X-on Health Help

If your desk phone is not available you may need to associate it to the PC.

Connect to a desk phone - Configuration

After the initial installation of Surgery Connects Integration software, during setup of each PC, you will be asked for an App Pin.

App Pin - Clinical Integration

You can create standard SMS templates in the Configuration Console, for everyone to use when sending messages from the practice

SMS Templates

Configuration Console - Clinical Integration

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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