Surgery Connect Help

A look at how you can use Surgery Connect to cope with the Seasonal Clinic influx

How Surgery Connect can help with Seasonal Clinics

This webinar covers the features and functionality of the Surgery Connect Phonebar for SystmOne ahead of its upcoming release

Phonebar for SystmOne Users

Webinar showing you the Support Portal, how to raise a ticket and the Service Status.

Support Portal & Help Centre

Surgery Connect Academy Webinar

Mid-Year Product Roadmap Webinar

Detailed instructions and advice on key areas of your Surgery Connect system

Surgery Connect Webinars

Check & Cancel via X-flow. Control where it is presented in your call flow, eg, when you are closed or part of your appointment menu

EMIS - Feature Update - Check and Cancel

Introducing the SystmOne Integrated Phonebar

Personalised Call Routing with Hall Green Health

Phonebar update

Check and Cancel with Long Stratton Medical Partnership

What happened in 2022 to X-on and Surgery Connect and our plans for 2023.

Review of 2022 - Coming up in 2023

Surgery Connect Updates

Product Releases/News

Everything you need to know about the Appointments List in the Phonebar

Phonebar - Appointments List

How staff can work remotely just as if they are in the practice, using the User Console and the Softphone.

Remote Working - Softphone

An overview of the system and the equipment you will see in the practice.

Understanding the VoIP System

Webinars for all Users of Surgery Connect

Users

An in-depth look at the Service Delivery Console - Users and Groups

Users and Groups

A look at Extensions through the Service Delivery Console, and the Configuration Console.

Extensions

How you can create or edit calendars, adding events and prompts using either the Configuration Console or the Service Delivery Console.

Calendars

Discover how to use X-flow to set up and emergency bypass call flow.

X-flow

This webinar goes through short dials for users and groups and explains bulk or single uploading and maintenance of your central directory.

Assigning Short Dial & Central Directory

Webinar showing you how to add a No Appointments mode to your calendar and how to activate it.

No Appointments

5 quick checks that can be done in the User Console daily, to help you get the most out of your Surgery Connect phone system.

5 Daily Checks

See how to export and manipulate detailed call data from the User Console, including finding frequent callers and chargeable numbers.

Call Data from the User Console

What is in the Configuration Console and how to use it to its full potential.

Configuration Console

A breakdown of the reports available to you, instructions on how to customise and download them and targeting real time data.

Data Analysis and Reports Portal

Setting up a new Direct Dial number via the Service Delivery Console.

Direct Dial

Ideas to utilise spare numbers to create an information line, add information prompts and SMS requests to your call flows.

Informing your Patients

Maintenance tips for keeping Surgery Connect running smoothly

New Starters, Leavers and Housekeeping

How to create groups of staff to handle specific queries and how to maximise group call answering by using Auto Step In.

Resource Management

A full guide to your SMS Feature. Making SMS Templates for your surgery, sending SMS and SMS reporting.

SMS Feature

Monitor your busy periods to help you adjust your staffing levels on a day to day basis or for peak holiday periods.

Staffing Levels/Peak Periods

The User Console, and how to get the best use out of it as a Supervisor.

User Console for Supervisors

How to set up, use and maintain the Surgery Connect Voicemail option.

Voicemail

In depth webinars aimed at managing Surgery Connect

Supervisors

The basics and best practice for your backup mobiles.

Backup Mobiles

Business Continuity

Latest News

Academy

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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