Interactive Walkthroughs
Don't just watch, try it yourself. Click on the links below to access interactive demos. These allow you to click through the end to end process at your own pace:
EMIS Web: Interactive workflows for a Telephone consultation
TPP (SystmOne): Interactive workflows for a Telephone consultation
See it in Action
Alternatively, watch a video of the process, choose your consultation type to see how Surgery Intellect saves consultation minutes per patient by reducing cognitive load
Telephone Consultations
Watch this 3-minute walkthrough to see the full workflow
This covers:
The Process: Activating via the Phonebar, generating summaries, and viewing clinical notes
The Output: Amending layouts, updating medical codes, and generating referral letters
The Integration: Saving to patient records and viewing in EMIS Web
Using TPP? Watch this short clip to see the TPP filing process
In Person (Face to Face) Consultations
Watch these short videos to see how to launch Surgery Intellect during an in person consultation:
Start a Consultation (1 minute video): How to launch the Intellect window
Finish a Consultation (1 minute video): Ending the session and filing data
Regardless of how the process is initiated, reviewing the scribed summary and codes before filing them to the record follows the same procedure
Past Telephone Consultations
If you forget to use Intellect during a telephone consultation, or want to retrospectively apply to a previous telephone consultation, you can add it afterwards via the Patient Contact History using the Surgery Connect recording
Simply navigate to the necessary Call Information, and click Add Intellect to generate the outputs
View this interactive demo on how to do this, it allows you to click through the end to end process at your own pace
If you prefer to read through the step by step guidelines, see our Surgery Intellect Integrated Phonebar Help Guide here
Settings and Customisations
Manage your Intellect filing preferences via the Phonebar Settings Window under the Integration Tab
Medical Note: Toggle On/Off to decide if notes save to the clinical system
Codes: Toggle On/Off to manage medical code saving
See our interactive demo on how to do this here, to click through the end to end process at your own pace
Want to dive deeper?
If you find a little extra time in your schedule:
30-Minute Deep Dive: Watch our Academy trainers' full introduction
CPD Certified Learning: Log in to the Surgery Connect Academy to complete short e-learning courses about Surgery Intellect and earn certificates
Ready to try it?
Get a FREE trial
Register here to see how Surgery Intellect transforms your patient conversations and saves minutes per consultation



