Phonebar V8.6.4

A gradual rollout for this version will run from Wednesday 28th January to Thursday 26th February 2026

You will be notified via the Phonebar when the update is available for your site

🚀 What's New

Filing Surgery Intellect to the Patient Record

We are pleased to confirm that we have had the necessary approval to facilitate the filing of Surgery Intellect, powered by TORTUS, to the Patient Record

To dictate which data is saved to the Clinical Record, navigate to the Phonebar Settings Integration Tab

For more information, see our Surgery Intellect Help Guides and Academy Course

You can now sign up for a FREE, three-month trial of our voice-enabled assistant. Click here to register and see how it can transform your patient conversations and save minutes per consultation

Silent Monitoring

You can now listen in on an active call via the Phonebar using Silent Monitoring. This can be used for training new members of staff, getting additional input when required or just to listen to known difficult callers

How you silent monitor calls will be dependant on your User Permissions. Supervisors will be able to Silent Monitor any active call without notifying either participant, but Standard Users will need to be invited before they can do this via a new icon on the Phonebar

For more information on how Silent Monitoring works, please see our Help Guide here

Omni Consultation Forms Enhancements

We have made a series of enhancements to our Omni Consultations Forms feature to improve the way requests are displayed and filtered

Omni Consultations Forms allow patients to submit medical requests directly to your practice. This information is then compiled into responses within the Communications Window Forms tab, allowing your staff to easily manage the triage workflow

The Consultation Form data is gathered through the following:

Voice Agent built into the call flow
Web Form
Manual entry by staff

All new Online Consultation Form requests are displayed in the Communications Window Forms tab, ready for your staff to assess, set priority/severity, assign to colleagues and add comments. Once a response has been triaged, SNOMED Codes can then be assigned to each item. These responses can also be saved directly to the Clinical Record

This February, we're running a limited series of free, 30-minute learning sessions to explore how you can unify every patient request into one place through Omni Consultation Forms

Click here to register for a slot

For more information, see our Collection of Omni Consultation Guides here

🛠️ Minor Fixes

Stability improvements and minor fixes
General UI improvements

Have you visited the Surgery Connect Academy? Our Mastering the Phonebar courses for EMIS Web and SystmOne Users covers everything you need to build the skills, knowledge and confidence of Phonebar users within your practice