This guide takes you through the following:
Step by step guide
Accessing the Service Delivery Console
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
Select the Service Delivery Console
Don't forget - if you are already logged into a Surgery Connect console, you can navigate to any other console quickly by using the Menu, next to your initials
Or; Click on the arrow in your toolbar to see the hidden icons
Right click on the Surgery Connect Logo and select Launch Consoles. This will open up the selected console in a new window for you
Accessing Extensions
Once you have opened up the Service Delivery Console select Extensions from the tabs across the top
This will open the Extensions List where you will see all of the Extensions that are in your Surgery
The extensions list will show you;
the extensions type (handset model)
its Name/Location
the postcode of the site is is registered to (useful if you are a multi site practice)
the Permitted Users
the PC ID if Clinically Integrated
Options - EDIT button
Assigning Users
Permitted Users
Click the drop-down arrow in the Permitted Users column
You will then see a list of Users that are not currently assigned to the handset
Either select from the list, or start typing the name into the Permitted Users area to reduce the available Users list, and then select
To remove a User from the Permitted Users, click the red cross next to the User’s name
The User will be removed from the handset and will show in the available Users drop-down list
Once any changes have been made, click the green tick button to save the changes
You will see a Success or Failure message at the top of the page
Any issues will be described in a failure message
Assigning a Generic User
If a handset is in a room where Users will not log in as themselves, for example in a Staff Room, a dummy (generic) User can be created so that you can call the handset directly, once the Generic User is logged in
Click the blue Edit button in the row of the Extension you want to change
You can now change the Extension’s Name/Location and Permitted Users directly in the Extension table
Click the blue Assign Generic User button
This will automatically create a User, allocate an internal short dial number and make the new User the only Permitted User on the handset
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
This will allocate a 5 digit number
You can then edit the Generic User’s details in the User list to change the short dial allocated if needed, to fit within your number range
Changing the Generic Users Short dial
Navigate to the User list in the Service Delivery Console
You can search for your new generic user or scroll through the User list
Click the blue Edit button in the row of the User you want to change
The Edit User window will open
In the User Details tab you can change the User’s Name, Email address, Short Dial or Role (User Permission Level)
Change the Short Dial by typing into the box
Click the Save User button to save the changes, or the grey cancel button to stop editing the user
You will see a green Success, a red Error or a yellow Warning message at the top of the screen | |
Any issues will be detailed in the Warning or Error pop ups
Correct any errors in the User table and click the tick to save |
Removing the Extension Login Button
Once you have created your Generic User, it is best practice to remove the Login Button from the extension, this means that the handset and the Short Dial connected to it, can not be disconnected/logged out
Log In to the handset as the Generic User
Navigate to the Configuration Console
Don't forget - if you are already logged into a Surgery Connect console, you can navigate to any other console quickly by using the Menu, next to your initials
Or; Click on the arrow in your toolbar to see the hidden icons
Right click on the Surgery Connect Logo and select Launch Consoles. This will open up the selected console in a new window for you
To the left of the Configuration Console you will see the menu. Select Extensions
To the right of the menu you will now see a full list of your named extensions (desk phones)
The extensions will be listed alphabetically, scroll down the screen until you find the extension you are looking for, or type into the search bar
Click on the edit button to open all of the configurable aspects you have for that extension
The Editing extension window will open. Click on the Buttons tab
You will see an image of your handset showing the available buttons you can customise. The login button is normally one of your Line keys (hard keys)
Click in the drop down box and select Not Set
Click Save
You will be notified that the device has been updated
