Skip to main content
SystmOne Phonebar Installation

A full guide to installing and setting up your Phonebar for SystmOne

Updated over a month ago

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

Step by step guide


Before you start!

When getting started, a SystmOne Administrator must be the first user in the practice to follow the installation process to approve the integration with the clinical system

The Phonebar will need to connect itself (associate) to your SystmOne profile before you can use it so you must login before you start

Log into SystmOne

Keep it open in the background during the set up process


Step 1 - Download the Phonebar installer

You will have been provided with a download link for the Phonebar Installer

Click on the link provided to start the download

NOTE: if this doesn't open up the installer straight away, double-click on the Phonebar install file

The Phonebar 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

NOTE: If you have not already logged in to your SSO you will need to enter your email address and click Forgot your password?, this will email you a link to set your password


Step 2 - Log into the Surgery Connect SSO

Log in to the Surgery Connect SSO

  1. Once you have completed the log in process, you will see an authentication notice, to confirm your Surgery Connect profile, you can now continue with the set up


Step 3 - Follow the on screen set up instructions

Click back onto the Phonebar set up while it continues to verify your details

Once your identity has been confirmed you will receive a welcome screen - check it has recognised your user profile correctly

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

Select SystmOne as your integration option

Then confirm you have SystmOne open by clicking the tick box in the NOTE

Once both have been selected, click NEXT

You will then need to confirm your SystmOne Approval. Click onto SystmOne, when you do this a pop up should appear

Click Approve

SystmOne will then ask you to name the device, you can change the automatic name if you want

Click OK

When doing this for the first time you will then be asked to click the Associate button, if you are happy with the user association

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

Click NEXT

You will be notified of Setup success

Click FINISH

This will launch the Phonebar

Want to learn more about the Phonebar? Our Mastering the Phonebar Academy Course for SystmOne users covers everything you need to build the skills, knowledge and confidence of Phonebar Users within your practice


SystmOne Upgrade Process

Open Settings from the User Menu

Select About from the left hand menu

Click CHECK FOR UPDATES

You will receive a notification

The Application Updates popup will display

If you don’t see popup check the icon in your taskbar, the icon will pulse orange, if you hover your mouse over it you will see the pop up

Choose Restart to update now

or Later, if you click Later it will update either when the application is closed or SystmOne is locked

Note: When clicking Restart it does not restart your entire PC, only the Phonebar

Did this answer your question?