Service Delivery Console
Manage your Users, Groups, Numbers, Calendars and Extensions
30 articles
- Accessing the Service Delivery ConsoleHow to access the Service Delivery Console to add and manage Users, Groups, Calendars, and to create the actions taken through call flows
- What is the Service Delivery Console? An IntroductionThe Surgery Connect Service Delivery Console (SDC) can be used to manage various aspects of your Surgery Connect system
- Password ManagementCreating and resetting your Surgery Connect Password
Service Delivery Console - Advanced
Manage Advanced Surgery Connect Features
- Service Settings - Write more patient contact to the patient recordSurgeries can automatically code patient communications to a known patient record
- Service Delivery Console - AdvancedConfigure Surgery Connect's advanced features
- Website Widgets - Displaying Call QueuesCreating website widgets to display call queues
Service Delivery Console - Users
Adding and editing Users
- Service Delivery Console - Users OverviewUsers log in to any device, either within the practice or remotely to make and receive calls. Supervisors can add, edit or delete Users
- Adding Users in BulkWhen you are starting to build your Surgery Connect system you can add your Users in one bulk upload
- Adding Users IndividuallyTo maintain and manage your Surgery Connect system you can add new Users individually through the Service Delivery Console
- Editing UsersOnce uploaded, a User’s details can be changed by editing the details in the User table
- Deleting UsersA User’s details can be deleted directly from the User table
- Resetting a User's PasswordSupervisors can send an access email to a new User, or a access email to a current User so they can re-set their password
- Printable Short Dial (internal) DirectorySometimes you need a hard copy list of your internal numbers - this guide will show you how to create one to print
Service Delivery Console - Extensions
What to do with your extensions/handsets
- Service Delivery Console - Extensions OverviewManage your extensions (desk phones) through the Service Delivery Console, including permitted users, phone names and clinical integration
- Editing Extensions & Assigning UsersYou can assign Users to Extensions to make it quicker for regular users to log in manually to a desk phone and edit extension names
- Assigning an Generic UserYou can assign a generic users to a handset where Users will not log in as themselves, for example in a Staff Room
Service Delivery Console - Groups
Adding and editing Groups
- Service Delivery Console - Groups OverviewOrganise your Users Into groups. You can create new Groups for both internal and external calls, and manage the members of the Group
- Adding GroupsYou can create new Groups for both internal and external calls, and manage the members of the Group, through the Service Delivery Console.
- Editing Groups - Adding/Removing Group MembersOnce created, Group information and members can be changed by editing the details in the Group table through the Service Delivery Console
- Deleting/Removing GroupsIf you no longer require a Group, removing the Group Members and any short dial number will remove it from the User Console
Service Delivery Console - Calendars
Adding and editing Calendars
- Service Delivery Console - Calendars OverviewCalendars allow you to control the opening times for all your surgery's phone numbers and specify the availability of your Groups
- Adding a New CalendarYour main calendar controls your main call flow, but you may need to add new calendars for different departments or Groups
- Adding a new Calendar ModeCreating a new calendar mode for you Mode Switch
- Editing Calendars - Advanced Calendar Settings - Adding EventsYou can make basic changes to your calendars by editing, or you can change or add calendar modes through Advanced Calendar Settings
- Deleting a Calendar EventYou can delete specific calendar events through the Service Delivery Console
Service Delivery Console - Numbers
Number (internal and external) and adding them to call flows
- Service Delivery Console - Numbers OverviewInternal and external numbers are listed here. Each number needs a call flow, with prompts and actions the system takes the caller through
- Adding a New Call FlowYou can create a new Call Flow through the Service Delivery Console
- External (inbound) NumbersIdentifying, assigning and un-assigning your inbound surgery numbers
- Short Dial (internal) NumbersShort Dial Numbers are your internal numbers for Users and Groups
- Setting up a Direct Dial NumberYou can use external (inbound) numbers to set up a Direct Dial number for a User or Group