Finance Administrator (Sales Ledger) Job Description

FINANCE ADMINISTRATOR (SALES LEDGER) JOB DESCRIPTION JOB TITLE Finance Administrator (Sales Ledger)

HOURS 20 hours worked over 4 days

SALARY £7.75 per hour raising to £8.00 per hour following completion of probationary period

RESPONSIBLE TO Practice Manager

KEY DUTIES 1. To provide an efficient audio, copy typing and word processing service for GPs and health professionals as required. This includes the typing of letters and insurance reports 2. To raise invoices (ad-hoc and regular) within a robust system and prompt reconciliation of payments 3. To print extracts from patient records for medical reports 4. To manage private room bookings, internal room bookings and existing room booking clients

KEY PERFORMANCE INDICATORS 1. To ensure that audio typing is completed within 5 working days and urgent audio typing is completed within 24 hours 2. To ensure invoices are raised the same day as completing the task 3. To ensure that the correct information is printed and redacted appropriately 4. To ensure that contracts are raised appropriately and efficiently

OTHER DUTIES  Filing of invoices and other relevant documents  To ensure there is a system in place to follow up outstanding payments  To notify and communicate with other departments where there are outstanding payments  To make and maintain an invoice log to ensure there is record of how and when payments are received  To assist with staff sickness in terms of the purchase ledger  You will be the first point of call for all private medical report requests and any other non NHS services.  You will manage and be the first point of call for private room bookings, internal room bookings and existing room bookings. Current clients include dieticians, retinal screening and psychiatrists.  To check rooms before and after use to check for damage, items that have been left behind etc.  To maintain accurate and relevant patient records, including recording of events and requests  To assist with training for new staff  To assist with the gathering of statistics and information when required  To work across different practices on an ad- hoc project basis  It will be necessary to attend and contribute to various practice meetings as requested. The only reason for not attending will be annual, study or sick leave.  To make appointments, bookings and admissions as required  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

CONFIDENTIALITY  In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately.  In the performance of the duties outlined in this Job Description, the post holder may have access to confidential information relating to patients and their carers, Practice staff and other Healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential.  Information relating to patients, carers, colleagues, other healthcare workers or the business with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.  Not to enter patients records without clinical or administrative need to do so.

HEALTH AND SAFETY  Using personal security systems within the workplace according to practice guidelines  Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks  Making effective use of training to update knowledge and skills  Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards  Actively reporting of health and safety hazards and infection hazards immediately when recognised  Keeping own work areas and general / patient areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holder’s role  Reporting potential risks identified  Demonstrate due regard for safeguarding and promoting the welfare of children.

EQUALITY AND DIVERSITY  Acting in a way that recognises the importance of people’s rights, interpreting them in a way that is consistent with practice procedures and policies, and current legislation  Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues  Behaving in a manner that is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

PERSONAL/PROFESSIONAL DEVELOPMENT  Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development  Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work

COMMUNICATION  Communicate effectively with other team members  Communicate effectively with patients and carers  Recognise people’s needs for alternative methods of communication and respond accordingly

SIGNED EMPLOYEE DATE (Print Name)

SIGNED EMPLOYER DATE (Print Name)