Surgery Connect Help

New Phonebar features and functionality for EMIS, SystmOne and Non-Integrated users

Phonebar V7.0

This guide assists Supervisors in managing which numbers are visible for users to choose to dial out from via the Phonebar menu

CLI Settings for Phonebar users

The Communications window gives visibility of Voicemails, photo requests sent and photos received

Communications Window

Integrate directly with your clinical system, make and receive internal/external calls, video calls, send SMS and photo requests

Phonebar

Phonebar - The Basics

A quick visual guide to using the Phonebar. PRINTABLE RESOURCE

Phonebar Prompt Card

An Introduction to the Phonebar

A brief introduction to the Phonebar, its features and how to use it

Phonebar Introduction

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

EMIS Phonebar Installation

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

SystmOne Phonebar Installation

Each user can change the settings and application preferences to suit them.

Settings and Preferences

Setting your password for the first time

How to install the Phonebar and manage your settings

Phonebar Installation and Set Up

The Phonebar brings powerful communication tools to your desktop. There are several ways you can make a call

Voice Calls

You can make a video call when calling a mobile number (smartphone) via the Phonebar when device is set to softphone.

Video Calls

You can send an SMS to a patient, using templates, NHS conditions or bespoke SMS and file them onto their clinical record using the Phonebar

SMS Messages

You can send a photo request to a patient, receive photos, view and file them to their clinical record using the Phonebar

Photo Requests and Photos Received

Appointments allows clinical staff to view their appointment lists and contact the patients directly

Appointments

Active Patient offers you single click communication options with the patient you have open in your clinical system.

Active Patient

The Phonebar allows access for all telephony functionality to be controlled from the PC screen, depending on your selected call device.

In Call Features - Softphone

Contact History is used to access your patient contact and file them to their clinical record and Call History is personal contact history

Contact History

Full guides on calling, messaging and clinical integration features

Using the Phonebar

Technical Specifications - Phonebar

What the patient sees or hears when they access Surgery Connect features

Patient Experience

If your Phonebar is not working as you would expect you can send us a diagnostics report.

Phonebar Diagnostics

SystmOne no site ID

Surgery Connect Firewall Requirements

Technical Support

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