Catch up on latest Surgery Connect releases and new features.
Update

Calling All SystmOne Customers, it's Time to Upgrade!

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Shared by Product • January 16, 2024

All SystmOne Surgery Connect customers will need to upgrade to our updated Phonebar before the end of February 2024,

The current product is EOL (End of life). Therefore your integration will not work beyond this date.

Our dedicated team are here to support you with your upgrade. To upgrade, visit our support portal and raise a ticket.


Free User Training

To help you make the most of the new Phonebar features we offer a series of live online user training sessions. To book your session please email training@x-on.co.uk or view our schedule.


Phonebar Features

The Surgery Connect Phonebar consolidates GP telecoms and patient communications into a single application to maximise practice efficiencies. It fully integrates with your Clinical System to centralise your patient communications and clinical records.

Seamless Working Environment

The Phonebar acts as a single app to handle calls, send SMS and photo requests, and file call recordings and photos back to the patient’s clinical record; creating a more seamless working environment for GPs and joined-up service for patients.

Improved Patient Experience

Active Patient offers you single-click communication options with the patient you have open in your clinical system. Users can choose the communication type, select from the numbers stored in the patient record or free type an alternative number. Identifying patients on inbound calls saves time and improves accuracy.

Appointment Management

The Appointments feature allows clinicians/GPs’ to view their appointments and make calls, video calls, send SMS messages and photo requests directly from the appointments list.

Users can switch seamlessly between records and even SMS/message all patients within an appointment list, which can be used as a reminder that patients will shortly be contacted.

Improvement

Configuration Console - User Password Control changes

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Shared by Product • January 10, 2024

The Supervisor’s ability to change passwords in the User section has been removed.

Users with an email address attached to their user profile will still be able to reset their password.

Now, Supervisors can send a Password reset email either from the User's profile in the Configuration Console (see image above)

Or,

Via the Service Delivery Console by clicking on the envelope icon

Logged in Users can reset their own password using the Manage Account option available via the burger menu in the SSO Consoles

The Manage Account screen looks like this:

Users enter their existing password and then enter a new password

Password Format Restrictions

  • Password must be at least 7 characters
  • Password must contain at least one uppercase and one lowercase letter
  • Password must contain at least one number

Feature

Flu Clinic Management

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Shared by Product • September 29, 2023

Flu season is a very busy time of year which can cause an influx of calls

There are a variety of ways you can enhance your call flow to improve your patient contact and reduce the impact of these calls on your main call answering groups

  • Announce that you are running flu clinics in your welcome greeting/prompts so patients know to listen for specific information or instructions

  • Use additional prompts in your playlist or before your hang-up/s to let them know what to do and what alternative options are available to them when they can’t speak to someone

  • Make a Flu calendar mode which can be set each year to control all of your Flu additions

NOTE: Coming soon Check and Cancel

Feature update

EMIS Phonebar - three new features update

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Shared by Product • July 17, 2023

We have listened to your feedback and added three new features to the EMIS Phonebar:

  • Copy number to clipboard
  • Secondary ringer
  • File SMS by default
New product
Feature update

SystmOne Phonebar is coming!

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Shared by Product • June 22, 2023

Hi there,

In preparation for the launch of the SystmOne Phonebar we have reviewed, condensed and updated our Phonebar Guides. The new guides combine both clinical systems in a fresh, user friendly format


Look out for the release date through our socials!

Feature update

Standard User view in the User Console has been updated!

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Shared by Product • February 09, 2023

Standard User User Console View has been updated 🙌.

Some of our older customers will be familiar with the now redundant Standard User Role.

Whilst this role is no longer available there are many existing users set at this level. We have made a change to the permissions for this user and they will now be able to see all the contacts for their practice listed in the right hand of the User Console screen.

Before, Standard Users could only see themselves and the groups they were a member of:

Now they can see all users and groups:

NOTE: This change only impacts the Standard User role which has been redundant since 2021.

See this Role Permission Guide for the roles now offered.

New

Introducing the new look Help Centre

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Shared by Product • January 25, 2023

We are excited to announce the launch of the new look Help Centre 🎉.

You may have seen some changes

  • Home - Search Articles and review suggested articles
  • Help - Straight to search. If you search for an article and it doesn't have the answer you need, you can contact us by selecting the sad face. We will reply as quickly as we can!
  • News - Here you will see all of our news, including Product updates, webinar information and feature information
  • Messages - When you have contacted us, you can keep track of your messages here

Please remember, if your query is urgent you can contact the Support Team directly through the Support Portal, or via phone (Support Team number should be displayed on a sticker on your desk phones)