide

To support you with understanding reports and clarify what the key terms mean.

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Prompt Cards

Quick-glance cues for seamless workflows

Our Prompt Cards are designed to be digital “sticky notes.” These bite-sized guides provide high-level reminders for common actions, helping you maintain your momentum without having to revisit full training modules.

Document preview of the Phonebar prompt card, featuring a blue branded header layout with step-by-step user instructions.

Phonebar Prompt Card

Learn how to manage active calls, change your availability status, and use click-to-dial shortcuts directly from your computer screen while navigating patient records.

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Document preview of the Deskphone prompt card, showing a diagram of a physical office deskphone alongside button functions.

Deskphone Prompt Card

This guide covers the essential button layouts, how to transfer calls to other team members, using the physical handset.

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Document preview of the User Console prompt card, showcasing a user interface screenshot of the software dashboard.

User Console Prompt Card

Use this guide to manage live and archived calls, access the central directory, and track colleague availability at a glance.

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