Skip to main content

SystmOne NavBar Installation

A full guide to installing and setting up your NavBar with SystmOne

Updated over 3 weeks ago

The following guide will take you through how to install and set up the NavBar for SystmOne

Before you start

When getting started, a SystmOne administrator must be the first User at your site to follow the installation process to approve the integration with the clinical system

The NavBar will need to connect itself (associate) to your SystmOne profile before you can use it. In order to this, you will need to login beforehand and keep it open in the background during the setup process


Step 1 - Download the NavBar installer

You will have been provided with a download link for the NavBar installer - click on this to get started

If the installer doesn't open straight away, you can double-click on the Phonebar install file instead

The NavBar Setup window will display

Click on the CLICK HERE TO GET STARTED button

This will open up the SSO Log in in a new browser tab


Step 2 - Log into the Surgery Connect SSO

Enter your email address and password to log into the SSO

If you are logging in for the first time you will need to enter your email address and click the Forgot your Password? button. Once this has been done, you will receive a link via email to set your password

Once you have successfully logged in you will see an authentication notice confirming your Surgery Connect profile. Once you see this, you can continue with the setup


Step 3 - Follow the on screen set up instructions

Click back onto the NavBar setup while it continues to verify your details

Once your identity has been confirmed, the following welcome screen will display

If you are happy that is has authenticated you correctly click NEXT

Select SystmOne as your integration option

You will need to confirm that you have SystmOne open in the background by clicking the tick box in the NOTE

Once both have been selected, click NEXT

You will then need to confirm your Device Approval in SystmOne. Navigate back to SystmOne, where you should see the below popup

Click Approve

SystmOne will then ask you to name the device. This pulls through with a default name, but you can change this name if you wish

Click OK

When doing this for the first time you will then be asked to associate your Surgery Connect User with your SystmOne User. If you are happy with this, click ASSOCIATE

The Associate button will turn into a green tick confirming the association

Click NEXT

You will then be notified of Setup success

Click FINISH

This will then launch the NavBar


NavBar Upgrade Process

From within the NavBar User Menu, select Settings

Select About from the left hand menu

From here, you will be able to see the version of the NavBar you are currently running. You can also access Release Notes for the latest version

Please note: the Release Notes listed are for the Surgery Connect Phonebar. Some features and enhancements may not be accessible for the NavBar. For more information on upgrading, book a demo with one of our experts here

Click CHECK FOR UPDATES to check whether there is a newer version of the NavBar available

You will receive a notification to let you know a new version is available and being downloaded

The Application Updates popup will display

Choose Restart to update now

or select Later to update either when the application is closed, or when SystmOne is locked

Please note: clicking Restart will only restart the NavBar, not your whole PC

Did this answer your question?