The videos below will give you detailed instructions and advice on key areas of your Surgery Connect system. This area is aimed at Practice Managers but everyone can benefit from learning more about the flexibility that Surgery Connect has to offer and what steps can be taken to maximise the system for the benefit of your staff and patients.

Click the webinar link to watch the video, or click on the slides or Q&A sheet to download supporting documents.

5 Daily Checks

5 Daily Checks

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

Assigning Short Dial and the Central Directory

The Assigning Short Dial and Central Directory webinar goes through short dials for users and groups and explains bulk uploading, single uploading and maintenance of your central directory.
Backup Mobiles

Backup Mobiles

The basics and best practice for your backup mobiles.
Business Continuity

Business Continuity

The Business Continuity webinar highlights how to identify system failures both local and national, what steps to take during an outage and how to prepare for future outages.
Calendars

Calendars

The Calendars webinar shows you how you can create and amend prompts in your calendars using either the Configuration Console or the Service Delivery Console.
Call Report

Call Data from the User Console

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

Clinical Integration

How to set up and manage settings for our integration software for both EMIS and SystmOne.
Configuration Console

Configuration Console

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

Data Analysis and Reports Portal

The Data Analysis and Reports Portal webinar gives a breakdown of the reports available to you from the Reports Portal together with instructions on how to customise and download them as well as targeting real time data from the User Console.
Direct Dial

Direct Dial

Setting up a Direct Dial Number.
Extensions in the Service Delivery Console

Extensions in the Service Delivery Console

A look at Extensions through the Service Delivery Console.
Informing Your Patients

Informing Your Patients

The informing your patients webinar shows you how you utilise spare numbers to create an information line or add information prompts and SMS requests to your call flows in either the Configuration Console or the Service Delivery Console.
Patient Callback

Patient Callback

Lengthy call queues for patients trying to contact their practice can cause a great deal of stress, only then to be vented toward the receptionist once they get through. Surgery Connect offers the Patient Callback solution which improves the caller experience thus reducing the difficult conversations your Reception staff have.
Remote Working

Remote Working

Staff can work remotely just as if they are in the practice.
Create Groups of Staff

Resource Management

The Resource Management webinar demonstrates how to create groups of staff to handle specific queries and how to maximise group call answering but using Auto Step In.
Service Delivery Console

Service Delivery Console: Users and Groups

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

Service Desk Overview

An overview of the Service Desk, common questions, and where to find self help.
Supervisor Console

Supervisors

In this webinar, we go through the User Console, and how to get the best use out of it as a Supervisor.
Supervisor Console

Support Portal

How to contact our Support Team, raising and managing support tickets.
Surgery Connect Desktop Toolbar

Surgery Connect Desktop

An insight into the ongoing development of Surgery Connect.
Training Materials Youtube

Training Materials

How to access our Training Pages, the resources available through our training pages and our youtube channel.
VoIP System

Understanding the VoIP System

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

Voicemail

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

X-flow

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

Further information

To attend future webinars please contact the training team via email: Call: 0333 332 6777