Media library
Dive into our extensive Media Library to browse our curated videos and webinars. Filter by product, role, and goal, as well as use keywords to instantly find the professional insights you’re looking for.
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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.
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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.
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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.
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Unlock Your Phonebar’s full potential
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As a clinician, the Phonebar can save you up to an hour every day, with just three simple tips. Learn how to streamline communication, speed up common tasks, and simplify access to essential features – all without breaking your workflow.
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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.
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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.
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Streamline workflows with Advanced Clinical Systems Integration
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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.
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Improve the patient journey with Patient Callback
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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.








