Earlier this year we unveiled Surgery Assist, the latest innovation in our toolkit. Formerly known as EDATT, primary care's premier AI-driven assistant is tailored to support NHS Pathways and community signposting with seamless telephony integration, leading to true automated care navigation

For more information check out our November webinar: "Introducing Surgery Assist, Primary Care's #1 chatbot"
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We are constantly striving to improve the features of Surgery Connect, and love to hear your suggestions and feedback!

To request new features or enhancements, simply email our Product Team on [email protected]

There are no associated costs for SMS messages when using the Patient Callback Queue Position Webpage

This is the case for:

Did you know you can decide whether to set a queue length threshold for the patient callback to be offered to callers based on the number of callers in the queue? The lowest setting is 4!

Don’t set it too low though! You don’t want the feature to be offered only for the caller to book a callback, end their call and then receive the callback straight away

A good rule of thumb is to set it no lower than double the number of staff you have answering the calls (if you have 4 Receptionists, set the threshold to 8 for example). Alternatively, you can choose to offer Patient Callback to Patients that have been waiting for a specified length of time

The Top 5 Surgery Connect Tips course provides you with the skills, knowledge, and confidence to implement five practical and actionable tips to help improve the patient experience at your practice

By implementing these strategies, you can streamline workflows, enhance patient satisfaction and make the most of Surgery Connect’s capabilities

In 2024, as part of our Access Optimisation Programme, we hosted a series of complimentary webinars focusing on the 6 key features at the centre of improved access:

To watch the recordings of these Webinars, as well as explore the Session Question and Answers, click the link below

The new version of the Phonebar (V7 and above) automatically updates providing you with the latest functionality with no additional fuss

Click About in the Phonebar menu to view which version you are on. To check to see if you are on the latest version, simply select Check for Updates. You can also select View Release Notes to see details of what was included in the most recent update

Are you using Version 7 of the Phonebar? Anyone using an older version should update now to unlock the full potential of our Products

Upgrading to the latest version will provide you with an enhanced experience, and ensure you have the latest security updates in compliance with CQC standards

There are 8 icons on the Phonebar that you can choose to show or hide, to customer the Phonebar to work best for you

The Phonebar Settings menu allows you to select which icons you display on your Phonebar and which appear in the Menu, via a toggle, to suit your daily tasks. By only selecting the icons you use most often you can reduce the size of your Phonebar

The 2024/25 GP Contract requires Practices to provide data on metrics through a national data extraction

Your Monthly Management Report now includes all the data aligned to the 9 NHS Metrics. All metrics required by the NHS are denoted by a blue cross

Our latest upgrades have introduced a brand new area, the Communications window, to the Phonebar. From here, Photo Requests can be easily and effectively managed

Patients can respond with up to 10 photos for each photo request

Check and Cancel enables Patients to easily confirm their appointment details and cancel without having to wait in a queue or speak to a call handler - helping to reduce missed appointments

The feature can be set up to operate out of hours so it can help patients to manage their appointments over the festive Bank Holidays

Did you know we send a newsletter at the beginning of every month of the year, to keep you up to date with the latest Surgery Connect releases?

This is also accompanied by a management report to help you keep track of your telephony data, identify trends and help you make improvements to your service

The recipient list for the Monthly Management Report and Newsletter can be amended via the Configuration Console. From here, access Global Settings and add the desired recipients in the Management Report Settings