Whaddon Healthcare

Patient Advisor

The closing date is 31 July 2025

Job summary

To ensure that patients are assisted courteously, efficiently and with empathy, and to support other members of the practice team in order that we may provide a caring and efficient service to the patients.

To act as the first point of call for patients at the practice; receiving and directing them, answering their enquiries and where appropriate directing to other services.

Working 30 hours per week, must be able to work occasional Satursdays.

Main duties of the job

Receiving and Directing Patients

Operation of Telephone System

Administrative Duties

Patient Records

About us

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 two purpose-built sites in Bletchley with a list size of 22,000 and growing.

Details

Date posted

01 July 2025

Pay scheme

Other

Salary

Depending on experience

Contract

Permanent

Working pattern

Part-time

Reference number

A2500-25-0004

Job locations

25 Witham court

Tweed drive

Bletchley

Milton Keynes

MK3 7QU


Water Eaton Health Centre

Fern Grove

Bletchley

Milton Keynes

MK2 3HN


Job description

Job responsibilities

The duties of the role are detailed below:

1. Receiving and Directing Patients

Assisting and directing appointment bookings with patient triage

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 computer appointment system.

Receive, record and direct accurate messages when appropriate and pass these onto other members of the team using emails or the clinical system.

Answer telephones promptly in a polite and professional manner and manage calls appropriately. Dealing with patients and other callers and forwarding to the most appropriate team member if necessary.

Deal efficiently with general enquiries from patients, explain surgery procedures, appointment system and all other procedures for obtaining services, hand out patient pack/practice leaflet as appropriate

To advise patients on approximate waiting times and of any unexpected delays.

To book transport for hospital appointments when the patient is unable to do so.

To 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, and taking in fees where necessary.

To listen to patient complaints, always remain polite and empathetic, making sure they are addressed and dealt with appropriately, enlisting the help of senior colleagues where needed.

2. Operation of Telephone System

Receive and make calls as required. Divert calls and take messages as appropriate

Ensure phones are answered as quickly as possible.

Ensure that system is operational at the beginning of each day.

Ensure that the out of hours messages are updated and that the phones are transferred to out-of-hours when the practice is closed longer than usual.

3. Administrative Duties

To register new patients who are in the practice area and inform patients of practice facilities. Register patients on the clinical system ensuring all details needed for the registration authority are completed.

To check and update patient addresses, telephone numbers and other contact information on the clinical system.

To post outgoing letters at the end of each shift

To undertake photocopying and faxing as needed, including photocopying patients notes when requested to do so.

To phone patients for recall and data collection purposes and correctly record data in patients medical record.

Make up registration packs (GMS1 & New Patient Health Check Form)

Complete tasks sent via SYSTM1 (or any other clinical system or document management system which may replace these).

Complete tasks put on the reception clipboard.

Email referrals as requested by clinical team.

Fax referrals and prescriptions as requested by clinicians or other administrators.

Chase referrals with support of GP Support Administrator

4. Patient Records

To assist with tagging of new patients medical records prior to summarisation, requesting old medical records from patient services when they do not arrive in a timely fashion.

To assist with the scanning or patient related documents when the workload requires it.

5. Start and End of Day Procedures

At the start of the day, make all necessary preparation to receive patients

To ensure that the reception area is tidy and ready for use by staff the next day.

To tidy the waiting area i.e. collect magazines etc at the end of morning and evening surgery.

To update the room allocation board with staff locations for the following day

Secure premises at the end of the day, ensure the Practice corridor is totally secured (windows & doors locked/lights out etc),

6. General Tasks

To ensure confidentiality is always maintained.

Chaperone for the GPs if requested to do so.

To help with any other tasks that may require to be done to maintain efficient operation of the practice as requested by the clinical team or practice manager.

To attend team meetings when scheduled

To contribute to team working within the practice, offering support to, and seeking support from colleagues wherever possible

To participate in appraisals and PDP (Personal Development Plan) and team training opportunities

To promote equality of opportunity for both staff and patients, reflecting the fact that the practice operates in, and is part of, a diverse community.

In certain circumstances it may be necessary to help cover for colleagues who are absent, or provide additional hours or take on additional duties in times of pressure/crisis.

Job description

Job responsibilities

The duties of the role are detailed below:

1. Receiving and Directing Patients

Assisting and directing appointment bookings with patient triage

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 computer appointment system.

Receive, record and direct accurate messages when appropriate and pass these onto other members of the team using emails or the clinical system.

Answer telephones promptly in a polite and professional manner and manage calls appropriately. Dealing with patients and other callers and forwarding to the most appropriate team member if necessary.

Deal efficiently with general enquiries from patients, explain surgery procedures, appointment system and all other procedures for obtaining services, hand out patient pack/practice leaflet as appropriate

To advise patients on approximate waiting times and of any unexpected delays.

To book transport for hospital appointments when the patient is unable to do so.

To 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, and taking in fees where necessary.

To listen to patient complaints, always remain polite and empathetic, making sure they are addressed and dealt with appropriately, enlisting the help of senior colleagues where needed.

2. Operation of Telephone System

Receive and make calls as required. Divert calls and take messages as appropriate

Ensure phones are answered as quickly as possible.

Ensure that system is operational at the beginning of each day.

Ensure that the out of hours messages are updated and that the phones are transferred to out-of-hours when the practice is closed longer than usual.

3. Administrative Duties

To register new patients who are in the practice area and inform patients of practice facilities. Register patients on the clinical system ensuring all details needed for the registration authority are completed.

To check and update patient addresses, telephone numbers and other contact information on the clinical system.

To post outgoing letters at the end of each shift

To undertake photocopying and faxing as needed, including photocopying patients notes when requested to do so.

To phone patients for recall and data collection purposes and correctly record data in patients medical record.

Make up registration packs (GMS1 & New Patient Health Check Form)

Complete tasks sent via SYSTM1 (or any other clinical system or document management system which may replace these).

Complete tasks put on the reception clipboard.

Email referrals as requested by clinical team.

Fax referrals and prescriptions as requested by clinicians or other administrators.

Chase referrals with support of GP Support Administrator

4. Patient Records

To assist with tagging of new patients medical records prior to summarisation, requesting old medical records from patient services when they do not arrive in a timely fashion.

To assist with the scanning or patient related documents when the workload requires it.

5. Start and End of Day Procedures

At the start of the day, make all necessary preparation to receive patients

To ensure that the reception area is tidy and ready for use by staff the next day.

To tidy the waiting area i.e. collect magazines etc at the end of morning and evening surgery.

To update the room allocation board with staff locations for the following day

Secure premises at the end of the day, ensure the Practice corridor is totally secured (windows & doors locked/lights out etc),

6. General Tasks

To ensure confidentiality is always maintained.

Chaperone for the GPs if requested to do so.

To help with any other tasks that may require to be done to maintain efficient operation of the practice as requested by the clinical team or practice manager.

To attend team meetings when scheduled

To contribute to team working within the practice, offering support to, and seeking support from colleagues wherever possible

To participate in appraisals and PDP (Personal Development Plan) and team training opportunities

To promote equality of opportunity for both staff and patients, reflecting the fact that the practice operates in, and is part of, a diverse community.

In certain circumstances it may be necessary to help cover for colleagues who are absent, or provide additional hours or take on additional duties in times of pressure/crisis.

Person Specification

Qualifications

Essential

  • Education to GCSE level, NVQ level 2 (or equivalent)

Experience

Essential

  • Previous Reception or Call Centre experience.
  • Experience working in an environment with direct contact with the public.
  • Experience with database systems

Desirable

  • Experience in a GP Practice or Health Care Organisation
Person Specification

Qualifications

Essential

  • Education to GCSE level, NVQ level 2 (or equivalent)

Experience

Essential

  • Previous Reception or Call Centre experience.
  • Experience working in an environment with direct contact with the public.
  • Experience with database systems

Desirable

  • Experience in a GP Practice or Health Care Organisation

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

Whaddon Healthcare

Address

25 Witham court

Tweed drive

Bletchley

Milton Keynes

MK3 7QU


Employer's website

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

Employer details

Employer name

Whaddon Healthcare

Address

25 Witham court

Tweed drive

Bletchley

Milton Keynes

MK3 7QU


Employer's website

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

Employer contact details

For questions about the job, contact:

Reception Manager

Melissa Quail

01908373058

Details

Date posted

01 July 2025

Pay scheme

Other

Salary

Depending on experience

Contract

Permanent

Working pattern

Part-time

Reference number

A2500-25-0004

Job locations

25 Witham court

Tweed drive

Bletchley

Milton Keynes

MK3 7QU


Water Eaton Health Centre

Fern Grove

Bletchley

Milton Keynes

MK2 3HN


Supporting documents

Privacy notice

Whaddon Healthcare 's privacy notice (opens in a new tab)