What is in the Advanced Area?
Surgery Connect has many advanced features, access and set the configuration around these features here
From your Service Delivery Console select Manage advanced settings
Or, click on Advanced from the menu at the top of the Service Delivery Console
Advanced Area Overview
When you access the Advanced area you will see the following options:
What are you looking for?
Waiting Room Dialler - coming soon
Patient Callback
From the Advanced In Manage Callback surgeries can configure and add a bespoke message patients see when viewing the Patient Callback queue position web page
Double-click on Manage Callback
The editable Patient Callback Webpage will open
Here surgeries can add a title and a bespoke message to patients
There are two free text box entries, one for the Title and the other for the Content. The title is limited to 60 characters, and the content of the message is limited to 220 characters
The formatting options for the message are; Bold, Italic, Underline and Embed Link only
Should the title and content fields not be completed then the following default message will be displayed on the webpage below the queue position:
Title
We Will Call You Back Soon
Body
Our team will be in touch soon, please have your phone with you to receive our call. If you no longer require the callback, please use the Cancel button below
The Queue Position in the SMS is hard coded in the Group Properties Block (SMS) and cannot be changed
Read our Patient Experience guide for patient callback
Check and Cancel
In Manage integration API users surgeries can add their Check and Cancel API User
You will only have access to the Advanced tab once the Support Team have added Check and Cancel to your service
From the Advance tab select Manage Integration API users
Select + Add New Integration API User button and this will allow you to add the details of the new API user you created
Complete the required fields
The Label can be named by you and is a means to identify the API User easily
The Clinical System Reference will auto-fill if you have only one CDB, if you have more than one, please use the drop-down box to select the correct reference
The API User Name and API User password are those of the new API User created in EMIS
Save the Integration API User
A Success notification will show in the top right-hand corner of your screen
Your new API User will now show in your API User list
When you are ready to use the API User you will need to Validate it by clicking on the validate button
Service Settings
The Service Settings is where you decide whether to write patient contact activity back to the patient record with SNOMED code
With Service Settings turned on you can file call activity without having to file the call recording
These settings will sit at the service level where you can switch them on or off for all users of that service
The settings are for Inbound Calls, Outbound Calls and Photos - sent and received
Turn the Setting to On to file activity automatically, NOT STORE FILES
Once you have applied the Settings, all users MUST exit the Phonebar and relaunch it for the update to take effect
If turned on, the textual entries in the patient record will read as follows:
Inbound callInbound call answered by [User Name] [Date] [Time] Calling number - [CLI] Talk Duration - [Call Length]
The SNOMED Code to be written for Inbound Calls is 25691000000103 |
Outbound CallOutbound call made by [UserName] [Date] [Time] Number Dialled Talk Duration - [Call Length] (if 0 it will say "Not Answered")
The SNOMED Code to be written for Outbound Calls is 24671000000101 |
Photo Request SentPhoto request SMS sent by [User Name] [Date] [Time] Sent to - [Mobile Number] or [Email]
The SNOMED Code to be written for a photo request SMS is 279991000000102 |
Photo ReceivedPhoto received by [User Name] [Date] [Time]
The SNOMED Code to be written for a photo received is 257444003 For SystmOne ONLY when a photo is sent by the patient the code written will be CTV3 of X79n4 |
SMSThe SNOMED Code to be written for SMS is 279991000000102 |
Even if the data is written to the patient record, you can still see it in the
Contact History so you can file items from there too