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
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