Job description

Job responsibilities

Financial and technical Support

Process invoices, payment schedules and supporting documentation accurately and in a timely manner through the financial ledger and associated systems, in line with agreed procedures.

Apply correct financial coding, including general ledger codes, cost centres and other required coding structures, escalating uncertainties to senior finance colleagues where appropriate.

Manage own workload within finance systems, ensuring invoices are progressed through workflow stages and notes are maintained to evidence actions taken.

Resolve routine invoice, supplier, provider and scheduled payment queries, referring complex or unresolved issues to senior colleagues as required.

Support month-end and year-end financial timetables by ensuring invoices, claims, receipts and supporting documentation are processed accurately and within agreed deadlines.

Process manual payments, including patient claims and medical fees, checking claim forms and supporting evidence for completeness and accuracy, recording the outcome and progressing authorised payments within agreed timescales.

Undertake routine credit control, including reviewing aged debt, contacting debtors by telephone and email, recording recovery action, escalating disputed or overdue balances and supporting the production of debtor information.

Support the allocation of receipts and timely clearance of unallocated cash, investigating discrepancies and liaising with providers, customers and finance colleagues as required.

Set up new provider customer and supplier accounts, and amend existing account details, on relevant finance systems in accordance with documented validation, authorisation and segregation-of-duties procedures.

Assist with reconciliation exercises and the investigation of variances, discrepancies and outstanding balances.

Provide routine finance support to Finance Managers and other senior colleagues as requested.

Information, Records and Systems

Accurately input, update and maintain financial information within the finance systems.

Ensure invoices, approvals, query notes, credit notes and supporting documentation are correctly recorded and retained against financial records.

Identify discrepancies between invoices and supporting schedules, notifying the appropriate team for correction in line with defined processes.

Maintain clear audit trails to support reconciliation, routine query resolution, internal review and external audit requirements.

Handle confidential, personal and financial information in accordance with information governance, data protection and Caldicott requirements.

Financial and Statistical Support

Use spreadsheets and system reports to support the processing and validation of invoices and payments.

Support routine monitoring checks to confirm invoice and payment data is complete and accurate.

Provide basic financial information to assist with routine query resolution and payment processing.

Process and Policy Support

Organise and prioritise own workload to meet agreed deadlines and service standards.

Respond to routine email and telephone queries from providers and internal teams regarding invoice and payment status.

Chase outstanding information required to resolve invoice queries, following agreed processes.

Work collaboratively with placebased teams, clinical staff and commissioners to support timely resolution of issues.

Adapt to changes in finance processes, systems or ways of working as required.

Maintain a professional and courteous approach when dealing with challenging or sensitive communications.

Attend team meetings and contribute as required.

Monitor and maintain generic team or service mailboxes, ensuring correspondence is appropriately actioned, prioritised and directed in a timely manner.

The main duties and responsibilities described above are not exhaustive and the post holder is expected to take on other responsibilities or specific tasks as required and as requested.

Further, over time it is likely the remit and requirements of the role will evolve, and the post holder will be required to adjust their working approach and style to accommodate this with the full support of line managers.

Person Specification

Qualifications

Essential

• A minimum of five GCSEs or equivalent at grade C / 4 or above, including English and Mathematics.

Desirable

• AAT Foundation Certificate / Level 2 or equivalent experience gained in a finance, accounts payable or financial administration environment.

Experience

Essential

• Working knowledge or practical experience of accounts payable, accounts receivable, invoice processing, patient claim processing or financial administration processes.
• Experience of working with financial systems, coding structures, spreadsheets, documents or basic reports.
• Experience of communicating with providers, suppliers, staff, stakeholders or members of the public to resolve routine queries.
• Experience of undertaking routine credit control, debtor monitoring or resolving overdue account queries by telephone and email.
• Experience of setting up or maintaining customer, provider or supplier accounts and retaining appropriate supporting documentation and audit trails.
• Experience of maintaining accurate records and working to deadlines in a busy office or finance environment.

Desirable

• Previous NHS finance experience.
• Knowledge of Oracle / ISFE2, or NHS finance systems.
• Experience contributing to process improvements or maintaining local procedure notes

Knowledge and Skills

Essential

• Good knowledge of working in a busy finance office environment.
• Good verbal and written communication skills, including a professional telephone and email manner.
• Good numeric and analytical skills, with the ability to work accurately and pay attention to detail.
• Ability to organise, prioritise and manage own workload to meet deadlines and service standards.
• Good computer literacy, particularly Microsoft Excel, Word, Outlook and Teams.
• Ability to analyse figures and information to support timely and accurate invoice processing, routine query resolution and reconciliation.
• Ability to work as part of a team and on own initiative, with a proactive approach to problem solving.
• Experience of dealing with providers and suppliers

Desirable

• Understanding of NHS administrative processes or governance frameworks.
• Knowledge of record keeping standards, confidentiality and data protection.

Personal Attributes

Essential

• Resilient, adaptable, and calm under pressure.
• Personal credibility, reliability and professional integrity.
• Commitment to continuous improvement and innovation.
• Willing to undertake any training necessary for the role.

Other

Essential

• Ability to travel across the system as required.
• Ability to work flexibly to meet organisational priorities.

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

NHS Lancashire and South Cumbria Integrated Care Board (125)

Address

NHS Lancashire and South Cumbria ICB

Level 3 Christ Church Precinct, County Hall, Fishergate Hill

Preston

PR1 8XB

United Kingdom

Employer's website

https://www.lancashireandsouthcumbria.icb.nhs.uk/ (Opens in a new tab)

Job description

Job responsibilities

This list of duties and responsibilities, which follows, represents the broad range of tasks which may be required to be undertaken either routinely or periodically. This list is not exhaustive, and the role may include additional duties which are not listed here.

Main Duties and Responsibilities:

• Culling and sorting patient records and letters in preparation for summarising.
• Reviewing medical records and producing an accurate summary of the patients medical history.
• Using SNOMED coding within EMIS to record the information from patient paper medical record, or via GP2GP, into the practice clinical system.
• Auditing data collection standards in the practice.
• File patient records and correspondence in patient medical records.
• Ensure correspondence, reports, results etc. are filed in correct records.
• To establish and maintain filing and administrative systems so that written or computer information is easily accessible and secure.
• To retrieve medical records and assist with the completion of medical/insurance records and invoicing accordingly.
• Dealing with online enquiries and CH out-of-hours reports to ensure they are directed to the appropriate department within the required timeframe.
• Coding incoming mail to ensure problems are coded properly and information is available to support continuity of care.
• Ensuring actions from incoming mail are identified and tasked to the relevant person in the practice.
• Picking up on items to be coded to secure any quality initiative payments for the practice.
• To receive incoming and initiate outgoing telephone calls in order to facilitate timely and appropriate communications with others, taking messages and dealing with appropriate queries.
• Dealing with private work associated with firearms licences, medical letters, HGV licences etc.
• Facilitation of SAR processing.
• Assisting with medical records tasks sent by the wider practice team.
• Answering patient queries received via the practice website submission form, including new patient registrations.
• To maintain the computer clinic system in an accurate and secure manner.
• To assist with the gathering of statistics and information when required.
• Liaising with ICC Hub and Hospitals regarding patient care
• Undertake any other additional duties appropriate to the post as required.

Person Specification

Personal Circumstances

Essential

• Ability to remain calm and courteous under pressure
• Self-motivated and capable of working unsupervised
• Keen to learn and develop new skills
• Caring, approachable and sociable
• High level of organisational and time management skills

Other Requirements

Essential

• Clean driving license and access to a vehicle

Qualifications

Essential

• GCSE English Language and Mathematics (Grade C or above) or equivalent
• A Level or equivalent experience

Desirable

• RSA II or equivalent in typing or word processing
• Medical Terminology.
• National Clinical Coding
• Qualification.

Knowledge

Essential

• NHS e-referral system
• Excellent customer service skills
• Experience of dealing with the public
• Excellent administrative and
• organisational skills

Desirable

• GP practice experience
• Knowledge of medical terminology
• Experience of medical records coding
• Experience of using NHS computer systems

Skills

Essential

• Computer literate with excellent
• keyboard skills
• Working knowledge of Microsoft office Applications
• Attention to accuracy and detail on a consistent basis
• Good communication skills, both
• written and verbal
• Communicating with a range of
• different people & colleagues in a
• courteous and professional manner
• Able to work well as part of a team
• Able to use and work on your own
• initiative
• Ability to work in a fast paced, ever changing environment
• Good organisational skills
• Effective administrative and secretarial skills
• Ability to prioritise workload
• Ability to work under pressure and at speed
• Enthusiastic & committed to personal development

Desirable

• Understanding of and
• commitment to health & safety in the workplace
• Knowledge of
• safeguarding procedures
• Knowledge of the
• healthcare sector

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Cumbria Health

Address

Glenridding Health Centre

Glenridding

Penrith

Cumbria

CA11 0PD

United Kingdom

Employer's website

https://cumbriahealth.co.uk/ (Opens in a new tab)

Job description

Job responsibilities

This list of duties and responsibilities, which follows, represents the broad range of tasks which may be required to be undertaken either routinely or periodically. This list is not exhaustive and the role may include additional duties which are not listed here.

1. To be the first point of contact for patients arriving at the Health Centre.

2. Processing confidential patient information to pass to Clinicians.

3. Open up the premises at the start of the day, set the alarm to day function, including checking the heating/air conditioning and panic alarms and make all necessary preparation to receive patients.

4. Contacting patients with appointment times.

5.Keeping a watchful eye on patients waiting to be seen and in the case ofworsening symptoms, alerting a relevant professional.

6.Alerting Emergency Services in the event of an emergency and/or gain help from within the department.

7. Gain an understanding of coordinating workload to capacity.

8.Carrying out equipment checks and reporting issues to the Practice Manager/Practice Co-ordinator.

9.To work autonomously, managing own workload effectively referring to line manager when necessary.

10. Receive and make calls as required with the ability to handle heavy phone/patient traffic. Divert calls and take messages as appropriate. Ensure that the telephone system is operational at the beginning of each day.

11. Scanning and attaching patients data to patients electronic records.

12. Pulling, filing and photocopying of patient paper records.

13. Sort, screen and distribute incoming internal mail. Process outgoing mail following the procedure.

14. Securing premises at the end of the day ensuring the building is totally secured, internal lights are switched off and the alarm activated.

15. To adhere to all Cumbria Health Policies and Procedures

16.Participate and ensure own on-going development

17.Receiving all incoming deliveries, opening and distributing accordingly.

18. To maintain a high level of confidentiality and comply with the Data Protection Act. Be aware of the nature of information dealt with and work in a manner which ensures confidentiality and security

19. Undertake any other activities deemed appropriate and necessary by the organisation.

Person Specification

Knowledge

Essential

• Intermediate computer skills.

Desirable

• Previous experience working within the NHS.
• Previous experience in a similar role.

Qualifications

Essential

• GCSE English and Maths Grade 4 or above (or equivalent).

Desirable

• ECDL or equivalent.
• NVQ Business Administration.

Skills and Aptitudes

Essential

• Excellent oral and written communication skills
• Excellent telephone manner.
• Ability to prioritise & manage own workload.
• Friendly, helpful and can do approach.
• Ability to carry out work accurately to specified deadlines.
• Close attention to detail.
• Excellent organisational skills.
• Ability to work on own initiative.
• Able to work under pressure.
• Able to maintain a high level of confidentiality.

Personal Circumstances

Essential

• Positive.
• Confident.
• Well organised.
• Good team player.
• Flexible.
• Ability to build rapport and effective relationships at all levels.
• Demonstrate initiative.
• Ability to maintain workload in a sometimes busy and demanding environment.

Other Requirements

Essential

• Willingness to undertake further training.

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Cumbria Health

Address

Windermere Health Centre

Goodley Dale

Windermere

LA23 2EG

United Kingdom

Employer's website

https://cumbriahealth.co.uk/ (Opens in a new tab)

Job description

Job responsibilities

This list of duties and responsibilities, which follows, represents the broad range of tasks which may be required to be undertaken either routinely or periodically. This list is not exhaustive and the role may include additional duties which are not listed here.

1. To be the first point of contact for patients arriving at the Health Centre.

2. Processing confidential patient information to pass to Clinicians.

3. Open up the premises at the start of the day, set the alarm to day function, including checking the heating/air conditioning and panic alarms and make all necessary preparation to receive patients.

4. Contacting patients with appointment times.

5. Keeping a watchful eye on patients waiting to be seen and in the case of worsening symptoms, alerting a relevant professional.

6. Alerting Emergency Services in the event of an emergency and/or gain help from within the department.

7. Gain an understanding of coordinating workload to capacity.

8. Carrying out equipment checks and reporting issues to the Practice Management Team.

9. To work autonomously, managing own workload effectively referring to line manager when necessary.

10. Receive and make calls as required with the ability to handle heavy phone/patient traffic. Divert calls and take messages as appropriate. Ensure that the telephone system is operational at the beginning of each day.

11. Scanning and attaching patients data to patients electronic records.

12. Pulling, filing and photocopying of patient paper records.

13. Sort, screen and distribute incoming internal mail. Process outgoing mail following the procedure.

14. Securing premises at the end of the day ensuring the building is totally secured, internal lights are switched off and the alarm activated.

15. To adhere to all Cumbria Health's Policies and Procedures

16. Participate and ensure own on-going development

17. Receiving all incoming deliveries, opening and distributing accordingly.

18. To maintain a high level of confidentiality and comply with the Data Protection Act. Be aware of the nature of information dealt with and work in a manner which ensures confidentiality and security

19. Undertake any other activities deemed appropriate and necessary by the organisation.

Person Specification

Knowledge

Essential

• Intermediate computer skills

Desirable

• Previous experience working within the NHS.
• Previous experience in a similar role.

Personal Circumstances

Essential

• Positive
• Confident
• Well organised
• Good team player
• Flexible
• Ability to build rapport and effective relationships at all levels
• Demonstrate initiative
• Ability to maintain workload in a sometimes busy and demanding environment

Other requirements

Essential

• Willingness to undertake further training

Qualifications

Essential

• GCSE English and Maths (or equivalent)

Desirable

• ECDL or equivalent
• NVQ Business Administration

Skills and Aptitudes

Essential

• Excellent oral and written communication skills
• Excellent telephone manner
• Ability to prioritise & manage own workload
• Friendly, helpful and can do approach
• Ability to carry out work accurately to specified deadlines
• Close attention to detail
• Excellent organisational skills
• Ability to work on own initiative
• Able to work under pressure
• Able to maintain a high level of confidentiality

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Cumbria Health

Address

Coniston Medical Practice

Wraydale House

Coniston

Cumbria

LA21 8ER

United Kingdom

Employer's website

https://cumbriahealth.co.uk/ (Opens in a new tab)