This Guide takes you through the following:
Step by step guide
Accessing X-flow
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
To manage or edit existing call flows, navigate to the X-flow Console
To create a new call flow or to edit an existing call flow, navigate to 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
Adding a new call flow
Select the + Add New Call Flow button
You will be asked to choose the number you want to use for the call flow, the name of your call flow, and if you want to use a template
To create and empty/completely editable call flow, complete the Name Field and Choose the Empty Call Flow Template
Save the Call Flow
You will see a green Success message at the top of your screen when your new call flow has been created
A red Failed message will show if there is something that has not been entered correctly
Loading your New Call Flow
You new call flow will now be in the Numbers table
Search by the name you saved your new call flow as
Once you have found the correct Call Flow you can edit it through Options
Your new Empty Call Flow will open up in X-flow, ready for you to create/edit
Call flow Icons
Drag and drop an icon onto the workspace
Double click on the block in the workspace to open up the editable block properties
Each icon/block and its uses are explained in full in our further X-flow guides
Building a call flow
See our full step by step guide on how to build a call flow, from the Empty Call Flow Template (using an Emergency Bypass call flow example)
Call Flow Functions
Call flow functions are found at the top of your X-flow workspace and will help you load, edit, arrange and test your call flow
Click here for our full guide
Call flow templates
Templates can be used to set up a call flow with standard messages and with various combinations of calendars, menus and groups
When selected, each template will give a preview
Click here for our full guide
Group Queue Priority
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
Select the Configuration Console
Select the Groups from the menu on the left hand side
Use the search box to find the Group you want to amend
Click the pen icon on the required Group to edit the settings
On the General tab, you can change the Queue Priority calls though this Group
Select the Queue Priority drop down box, and choose your setting
Click Save
