Combe Down Surgery

Patient Notes / Medical Records Administrator

The closing date is 03 November 2025

Job summary

About the Role

This important role focuses on managing patient records and registrations, ensuring our clinicians have accurate and up-to-date information. Youll handle:

  • New patient registrations and deductions
  • Summarising and coding medical records on SystmOne
  • Managing online access and proxy access requests
  • Organising and maintaining Lloyd George paper records

Main duties of the job

Key Responsibilities

Process new patient registrations and deductions accurately on SystmOne.

Summarise and code key medical information into patient records.

Handle online access and proxy access requests in line with NHS guidance.

File, retrieve, and maintain Lloyd George paper records securely and efficiently.

Ensure all patient information is handled in accordance with data protection and confidentiality policies.

Support the smooth transfer and organisation of patient notes within the practice.

Work collaboratively with the wider admin team to maintain accurate and up-to-date records.

Contribute to a well-organised, professional, and supportive working environment

About You

Were looking for someone who is:

Highly organised, accurate, and attentive to detail.

Comfortable handling confidential information with discretion.

Able to work independently and manage their own workload effectively.

A good communicator with a calm and professional manner.

Confident using computers and willing to learn new systems (training provided).

A team player who takes pride in helping things run smoothly.

Experience in a GP practice or healthcare environment - particularly with SystmOne is desirable, but not essential. Full training and support will be provided

About us

About Us

Combe Down Surgery is a friendly, patient-centred GP practice serving our local community in Bath. We pride ourselves on providing high-quality, compassionate care and maintaining a supportive team environment where everyone plays an important role in improving patient experience.

Why Join Us

  • Supportive, inclusive team culture.
  • Meaningful work that makes a difference to peoples lives.
  • Ongoing training and development opportunities.
  • NHS pension scheme participation.

Details

Date posted

21 October 2025

Pay scheme

Other

Salary

£24,570 a year

Contract

Permanent

Working pattern

Part-time

Reference number

A3964-25-0006

Job locations

The Avenue

Combe Down

Bath

BA2 5EG


Combe Down Surgery

Sulis Manor Road

Bath

BA22AL


Job description

Job responsibilities

JOB DESCRIPTION

JOB TITLE: Medical Records Administrator

REPORTS TO: ADMIN TEAM MANAGER

HOURS: 15 hrs per week

Flexible hours between 08:00 and 18:00 Monday Friday

SALARY: £12.60 per hour

£24,570 per annum (FTE)

Job Summary/Overview

To ensure the accurate and timely management of patient medical records, both electronic and paper-based, in line with practice protocols and NHS information governance standards. The post-holder will be responsible for patient registrations, deductions, summarising medical records, managing online and proxy access, and maintaining the organisation of Lloyd George notes.

This role is essential to the smooth operation of the practice and supports safe, high-quality patient care.

Key Responsibilities

1. Registrations and Deductions

  • Process new patient registrations on SystmOne, ensuring patient details are entered accurately and verified in line with NHS and PCSE guidance.
  • Manage patient deductions (leavers), ensuring medical records are appropriately handled, transferred, or archived.
  • Liaise with PCSE and other GP practices regarding patient record transfers.

2. Summarising and Coding

  • Summarise and read-code relevant medical information from incoming patient records.
  • Ensure all key diagnoses, allergies, and past medical history are accurately entered on SystmOne.
  • Maintain data quality standards to support QOF, clinical audits, and patient safety.

3. Online and Proxy Access

  • Process patient applications for online access and proxy access in accordance with NHS Digital guidance and practice protocols.
  • Verify identification and apply appropriate access levels in SystmOne.
  • Maintain accurate records of access permissions and ensure timely review or removal when necessary.

4. Filing and Lloyd George Records

  • File and retrieve paper medical records (Lloyd George envelopes) efficiently and accurately.
  • Maintain an organised and secure filing system in compliance with data protection and confidentiality policies.
  • Locate records for clinicians or administration upon request.
  • Assist with digitisation or archiving projects as required.

General:

Be familiar with the practice computer systems, both clinical and office systems.

Develop an understanding of the practice IT system, and IT service desk.

Attendance and involvement at Significant Event and Clinical meetings when required.

Have an understanding of QOF and the impact of Care Navigation on that.

Have an understanding of CQC compliance in so far as Care Navigation is concerned.

Understand security and fire alarm systems and be able to respond to any problems in the absence of the Operations Lead, Deputy Practice Manager and/or Practice Manager.

Be able to arrange emergency/urgent call outs for maintenance or utility issues.

During the absence of the Deputy Practice Manager & Practice Manager take responsibility for any minor problems that may occur.

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 of the practice may only be divulged to authorised persons in accordance with the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

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 peoples 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-judgemental and respects their circumstances, feelings priorities and rights.

Safeguarding:

The Practice is committed to safeguarding children, young people and vulnerable adults within its care. As an employee of the practice, you will be accountable for ensuring that you know how to respond to concerns for the safety of a child, young person or vulnerable adult and are expected to undertake the required mandatory training as required.

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.

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 teams performance.

Work effectively with individuals in other agencies to meet patients needs.

Effectively manage own time, workload, and resources.

Communication:

The post-holder should recognize 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 peoples needs for alternative methods of communication and respond accordingly.

Contribution to the Implementation of Services:

The post-holder will:

Apply practice policies, standards and guidance.

Discuss with other members of the team how the policies, standards and guidelines will affect own work.

Participate in audit where appropriate.

Flexibility:

This job description is not intended to be exhaustive. The post holder will be expected to adopt a flexible attitude towards the duties outlined, which may be subject to adjustments at any time in consultation with the post holder and in line with the needs of the business. You may also be asked from time to time to be flexible in your working hours as per the needs of the practice.

This job description is subject to periodic review and amendment in consultation with the post-holder in the light of changing circumstances. As the organisation grows and develops it is likely that this role will develop too and the postholder may be required to undertake additional duties/responsibilities.

Job description

Job responsibilities

JOB DESCRIPTION

JOB TITLE: Medical Records Administrator

REPORTS TO: ADMIN TEAM MANAGER

HOURS: 15 hrs per week

Flexible hours between 08:00 and 18:00 Monday Friday

SALARY: £12.60 per hour

£24,570 per annum (FTE)

Job Summary/Overview

To ensure the accurate and timely management of patient medical records, both electronic and paper-based, in line with practice protocols and NHS information governance standards. The post-holder will be responsible for patient registrations, deductions, summarising medical records, managing online and proxy access, and maintaining the organisation of Lloyd George notes.

This role is essential to the smooth operation of the practice and supports safe, high-quality patient care.

Key Responsibilities

1. Registrations and Deductions

  • Process new patient registrations on SystmOne, ensuring patient details are entered accurately and verified in line with NHS and PCSE guidance.
  • Manage patient deductions (leavers), ensuring medical records are appropriately handled, transferred, or archived.
  • Liaise with PCSE and other GP practices regarding patient record transfers.

2. Summarising and Coding

  • Summarise and read-code relevant medical information from incoming patient records.
  • Ensure all key diagnoses, allergies, and past medical history are accurately entered on SystmOne.
  • Maintain data quality standards to support QOF, clinical audits, and patient safety.

3. Online and Proxy Access

  • Process patient applications for online access and proxy access in accordance with NHS Digital guidance and practice protocols.
  • Verify identification and apply appropriate access levels in SystmOne.
  • Maintain accurate records of access permissions and ensure timely review or removal when necessary.

4. Filing and Lloyd George Records

  • File and retrieve paper medical records (Lloyd George envelopes) efficiently and accurately.
  • Maintain an organised and secure filing system in compliance with data protection and confidentiality policies.
  • Locate records for clinicians or administration upon request.
  • Assist with digitisation or archiving projects as required.

General:

Be familiar with the practice computer systems, both clinical and office systems.

Develop an understanding of the practice IT system, and IT service desk.

Attendance and involvement at Significant Event and Clinical meetings when required.

Have an understanding of QOF and the impact of Care Navigation on that.

Have an understanding of CQC compliance in so far as Care Navigation is concerned.

Understand security and fire alarm systems and be able to respond to any problems in the absence of the Operations Lead, Deputy Practice Manager and/or Practice Manager.

Be able to arrange emergency/urgent call outs for maintenance or utility issues.

During the absence of the Deputy Practice Manager & Practice Manager take responsibility for any minor problems that may occur.

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 of the practice may only be divulged to authorised persons in accordance with the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

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 peoples 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-judgemental and respects their circumstances, feelings priorities and rights.

Safeguarding:

The Practice is committed to safeguarding children, young people and vulnerable adults within its care. As an employee of the practice, you will be accountable for ensuring that you know how to respond to concerns for the safety of a child, young person or vulnerable adult and are expected to undertake the required mandatory training as required.

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.

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 teams performance.

Work effectively with individuals in other agencies to meet patients needs.

Effectively manage own time, workload, and resources.

Communication:

The post-holder should recognize 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 peoples needs for alternative methods of communication and respond accordingly.

Contribution to the Implementation of Services:

The post-holder will:

Apply practice policies, standards and guidance.

Discuss with other members of the team how the policies, standards and guidelines will affect own work.

Participate in audit where appropriate.

Flexibility:

This job description is not intended to be exhaustive. The post holder will be expected to adopt a flexible attitude towards the duties outlined, which may be subject to adjustments at any time in consultation with the post holder and in line with the needs of the business. You may also be asked from time to time to be flexible in your working hours as per the needs of the practice.

This job description is subject to periodic review and amendment in consultation with the post-holder in the light of changing circumstances. As the organisation grows and develops it is likely that this role will develop too and the postholder may be required to undertake additional duties/responsibilities.

Person Specification

Experience

Essential

  • Experience of working in an administrative or clerical role
  • Experience of using SystmOne or other clinical systems
  • Experience of processing patient registrations and deductions
  • Experience of summarising and coding medical records accurately
  • Experience of managing online access and proxy access requests
  • Experience of filing, retrieving, and archiving Lloyd George paper records
  • Experience of working in a busy environment, managing multiple priorities
  • Good understanding of data protection, confidentiality, and information governance in the NHS
  • Experience maintaining data quality and accurate electronic records
  • Excellent attention to detail and accuracy
  • Strong organisational and time management skills
  • Ability to work to deadlines and manage own workload effectively
  • Good communication skills written, verbal, and interpersonal
  • Ability to maintain confidentiality and handle sensitive data appropriately
  • Competent IT skills including Microsoft Office and data entry
  • Ability to work effectively as part of a small administrative team
  • Ability to follow standard operating procedures consistently
  • Problem-solving approach and willingness to improve processes
  • Flexible and adaptable to meet service needs
  • Reliable and professional attitude
  • Willingness to undertake further training and development
  • Commitment to confidentiality and data security
  • Positive, team-oriented approach with good interpersonal skills
  • Understanding of equality, diversity, and inclusion in the workplace

Desirable

  • Experience of working in a GP practice or NHS healthcare setting
  • Knowledge of medical terminology and clinical correspondence
  • Understanding of PCSE processes for record transfers
  • Understanding of NHS record-keeping standards and protocols
Person Specification

Experience

Essential

  • Experience of working in an administrative or clerical role
  • Experience of using SystmOne or other clinical systems
  • Experience of processing patient registrations and deductions
  • Experience of summarising and coding medical records accurately
  • Experience of managing online access and proxy access requests
  • Experience of filing, retrieving, and archiving Lloyd George paper records
  • Experience of working in a busy environment, managing multiple priorities
  • Good understanding of data protection, confidentiality, and information governance in the NHS
  • Experience maintaining data quality and accurate electronic records
  • Excellent attention to detail and accuracy
  • Strong organisational and time management skills
  • Ability to work to deadlines and manage own workload effectively
  • Good communication skills written, verbal, and interpersonal
  • Ability to maintain confidentiality and handle sensitive data appropriately
  • Competent IT skills including Microsoft Office and data entry
  • Ability to work effectively as part of a small administrative team
  • Ability to follow standard operating procedures consistently
  • Problem-solving approach and willingness to improve processes
  • Flexible and adaptable to meet service needs
  • Reliable and professional attitude
  • Willingness to undertake further training and development
  • Commitment to confidentiality and data security
  • Positive, team-oriented approach with good interpersonal skills
  • Understanding of equality, diversity, and inclusion in the workplace

Desirable

  • Experience of working in a GP practice or NHS healthcare setting
  • Knowledge of medical terminology and clinical correspondence
  • Understanding of PCSE processes for record transfers
  • Understanding of NHS record-keeping standards and protocols

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

Combe Down Surgery

Address

The Avenue

Combe Down

Bath

BA2 5EG


Employer's website

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

Employer details

Employer name

Combe Down Surgery

Address

The Avenue

Combe Down

Bath

BA2 5EG


Employer's website

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

Employer contact details

For questions about the job, contact:

Admin Team Manager

Rosie Payne

rosie.payne2@nhs.net

01225832226

Details

Date posted

21 October 2025

Pay scheme

Other

Salary

£24,570 a year

Contract

Permanent

Working pattern

Part-time

Reference number

A3964-25-0006

Job locations

The Avenue

Combe Down

Bath

BA2 5EG


Combe Down Surgery

Sulis Manor Road

Bath

BA22AL


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