X-on Health ICB Map from animation


What is our Access Optimisation Programme?

The ‘Delivery plan for recovering access to primary care’ published in May 2023, explained that easing the pressure on general practice and tackling the “8am rush” was fundamental to unlocking wider reforms and stated that the introduction of advanced Cloud-based telephony was a key component of achieving this. 

In this, the second year of the delivery plan, the focus is now on realising the benefits of this technology to patients and staff by driving the adoption of key features of digital telephony across all practices in England.

In essence, practices not only need to have the right tools in place, but they also need to know how to use them effectively. 

NHS England is committed to making it easier and quicker for patients to access primary care. Our Access Optimisation Programme is designed to help.

The structure of the programme:

Digital communication tools should work to empower patients as well as provide valuable demand management capabilities. With the Access Optimisation Programme, we will show you how to break down the barriers and make it easier to access care, while taking pressure off General Practice.

The Access Optimisation Programme is here to support practices in making full use of their digital telephony capabilities. In doing so, we aim to ensure that practices also meet capacity and access improvement payment (CAIP) payment criteria.

In year one of the Access Optimisation Programme we have agreed with NHS England to support the increased adoption of four key features that sit at the centre of improving access, namely:

  • Patient Callback
  • Call Routing
  • Softphone Usage (Phonebar)
  • Advanced Clinical Systems Integration

The Access Optimisation Programme presents three elements to support the adoption of these key digital telephony features. 

The three elements of the programme:

Data Analytics and Consultation

Accurate analysis and interpretation of the Surgery Connect dataset is key to ensuring that future decisions are made based on a full understanding of the results. To support this X-on Health proposes to provide regular consultations with the ICB in the form of:

  1. Review meetings every 6 months
  2. The provision of quarterly data analytic reports

This collaborative approach aims to help ICBs make informed decisions, ensuring a steady pace of positive changes and benefits. The outcomes will be evident in the evolving data.


  • Consistent data sets for easier interrogation and analysis.
  • Data-driven decision-making to optimise practice workflows and enhance patient access.
  • Insightful recommendations to strengthen strategic initiatives.
  • Ability to track progress.

Training ‘Internal Champions

X-on Health will provide in-person “Train the Trainer” courses tailored around the four key features of the Access Optimisation Programme, and informed by ongoing progress reports derived from the data.

In many cases, it is likely to be Digital Transformation Leads and Primary Care Network Managers who participate in the training as they play a key part in the adoption of Cloud telephony and can facilitate best practice and the most effective use of Surgery Connect features.


  • Foster and form confident “Internal Champions” through targeted training and recognition programmes.
  • Access to the Surgery Connect Academy to empower users with comprehensive support and a wealth of resources promoting a positive learner journey.
  • Guidance and recommendations from X-on Health to support a detailed plan of action.

Practice-level adoption

There is an extensive range of free resources available to all our customers, even before the system goes live. These resources include a named account manager for each practice, access to an extensive help centre, training videos, and webinars. 

Additionally, to ensure faster adoption of all of the features and functionality available with Surgery Connect, including future roadmapped releases, X-on Health can provide extra on-site training for each Practice at a cost.


  • Enhance operational efficiency saving valuable time and resources with more efficient workflows.
  • Implement best practices to provide greater patient access and improve patient satisfaction.
  • Empower individuals by providing training in the four key features.

Please note: Quotation for additional on-site training will be dependent on the structure of the programme that X-on Health has designed with the ICB.

National webinar series:

In June, as part of our Access Optimisation programme, we were thrilled to deliver a series of complimentary webinars focusing on the four key features at the centre of improved access, detailed below. Our experts dug into the benefits of each function and gave attendees practical insights on leveraging these features to their fullest potential. We also delivered an additional webinar centered around reporting that went on to become our most popular content. 

If you would like to view the webinars on-demand, please click the button below, and you will be taken to our Academy where you will be encouraged to further your learning with interactive courses that elaborate on the webinar content!

Our Academy is built on the knowledge and experience we’ve acquired by successfully implementing over 3,500 surgeries across England and Wales. 

Our Academy is a wrapper for all our learning methods and is designed to equip your team with the skills and knowledge needed to enhance operational efficiency, streamline processes, and ultimately, improve patient access. 

The eLearning platform, accessible to all Surgery Connect users free of charge, offers diverse and interactive training resources for convenient learning. It includes concise tutorial videos, engaging interactive graphics, and personalised feedback for an effective learning experience. Learners who complete the courses will receive certificates that can be used as CPD.

The overarching focus of these resources is to enhance the patient experience, improve digital access, and provide strong support to the four key features including surgery detailed call reporting to help track the performance of utilising the key features.

Complete this short form and we will begin your consultation process.

Improving Patient Experience: Case studies

Surgery Connect offers a multitude of features designed to enhance patient interaction and staff collaboration. A comprehensive understanding of these features enables your team to use them efficiently, unlocking their full potential for improved patient experience.