Job summary
Employer heading
Booking Clerk and receptionist Gynecology
NHS AfC: Band 2
Job overview
Our Booking Clerk/Receptionist will provide efficient administration in all aspects of patient appointment booking with strict adherence and compliance to the Trust’s Patient Access Policy. To ensure that patients are treated with courtesy, dignity and respect. They will ensure the outpatient booking and reception process is managed in line with the Standard Operating Procedures in accordance with the Trusts Patients Access Policy. They will ensure the successful management of patients who are referred to the Trust while waiting for treatment within locally agreed accessÌý
targets.
Our Booking Clerk/Receptionist will ensure that all information is entered in a timely and accurate manner, in accordance with the data quality standards and Data Protection Act 1998. Amend or report inconsistencies of data as soon as possible. They will ensure the systems of managing appointments for patients who have failed to attend (DNA’s) are in accordance with the Trust DNA policy.
Their work will bring them into contact with matters of a confidential nature, particularly information relating to the diagnosis and/or treatment of patients individual staff records, information regarding contracts, tenders etc. may not be divulged without the authority to do so, disciplinary action will be taken for any breach of confidentiality
Main duties of the job
·ÌýÌýÌýÌýÌýÌý Handling inbound calls
·ÌýÌýÌýÌýÌýÌý Booking, cancelling and rearranging Outpatient appointments
·ÌýÌýÌýÌýÌýÌý Making outbound calls
·ÌýÌýÌýÌýÌýÌý Maintaining a high standard of customer service
·ÌýÌýÌýÌýÌýÌý Checking patients in for Outpatient appointments
·ÌýÌýÌýÌýÌýÌý Management of notes (tracering, requesting, etc.)
·ÌýÌýÌýÌýÌýÌý Setting up of clinics for day
·ÌýÌýÌýÌýÌýÌý Providing admin support to the Clinical team in the daily running of clinics
·ÌýÌýÌýÌýÌýÌý Use of hospital systems to effectively support the management of the patient journey
·ÌýÌýÌýÌýÌýÌý Managing clinic capacity
·ÌýÌýÌýÌýÌýÌý Managing pending lists and wait times
·ÌýÌýÌýÌýÌýÌý Processing new referrals from external and internal sources
·ÌýÌýÌýÌýÌýÌý Managing theatre and secretary request spreadsheets
·ÌýÌýÌýÌýÌýÌý Liaising with colleagues at all levels to ensure the patient journey is smooth
·ÌýÌýÌýÌýÌýÌý To work in accordance with the Trust policies at all times
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Working for our organisation
About your new team and department
The Gynecology ÌýPatient Access Centre and Outpatient reception is made up of 5ÌýÌý ÌýTeam members, 4 Booking Clerks/receptionists and one supervisor which are based in Women’s health unit on level 5. The team books Outpatient Appointments for the Women’s health service within the Torbay and South Devon Healthcare Foundation Trust.
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Detailed job description and main responsibilities
·ÌýÌýÌýÌýÌýÌý Handling inboundÌý and out bound calls
·ÌýÌýÌýÌýÌýÌý Booking, cancelling and rearranging Outpatient appointmentsÌý
·ÌýÌýÌýÌýÌýÌý Maintaining a high standard of customer service
·ÌýÌýÌýÌýÌýÌý Checking patients in for Outpatient appointments
·ÌýÌýÌýÌýÌýÌý Management of notes (tracering, requesting, etc.)
·ÌýÌýÌýÌýÌýÌý Setting up of clinics for day
·ÌýÌýÌýÌýÌýÌý Providing admin support to the Clinical team in the daily running of clinics
·ÌýÌýÌýÌýÌýÌý Use of hospital systems to effectively support the management of the patient journey
·ÌýÌýÌýÌýÌýÌý Managing clinic capacity
·ÌýÌýÌýÌýÌýÌý Managing pending lists and wait times
·ÌýÌýÌýÌýÌýÌý Processing new referrals from external and internal sources
·ÌýÌýÌýÌýÌýÌý Managing theatre and secretary request spreadsheetsÌý
·ÌýÌýÌýÌýÌýÌý To work in accordance with the Trust policies at all times
·ÌýÌýÌýÌýÌýÌý To wear the Patient Administration Uniform in accordance with Trust policy
·ÌýÌýÌýÌýÌýÌý To ensure the outpatient booking and reception process is managed in line with the Standard Operating Procedures in accordance with the Trusts Patients Access Policy
·ÌýÌýÌýÌýÌýÌý To ensure the systems of managing appointments for patients who have failed to attend (DNA’s) are in accordance with the Trust DNA policy
·ÌýÌýÌýÌýÌýÌý To ensure patients are treated with courtesy, dignity and respect at all times in accordance with the Trust values
·Ìý Ìý Ìý ÌýTo use the relevant IT systems to ensure patient appointments are managed correctly and efficiently in line with the departments Standard Operating Procedures
- To complete all department related administration tasks accurately and efficiently as required
Ìý·ÌýÌýÌýÌýÌýÌý To ensure that when a patient or referrer cancels a routine appointment and no further appointment is required that the waiting list and referral entries are closed on PAS
Ìý·ÌýÌýÌýÌýÌýÌý When booking a patient’s appointment at short notice to ensure that the patient case notes are requested and the relevant prepping clerk is informed.Ìý Where the appointment is booked after clinic prep cut off times before the clinic, the required case notes will need to be prepared and taken to the appropriate reception area
Ìý·ÌýÌýÌýÌýÌýÌý To ensure that the correct new outpatient waiting list entry is added to PAS after receiving referral letters
Ìý·ÌýÌýÌýÌýÌýÌý To ensure the correct following waiting list entry is added on PAS and validated against the clinic outcome letter where the patient is requiring an outpatient procedure
Ìý·ÌýÌýÌýÌýÌýÌý To receive and action any requests by line manager to cancel or reduce clinics. To ensure that any patients affected by these changes are notified as appropriate, re-booked in line with the Patient Access Policy
Ìý·ÌýÌýÌýÌýÌýÌý To ensure the Standard Operating Procedures are followed in relation to all handling, transferring between departments and storing of patient case notes and any other medical / personal documents
Ìý·ÌýÌýÌýÌýÌýÌý To ensure that any loose documents are filed in the appropriate section and to tidy and repair damaged patient case notes
Ìý·ÌýÌýÌýÌýÌýÌý To ensure the reception areas are kept in compliance with the legislation in the Data Quality Standards and Data Protection Act 1998
ÌýOutpatient Waiting List Management Duties
Ìý·ÌýÌýÌýÌýÌýÌý For the core components of outpatient waiting list management duties, please refer to the Outpatient Booking Standards attached as Appendix 1
·ÌýÌýÌýÌýÌýÌý The post holder must advise the Directorate and Supervisor if the clinic capacity is insufficient to accommodate number of appointments required and ensure the Supervisor is kept informed at all times
·ÌýÌýÌýÌýÌýÌý To provide information to the Directorate regarding number of patients still waiting to be booked as requested
·ÌýÌýÌýÌýÌýÌý To ensure that when a patient or referrer cancels a routine appointment and no further appointment is required that the waiting list and referral entries are closed on PAS
·ÌýÌýÌýÌýÌýÌý To ensure all new and follow up outpatient sessions are booked in accordance with specific clinical booking rules and Trust policies.Ìý Where patients cancel their appointment at short notice; to endeavour to fill the slot with another patient in order to utilise clinic capacity
·ÌýÌýÌýÌýÌýÌý When booking a patient’s appointment at short notice to ensure that the patient case notes are requested and the relevant prepping clerk is informed.Ìý Where the appointment is booked after clinic prep cut off times before the clinic, the required case notes will need to be prepared and taken to the appropriate reception area
·ÌýÌýÌýÌýÌýÌý To ensure that when creating a follow up waiting list entry or booking a follow up appointment that the relevant RTT (Referral to Treatment) code is added for that patient.Ìý If RTT code is not given or appearing on waiting list it is obtained from the relevant consultant secretary
·ÌýÌýÌýÌýÌýÌý To ensure that the correct new outpatient waiting list entry is added to PAS after receiving referral letters
·ÌýÌýÌýÌýÌýÌý To ensure the correct following waiting list entry is added on PAS and validated against the clinic outcome letter where the patient is requiring an outpatient procedure
·ÌýÌýÌýÌýÌýÌý To receive and action any requests by line manager to cancel or reduce clinics. To ensure that any patients affected by these changes are notified as appropriate, re-booked in line with the Patient Access Policy
·ÌýÌýÌýÌýÌýÌý The post holder will need to use the different functions on e-Referral system daily ensuring that referral letters are printed where needed and the appointments are booked or amended as appropriate
·ÌýÌýÌýÌýÌýÌý To ensure that any loose documents are filed in the appropriate section and to tidy and repair damaged patient case notes
ÌýKey Result Areas
Ìý·ÌýÌýÌýÌýÌýÌý If not prioritised within e-Referral to ensure referral letters are produced for all new patients and that these are passed to the clinic preparation team in a timely way
·ÌýÌýÌýÌýÌýÌý To ensure that the electronic tracing system is kept up to date when handling patient case notes
·ÌýÌýÌýÌýÌýÌý To take appropriate actions and initiative regarding telephone calls from patients, referrers and other agencies within Trust guidelines
·ÌýÌýÌýÌýÌýÌý To be aware of the Trust’s Complaints Policy and escalate a patient complaint to Supervisor immediately.Ìý There is a need to recognise that some patients may be anxious or difficult to communicate with and there may also be language barriers
·ÌýÌýÌýÌýÌýÌý To work with and support the use of UCCX call centre technology to provide an efficient and professional contact with patients/carers
·ÌýÌýÌýÌýÌýÌý To answer the telephone and communicate in a coherent, polite and professional manner at all times
·ÌýÌýÌýÌýÌýÌý To negotiate with the patient the most convenient time for their appointment, if this is not possible, or the patient wishes to arrange an appointment outside of the Patient Access Policy, this should be escalated and discussed with the Supervisor
·ÌýÌýÌýÌýÌýÌý Following the negotiation of the appointment with the patient, the appointment details should be entered onto PAS or updated in e-Referral if the appointment is following a GP referral.Ìý The Patient Pathway Identifier (PPI) unique number must also be entered following confirmation of the outpatient appointment
·ÌýÌýÌýÌýÌýÌý Dependent on the speciality it may be appropriate to also record details of the patients’ appointment in a specialty-based IT system
·ÌýÌýÌýÌýÌýÌý To print a confirmation letter, if requested by patient to our third-party mailing companyÌý
Communication and Working Relationships
·ÌýÌýÌýÌýÌýÌý This position requires empathy and tact when dealing with patients that may be angry or upset regarding their appointment
·ÌýÌýÌýÌýÌýÌý To ensure that a good relationship is maintained with all departments throughout the hospital and an ability to communicate with all members of multi-disciplinary teams
·ÌýÌýÌýÌýÌýÌý To work collaboratively within a team and participate in the support of Admin and Clerical bank staff as requested by the Supervisor
Communicate effectively in writing, verbally and electronically with:
Ìý·ÌýÌýÌýÌýÌýÌý External – patients and carers, members of the general public, staff from a GP/GDP practice, other hospitals and provider units
·ÌýÌýÌýÌýÌýÌý Internal – Clinical, medical, nursing and ancillary staff, admin and clerical staff and management
ÌýPost Holders are required to:
- Ìý Adhere to Trust policies and procedures, e.g. Health and Safety at Work, Equal Opportunities etc
- ÌýMaintain personal and professional development to meet the changing demands of the job, participate in appropriate training activities and encourage and support staff development and training
- ÌýAttend statutory, essential and mandatory training
- Attend training to support the integrated use of clinical systems within the Trust.Ìý
- ÌýRespect the confidentiality of all matters relating to their employment and other members of staff. All members of staff are required to comply with the requirements of the Data Protection Act 1998
- Matters of a confidential nature with which your work brings you into contact, particularly information relating to the diagnosis and/or treatment of patients’ individual staff records, information regarding contracts, tenders etc. may not be divulged without the authority to do so, disciplinary action will be taken for any breach of confidentiality.Ìý All staff are expected to respect the requirements of the Data Protection Act 1998
- Take the responsibility for the creation maintenance and security of health records both on paper and electronic format. All entries into an individual care record must be written in accordance to South Devon Health Community Health Records Policy
- Comply with the corporate governance structure in keeping with the principles and standards set out by the Trust and safe systems of work, make known any hazards or risks that they identify and take all necessary actions to reduce risk.Ìý All staff must ensure that they attend appropriate statutory and essential training.
Person specification
Admin
Essential criteria
- Competent keyboard skills
- Minimum of 4 x GCSE Grade A-C (including English) or equivalent
- Proven experience of using Excel Spread sheets
- Knowledge of Patient Administration System (PAS) , IHCS, CRIS , E-REFERAL
- Call centre environment
- Customer Service experience
- Experience of working with the public
Desirable criteria
- ECDL or equivalent
- NVQ Administration Level 2 or equivalent
- Knowledge of PAS and other hospital IT systems
- Previous NHS experience
- Knowledge of E-Referral service Knowledge of Referral to Treatment Targets (RTT)
- Experience working in a call centre
Applicant requirements
The postholder will have regular contact with vulnerable people and as such this post is subject to the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (Amendment) (England and Wales) Order 2020 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service to check for any previous criminal convictions.
Documents to download
Further details / informal visits contact
- Name
- Jo Wilkes
- Job title
- Admin Team Leader
- Email address
- [email protected]
- Telephone number
- 01803 656379
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