Short on time? User this page to quickly see how the Omni Consultation Forms feature and our Voice Agent enable you to offer equitable access for every patient without adding to staff workload
Whether a patient speaks to a Voice Agent, completes a web form, or talks to your team, their medical request lads in the same structured flow within the Surgery Connect system
See it in Action: The Voice Agent
The Voice Agent is designed to enhance accessibility by enabling patients to complete medical request forms over the phone, using voice-to-text technology. Once completed, the content of their call is captured, and the response is added to the Communications Window Forms tab within the Phonebar, ready for your staff to triage
Watch this 1.5 minute walkthrough to see just how easy it is for a patient to complete and submit a form through our Voice Agent
If you prefer to read through the step by step guidelines, have a look at our Help Centre guide here
See it in Action - Managing your Forms
Regardless of how the medical request form submission is initiated, managing the request through the triage process and filing the details to the patient record follows the same, unified procedure:
The Process: Accessing the submitted form seamlessly from the Communications Window of the Phonebar
The Output: The quick and easy triage workflow
The Integration: Saving to patient records and viewing in EMIS Web (Not yet available for SystmOne users)
Choose your form submission type from the sections below to watch a short video of the seamless process:
Managing a Voice Agent Form Submission
Watch this 3 minute walkthrough to see the full workflow
Managing an Online Web Form Submission
Watch this 2.5 minute walkthrough to see the full workflow
Managing Staff-Completed Patient Form Submissions
Watch this 2 minute walkthrough to see the full workflow
If you prefer to read through the step by step guidelines, have a look at our Help Centre guides here
See it in Action - Settings and Customisations
Managing your Omni Consultation forms and configuring the Voice Agent in your Call Flow is quick and easy. Have a look at the below videos for a quick walkthrough:
Configuring Forms in the Service Delivery Console
Watch this 1.5 minute walkthrough to see the set up
Setting up Your Voice Agent
Watch this 1.5 minute walkthrough to see the set up
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 the short e-learning course Navigating Omni Consultation Forms and earn a certificate
Ready to try it?
Register your interest here to see how you can capture every patient's needs, first time, to provide more equitable access and better manage triaging