Merton Lodge Surgery

Care Navigator/Receptionist

The closing date is 22 Ionawr 2026

Job summary

An opportunity has arisen within our Care Navigation team!

We are looking to welcome an enthusiastic, hardworking, and committed individual with excellent communication and interpersonal skills to join our team.

Main duties of the job

Although previous experience in this role is an advantage, we do provide full training for this post and so this is not essential. So if you think you may have the skills required for this post and you would like to join our team, even without experience, please do apply.

The successful candidate will be working as part of a team who are mostly the first point of contact in the practice. This is a fast-paced and busy role where multi-tasking and strong organisational skills are essential. Personal resilience and the ability to thrive under pressure are also essential qualities for success in this role. We have an experienced team who are happy, friendly and approachable.

You must be able to adhere to the practice's strict confidentiality policy for this role.

Other essential skills & qualities for this role:

- Excellent IT skills.

- Excellent English skills.

- Ability to adapt to fluctuating service demands and maintain efficiency.

- Polite and professional telephone manner, even when under pressure.

- Empathetic and confident when helping patients, practice staff and clinicians face-to-face, online or over the phone.

- A strong desire to learn and be taught, ability to learn quickly and apply consistent attention to detail.

For this role you will need good IT & English skills, as you will be regularly writing responses & communicating with patients via online message, email & text messages.

About us

Merton Lodge Surgery is a rural GP practice based in the town of Alford, Lincolnshire. We serve a list of approximately 7,000 patients and are proud to be ratedGoodby the CQC.

Our dedicated multi-disciplinary team includes General Practitioners, Advanced Nurse Practitioners, Nurses, Health Care Assistants, and Administrative staff who work closely together to provide a caring and efficient service to our patients. The practice is led by our GP partner, two Advanced Nurse Practitioner partners, and a supportive management team who actively encourage both the personal and professional development of all staff.

At Merton Lodge Surgery, we place strong emphasis on teamwork, collaboration, and staff wellbeing. We believe that mutual respect and high morale are central to delivering excellent patient care, and we are proud to foster a workplace culture where every team member feels valued. Many of our colleagues have been with us for a significant number of years, reflecting the strength of our team culture, and our regular staff feedback surveys consistently show high levels of satisfaction. Staff also have access to a comprehensive wellbeing programme, reflecting our commitment to supporting those who support our patients.

Benefits:

- 5 weeks of annual leave PLUS bank holidays.

- Option to opt-in to an excellent NHS pension scheme.

- No weekend or public holiday working required.

- Blue Light Card

Details

Date posted

08 Ionawr 2026

Pay scheme

Other

Salary

£12.25 an hour

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

A5752-26-0000

Job locations

Merton Lodge Surgery

33 West Street

Alford

Lincolnshire

LN13 9HT


Job description

Job responsibilities

Primary Responsibilities

The following are the core responsibilities of the Care Navigator. There may be, on occasion, a requirement to carry out other tasks; this will be dependent upon factors such as workload and staffing levels:

a. Process and effectively signpost patients via AccuRX or phone to the appropriate healthcare professional, depending on the presenting condition and in line with the Care Navigator triage tool

b. Answer incoming phone calls, transferring calls or dealing with the callers requests appropriately

c. Use Patient Contact appropriately

d. Action incoming messages on AccuRX appropriately and in a timely manner

e. Process patient requests for appointments

f. Initiate contact with and respond to requests from patients, team members and external agencies

g. Complete opening and closing procedures in accordance with the duty rota allocation displayed on the whiteboard

h. Complete daily workload tasks in accordance with the duty rota allocation displayed on the whiteboard

i. Welcome visitors and sign in as per practice procedure

j. Photocopy documentation as required

k. Data entry of new and temporary registrations and relevant patient information as required

l. Print and file patient blood forms as per practice Standard Operating Procedure

m. Print patient login details for online access in line with practice Standard Operating Procedure

n. Input accurate data into the patients healthcare records as necessary

o. Direct requests for information, e.g., SAR, insurance/solicitors letters and DVLA forms, to the administrative team

p. Manage all queries as necessary in an efficient and friendly manner

q. Action incoming e-mails appropriately and in timely manner

r. Carry out system searches as requested

s. Maintain a clean, tidy, effective working area at all times in line with the practice Infection Control and Confidentiality policies

t. Monitor and maintain the reception area and noticeboards

u. Support reception manager with general tasks as requested

v. Support all clinical and management staff with general tasks as requested

w. Adhere to and follow all practice standard operating procedures and policies

x. Contribute to public health campaigns (e.g., flu clinics) as directed by the Practice Manager, Deputy Practice Managers or Partners

y. Undertake all mandatory training and induction programmes

z. Sign into Team Net daily to check for any new information or policy updates

aa. Provide cover in the Care Navigation team during staff absences

bb. Attend a formal appraisal with their manager at least every 12 months. Once a performance/training objective has been set, progress will be reviewed on a regular basis so that new objectives can be agreed

Secondary Responsibilities

In addition to the primary responsibilities, the Care Navigator may be requested to:

a. Participate in practice audit as directed by the audit lead

b. Support administrative staff, providing cover during staff absences

c. Scan patient-related documentation and attach scanned documents to patients healthcare records

Job description

Job responsibilities

Primary Responsibilities

The following are the core responsibilities of the Care Navigator. There may be, on occasion, a requirement to carry out other tasks; this will be dependent upon factors such as workload and staffing levels:

a. Process and effectively signpost patients via AccuRX or phone to the appropriate healthcare professional, depending on the presenting condition and in line with the Care Navigator triage tool

b. Answer incoming phone calls, transferring calls or dealing with the callers requests appropriately

c. Use Patient Contact appropriately

d. Action incoming messages on AccuRX appropriately and in a timely manner

e. Process patient requests for appointments

f. Initiate contact with and respond to requests from patients, team members and external agencies

g. Complete opening and closing procedures in accordance with the duty rota allocation displayed on the whiteboard

h. Complete daily workload tasks in accordance with the duty rota allocation displayed on the whiteboard

i. Welcome visitors and sign in as per practice procedure

j. Photocopy documentation as required

k. Data entry of new and temporary registrations and relevant patient information as required

l. Print and file patient blood forms as per practice Standard Operating Procedure

m. Print patient login details for online access in line with practice Standard Operating Procedure

n. Input accurate data into the patients healthcare records as necessary

o. Direct requests for information, e.g., SAR, insurance/solicitors letters and DVLA forms, to the administrative team

p. Manage all queries as necessary in an efficient and friendly manner

q. Action incoming e-mails appropriately and in timely manner

r. Carry out system searches as requested

s. Maintain a clean, tidy, effective working area at all times in line with the practice Infection Control and Confidentiality policies

t. Monitor and maintain the reception area and noticeboards

u. Support reception manager with general tasks as requested

v. Support all clinical and management staff with general tasks as requested

w. Adhere to and follow all practice standard operating procedures and policies

x. Contribute to public health campaigns (e.g., flu clinics) as directed by the Practice Manager, Deputy Practice Managers or Partners

y. Undertake all mandatory training and induction programmes

z. Sign into Team Net daily to check for any new information or policy updates

aa. Provide cover in the Care Navigation team during staff absences

bb. Attend a formal appraisal with their manager at least every 12 months. Once a performance/training objective has been set, progress will be reviewed on a regular basis so that new objectives can be agreed

Secondary Responsibilities

In addition to the primary responsibilities, the Care Navigator may be requested to:

a. Participate in practice audit as directed by the audit lead

b. Support administrative staff, providing cover during staff absences

c. Scan patient-related documentation and attach scanned documents to patients healthcare records

Person Specification

Experience

Essential

  • Experience working with the general public/patients

Desirable

  • Experience of working in a healthcare setting
  • Experience of working in primary care
  • Broad knowledge of general practice

Personal Qualities

Essential

  • Polite and confident
  • Flexible and cooperative
  • Motivated
  • Forward thinker
  • High levels of integrity and loyalty
  • Sensitive and empathetic in distressing situations
  • Ability to work under pressure
  • Flexibility to work outside of core office hours
  • Disclosure Barring Service (DBS) check
  • Evidence of continuing professional development

Qualifications

Essential

  • Educated to GCSE level or equivalent

Desirable

  • Active signposting or Care Navigator training qualification
  • Healthcare qualification (level 2) or working towards gaining equivalent level
  • Customer Service qualification (NVQ) or equivalent

Skills

Essential

  • Excellent communication skills (written and oral)
  • Strong IT skills
  • Clear, polite telephone manner
  • Competent in the use of Office and Outlook
  • SystmOne user skills
  • Effective time management (planning and organising)
  • Ability to work as a team member and autonomously
  • Good interpersonal skills
  • Problem solving and analytical skills
  • Ability to follow policy and procedure
  • Ability to adhere to strict confidentiality procedures
Person Specification

Experience

Essential

  • Experience working with the general public/patients

Desirable

  • Experience of working in a healthcare setting
  • Experience of working in primary care
  • Broad knowledge of general practice

Personal Qualities

Essential

  • Polite and confident
  • Flexible and cooperative
  • Motivated
  • Forward thinker
  • High levels of integrity and loyalty
  • Sensitive and empathetic in distressing situations
  • Ability to work under pressure
  • Flexibility to work outside of core office hours
  • Disclosure Barring Service (DBS) check
  • Evidence of continuing professional development

Qualifications

Essential

  • Educated to GCSE level or equivalent

Desirable

  • Active signposting or Care Navigator training qualification
  • Healthcare qualification (level 2) or working towards gaining equivalent level
  • Customer Service qualification (NVQ) or equivalent

Skills

Essential

  • Excellent communication skills (written and oral)
  • Strong IT skills
  • Clear, polite telephone manner
  • Competent in the use of Office and Outlook
  • SystmOne user skills
  • Effective time management (planning and organising)
  • Ability to work as a team member and autonomously
  • Good interpersonal skills
  • Problem solving and analytical skills
  • Ability to follow policy and procedure
  • Ability to adhere to strict confidentiality procedures

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

Merton Lodge Surgery

Address

Merton Lodge Surgery

33 West Street

Alford

Lincolnshire

LN13 9HT


Employer's website

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


Employer details

Employer name

Merton Lodge Surgery

Address

Merton Lodge Surgery

33 West Street

Alford

Lincolnshire

LN13 9HT


Employer's website

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


Employer contact details

For questions about the job, contact:

Deputy Practice Manager

Charlotte Wright

licb.recruitment.mertonlodge@nhs.net

Details

Date posted

08 Ionawr 2026

Pay scheme

Other

Salary

£12.25 an hour

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

A5752-26-0000

Job locations

Merton Lodge Surgery

33 West Street

Alford

Lincolnshire

LN13 9HT


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