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    • Request missing medical records from patient services when required.
    • To assist with tagging of new patients’ medical records prior to summarisation.
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Job Post Details

Patient Advisor - job post

Whaddon Healthcare
25 Witham Court, Milton Keynes MK3 7QU
Permanent, Part-time

Job details

Job type

  • Part-time
  • Permanent

Location

25 Witham Court, Milton Keynes MK3 7QU

Benefits

Pulled from the full job description

  • Sick pay
  • Free parking
  • Company pension
  • On-site parking

Full job description

PATIENT ADVISOR JOB ADVERT AND DESCRIPTION

Hours – 15 - 22.5 hours per week (2 or 3 days a week)

Shift Patterns – Working between 10:30am and 6:30pm. Monday to Friday, with some Saturdays for extended hours. Days defined by a rota.

Locations – Water Eaton Health Centre and Whaddon Medical Centre

Salary – Based on experience

Practice Overview

Whaddon Healthcare is an innovative, well established CQC rated Outstanding GP Practice which also provides a range of specialist Community Services including Cardiology, Respiratory, Gynaecology and BLMK Long Covid Service.

We work over 2 purpose-built sites in Bletchley with a list size of 21,500 and growing.

You will be working with a large and friendly team.

Job Summary

The Patient Advisor acts as the first point of contact for patients, providing a courteous, efficient, and empathetic service at all times. The role supports the wider practice team to ensure that patients receive high-quality, safe, and accessible care.

The post-holder will welcome and assist patients, manage enquiries, operate telephony, and triage systems, complete key administrative tasks, and contribute to the smooth day-to-day running of the practice.

Patient Advisor Reception Duties

The duties of the role are detailed below:

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 escalate 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 patient’s 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.

Health & Safety:

  • The post-holder will assist in promoting and maintaining their own and others’ health, safety and security as defined in the practice Health & Safety Policy, to include:
  • 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
  • Reporting potential risks identified.

Equality and Diversity:

The post-holder will support the equality, diversity and rights of patients, carers, and colleagues, to include:

  • 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 which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings, priorities, and rights.

Personal/Professional Development:

The post-holder will participate in any training programme implemented by the practice as part of this employment, such training to include:

  • 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.
  • Online Mandatory Training

Quality:

  • The post-holder will strive to maintain quality within the practice, and will:
  • Alert other team members to issues of quality and risk
  • Assess own performance and take accountability for own actions, either directly or under supervision
  • Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the team’s performance
  • Work effectively with individuals in other agencies to meet patients’ needs
  • Effectively manage own time, workload, and resources.

Communication:

The post-holder should recognise the importance of effective communication within the team and will strive to:

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

Please note, changes in government policy may result in a change in working hours or assigned duties.

Person Specification

Personal Qualities

Essential

  • Excellent communication skills, both face-to-face and over the telephone.
  • Sensitivity, tact, and diplomacy when dealing with patients, colleagues, and external agencies.
  • Self-motivated with a high level of personal integrity.
  • Well, organised with strong attention to detail.
  • Reliable with a strong work ethic.
  • Flexible and adaptable to changing demands and priorities.
  • Able to work independently and on own initiative.
  • Committed to always maintaining strict confidentiality.
  • Able to remain calm and professional under pressure.
  • Strong time management skills with the ability to meet deadlines.
  • Capable of multitasking and prioritising workload effectively

Desirable

  • Experience working within a fast-paced healthcare or customer service environment.

Skills

Essential

  • Computer literate with good working knowledge of Microsoft Office (Word and Excel).
  • Accurate and efficient administrative skills.
  • Good standard of education (GCSE level or NVQ Level 2 or equivalent).

Desirable

  • Knowledge of clinical systems such as SystmOne or SystmConnect.
  • Knowledge of surgery connect.
  • Knowledge of Accurx
  • Administrative qualification.
  • Full UK Driving Licence.

Experience

Essential

  • Previous reception, administrative or call centre experience.
  • Experience working in a public-facing role.
  • Experience using database systems.

Desirable

  • Previous experience working within a GP Practice or healthcare organisation.

Benefits:

  • Company pension
  • Free parking
  • On-site parking
  • Sick pay

Education:

  • GCSE or equivalent (required)

Experience:

  • Reception/Call Centre: 1 year (required)
  • Microsoft Package: 1 year (required)
  • Public face to face Customer Service: 1 year (required)

Work authorisation:

  • United Kingdom (required)

Work Location: In person

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