Surgery Connect Help

How to access the Service Delivery Console to add and manage Users, Groups, Calendars, and to create the actions taken through call flows.

Accessing the Service Delivery Console

The Surgery Connect Service Delivery Console (SDC) can be used to manage various aspects of your Surgery Connect system

What is the Service Delivery Console? An Introduction

Creating and resetting you Surgery Connect Password

Password Management

Manage your Users, Groups, Numbers, Calendars and Extensions

Service Delivery Console

Surgeries can automatically code patient communications to a known patient record

Service Settings - Write more patient contact to the patient record

Configure Surgery Connect's advanced features

Service Delivery Console - Advanced

Users log in to any device, either within the practice or remotely to make and receive calls. Supervisors can add, edit or delete Users.

Service Delivery Console - Users Overview

When you are starting to build your Surgery Connect system you can add your Users in one bulk upload.

Adding Users in Bulk

To maintain and manage your Surgery Connect system you can add new Users individually through the Service Delivery Console.

Adding Users Individually

Once uploaded, a User’s details can be changed by editing the details in the User table.

Editing Users

A User’s details can be deleted directly from the User table.

Deleting Users

Supervisors can send an access email to a new User, or a access email to a current User so they can re-set their password.

Resetting a User's Password

Sometimes you need a hard copy list of your internal numbers - this guide will show you how to create one to print.

Printable Short Dial (internal) Directory

Service Delivery Console - Users

Manage your extensions (desk phones) through the Service Delivery Console, including permitted users, phone names and clinical integration.

Service Delivery Console - Extensions Overview

You can assign Users to Extensions to make it quicker for regular users to log in manually to a desk phone and edit extension names.

Editing Extensions & Assigning Users

You can assign a generic users to a handset where Users will not log in as themselves, for example in a Staff Room.

Assigning an Generic User

Service Delivery Console - Extensions

Organise your Users Into groups. You can create new Groups for both internal and external calls, and manage the members of the Group.

Service Delivery Console - Groups Overview

You can create new Groups for both internal and external calls, and manage the members of the Group, through the Service Delivery Console.

Adding Groups

Once created, Group information and members can be changed by editing the details in the Group table through the Service Delivery Console.

Editing Groups - Adding/Removing Group Members

If you no longer require a Group, removing the Group Members and any short dial number will remove it from the User Console.

Deleting/Removing Groups

Service Delivery Console - Groups

Calendars allow you to control the opening times for all your surgery's phone numbers and specify the availability of your Groups.

Service Delivery Console - Calendars Overview

Your main calendar controls your main call flow, but you may need to add new calendars for different departments or Groups.

Adding a New Calendar

Creating a new calendar mode for you Mode Switch

Adding a new Calendar Mode

You can make basic changes to your calendars by editing, or you can change or add calendar modes through Advanced Calendar Settings.

Editing Calendars - Advanced Calendar Settings - Adding Events

You can delete specific calendar events through the Service Delivery Console

Deleting a Calendar Event

Service Delivery Console - Calendars

Internal and external numbers are listed here. Each number needs a call flow, with prompts and actions the system takes the caller through

Service Delivery Console - Numbers Overview

You can create a new Call Flow through the Service Delivery Console

Adding a New Call Flow

Identifying, Assigning and Un-assigning your inbound surgery numbers, and

External (inbound) Numbers

Short Dial Numbers are your internal numbers for Users and Groups.

Short Dial (internal) Numbers

You can use external (inbound) numbers to set up a Direct Dial number for a User or Group.