Surgery Connect Help

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

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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.

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Tickets

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