ROLE PATHWAY

Care navigator & receptionist

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

Master the tools needed to navigate the ‘8am rush’ with confidence. This journey equips you with efficient call-handling techniques via the functionality of the Surgery Connect Phonebar, automated appointment management workflows, and transparency tools that reduce patient frustration and ensure a smoother, more organised ‘front-of-house’ experience.

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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Getting started with the Phonebar (Medicus)

Learn the key features and functionalities of the Phonebar and is perfect for beginning your Surgery Connect journey

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Getting started with the Phonebar (Vision)

Learn the key features and functionalities of the Phonebar and is perfect for beginning your Surgery Connect journey

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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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Getting started with the Non-Integrated Phonebar

Gain the essential skills to start utilising the Non-Integrated Phonebar and discover its benefits.

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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.

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 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.

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.