Optimise Patient Callback

Explore the benefits of the Patient Callback feature and learn how to customise its configuration to meet the unique needs and demands of your practice.

  • Tier: Advanced
  • Duration: Up to 20 minutes
  • Online study
  • Self-printed certificate

CPD-certified course

(

1

CPD point)

This course has been certified by the CPD Certification Service as conforming to continuing professional development principles. After completing the course, a certificate will be downloadable to enhance your personal development portfolio.

Current Status

Not Enrolled

Price

Free

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Course description

The Optimise Patient Callback course for Surgery Connect users provides the skills, knowledge, and confidence to effectively configure and use the advanced Patient Callback feature. This feature allows patients to join a virtual queue, eliminating the need to stay on hold while retaining their place in the queue, ultimately enhancing the patient experience.

In this course, you’ll explore the benefits of the Patient Callback feature and learn how to customise its configuration to meet the unique needs and demands of your practice.

Learning objectives

By completing this eLearning, you will be able to:

  • What the purpose of the Patient Callback feature is and how it optimises the experience for both the surgery and its patients.
  • How to successfully set up and configure the Patient Callback feature in X-flow to align with your practice’s specific requirements.
  • How to locate and manage patient callback requests within the User Console to ensure a seamless communication workflow.
  • How to identify and utilise detailed Patient Callback reports to monitor performance and track improvement trends.

Once you have completed all the lessons and successfully passed the assessment(s), you will receive a certificate that you can print out and include in your Personal Development portfolios.  

Who is it for?

  • Practice Managers who need to understand how to configure and manage the Patient Callback feature to improve operational efficiency and patient experience.
  • Receptionists or call handlers who need to recognise how patient callback calls are handled through the system and how to interact with the User Console to manage these calls effectively.
  • Surgery Data Analysts to understand how to access and interpret reports on patient callbacks to assess performance and identify areas for improvement.

User stories – Jamal Syed

Listen to Prash Thurairatnam from Tudor Lodge Health Centre about how they implemented Patient Callback.

Access optimisation course series

NHS delivery plan for recovering access to primary care

With the Delivery plan for recovering access to primary care update and actions for 2024/25 at the forefront of all our minds, throughout the course, we will call out the direct benefits of our features and how they can help you to meet the requirements and ultimately, the associated funding.

Look out for this icon and blue box throughout the course.

Course structure

This eLearning course uses progressive lessons to build knowledge. Lessons may include supporting images, interactive demos, or videos. Lessons can be taken in any order and paused/resumed at any time.

Assessment and certification

This self-paced course has no deadline. Some courses include a final test with a required pass mark for certification. Upon passing, learners receive a downloadable certificate for personal development portfolios.

Navigation help

For detailed guidance on navigating the eLearning lessons effortlessly, explore our comprehensive instructional course. This course provides step-by-step instructions and tips to enhance your learning experience.


Lesson resources

Included below are links to further, more detailed information about the various elements of the Patient Callback feature. Just click the images for quick access. Enjoy!

Guides:

Activating or removing Patient Callback from a Group Guide

Service Delivery Console – Numbers Overview Guide

Patient Callback feature Guide

Configuring Patient Callback Guide

Guides:

Optimise Patient Callback Demos

Reducing call wait times at Whitehill Surgery Case Study

Course Content

What is Patient Callback?
What is Patient Callback?
How to set up Patient Callback
Accessing Patient Callback
Configuring Patient Callback
Patient Callback Audio Prompts
Advanced Patient Callback properties
Patient Callback in a Playlist
The patient experience of Patient Callback
Identifying and Reporting Patient Callback
Identifying Patient Callback
Patient Callback Reporting
Course assessment

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