ROLE PATHWAY

Clinician

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

Streamline your clinical workflow by integrating your Surgery Connect phonebar directly with your clinical system. This pathway focuses on reducing administrative friction through seamless clinical integration and AI-powered tools such as Surgery Intellect, allowing you to dedicate more time to patient care and less to manual data entry.

We have created a series of courses, webinars, and resources to help you achieve this goal.

Key courses:

New release: Custom templates in Surgery Intellect, powered by TORTUS (BETA)

VIEW COURSE
Optimising practice performance with Surgery Insights

This course provides a comprehensive overview of how to navigate and utilise the Surgery Insights dashboards to help drive practice performance.

VIEW COURSE
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.

VIEW COURSE
Getting started with the Phonebar (Medicus)

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

VIEW COURSE
Getting started with the Phonebar (Vision)

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

VIEW COURSE
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.

VIEW COURSE

Watch and learn

Equity of access: Introducing Omni Consultations

Can’t view the content?

Click here

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.
Intellect – Real results from real users

Can’t view the content?

Click here

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.
Unlock Your Phonebar’s full potential

Can’t view the content?

Click here

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.
Improving the patient journey with X-flow

Can’t view the content?

Click here

X-flow is the interactive tool that allows you to view and update your Surgery Connect call flows with ease.
Introduction to Management Reporting

Can’t view the content?

Click here

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.
Streamline workflows with Advanced Clinical Systems Integration

Can’t view the content?

Click here

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.