1. Receiving and Directing Patients
- Receive and direct patients on arrival at the reception desk in a friendly and courteous manner, ensuring their requirements are met professionally and efficiently.
- Provide help to patients with general enquiries, and assist them to make appointments, using the online appointment system.
- Receive, record, and accurately pass on messages via email or the clinical system.
- Answer telephone calls promptly in a polite and professional directing callers as appropriate.
- Provide clear information about practice procedures, appointment systems, and accessing services.
- Advise patients on approximate waiting times and of any unexpected delays.
- Book patient transport when the patient is unable to do so.
- Book interpreters for patients when needed.
- To take in fees from patients where applicable and issue receipts.
- To give patients any forms / referral letters that are waiting for collection checking ID.
- Receive and appropriately escal patient concerns or complaints while maintaining empathy and professionalism.
2. Operation of Telephone and Triage System (SystmConnect)
- Answer incoming calls and make outgoing calls as required.
- Assist patients via the patient triage system.
- Ensure phones are answered promptly monitoring the incoming calls.
- Ensure that system is operational at the beginning of each day.
3. Administrative Duties
- Register new patients, ensuring accurate data entry onto the clinical system.
- Update patient contact details and ensure records remain accurate.
- To post outgoing letters at the end of each shift.
- To undertake photocopying as needed, including photocopying patients notes when required.
- Call patients for recall and data collection purposes and correctly record data in patients medical record.
- Ensuring that there is always a supply of the practice leaflet available at reception.
- Make up registration packs (GMS1 & New Patient Health Check Form).
- Complete tasks via SystmOne or relevant clinical/document systems.
- Complete tasks assigned via reception clipboard.
- Email referrals and support the referral process as requested by clinical team.
4. Patient Records
- To assist with tagging of new patients medical records prior to summarisation.
- Request missing medical records from patient services when required.
- To assist with the scanning of patient related documents during busy periods.
5. Start and End of Day Procedures
- Prepare the reception area for opening, ensuring systems and spaces are ready for patient arrival.
- Keep reception and waiting areas clean, tidy, and presentable throughout the day.
- Update staff room allocation boards for the following day.
- Secure practice premises at closing, ensuring all doors, windows, and lights are safely managed.
6. General Tasks
- Always maintain strict confidentiality.
- Chaperone support when requested.
- Support colleagues and contribute to positive teamwork.
- To attend team meetings when scheduled.
- To participate in appraisals and PDP (Personal Development Plan) and team training opportunities.
- Help cover colleagues duties during absence, increased workload, or operational needs.