Leeds Teaching Hospitals

Clerical Officer - Outpatients (XN02)

The closing date is 07 August 2025

Job summary

We are looking for an enthusiastic Clerical Officer to come and join our Patient Centred Clerical team in the Referral and Booking Service at Leeds Teaching Hospital Trust based in St. Jamess Hospital.

The successful candidate will contribute to the provision of a comprehensive patient administration functionalities within the Outpatient Clinic Service Unit.

Some of the vacancies will be predominantly Telephone based and will be primarily your key role , receiving and making telephones calls to and from patients regarding appointments. Standardised scripts are followed and calls are monitored and recorded.

Other general patient administration duties

The post holder will be required to maintain and provide a patient focused confidential, efficient and accurate administration service in line with the procedures set out in the Trusts Patient Access policies. You will need to be able to liaise with staff throughout the Trust and patients dealing effectively and efficiently with their enquiries.

This post could be based at any of the following sites within Leeds Teaching Hospitals Trust, Leeds General Infirmary, St James University Hospital and Chapel Allerton Hospital. The post is 37.5 hours per week.

The working hours are Monday to Friday 8.30am to 5pm these are the contracted working hours for this position and have to be adhered to.

Expected Shortlisting Date

06/08/2025

Planned Interview Date

14/08/2025

Main duties of the job

The successful candidate will contribute to the provision of a comprehensive patient administration functionalities within the Outpatient Clinic Service Unit,

Duties include the below

Some of the vacancies will be predominantly Telephone based and will be primarily your key role , receiving and making telephones calls to and from patients regarding appointments. Standardised scripts are followed and calls are monitored and recorded.

Other general patient administration duties.

The post holder will be required to maintain and provide a patient focused confidential, efficient and accurate administration service in line with the procedures set out in the Trusts Patient Access policies. You will need to be able to liaise with staff throughout the Trust and patients dealing effectively and efficiently with their enquiries.

About us

Our values are part of what make us different from other trusts, so we see this as a strength, as well as a responsibility. They have been developed by our staff and set out what they see as important to how we work. Our five values are:

Patient-centred

Collaborative

Fair

Accountable

Empowered

All our actions and endeavours will be guided and evaluated through these values

Additionally the following are core values which relate specifically to this post:

The beliefs and attitudes that underpin effective performance within the job role. Emphasis should be on the requirements of the role not the individual when completing this section. Examples might include: quality focus, mistakes are used as a continual learning experience, honesty, integrity etc.

Leeds Teaching Hospitals is committed to our process of redeploying 'at risk' members of our existing workforce to new roles. As such, all our job adverts are subject to this policy and we reserve the right to close, delay or remove adverts while this process is completed. If you do experience a delay in the shortlisting stage of the recruitment cycle, please bear with us while this process is completed, and contact the named contact if you have any questions.

Details

Date posted

17 July 2025

Pay scheme

Agenda for change

Band

Band 2

Salary

£24,465 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9298-OPD-0078

Job locations

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF


Job description

Job responsibilities

Knowledge/Experience

IT skills including keyboard and data entry, with the ability to demonstrate proficiency in the use of software

Knowledge of relevant administrative systems and clerical procedures pertaining to the department (acquired through job training)

Previous clerical experience - this could include school/college work experience

Work experience in a health or social care setting (desirable)

Previous reception/customer care experience (desirable)

Training

Commitment to undergo job training as required on:

A range of Patient Administration and other Systems.

Participate in in-service and mandatory training

Participate in annual performance appraisal with commitment to agreed Personal Development Plan (PDP)

Special Knowledge

Insight into role and responsibilities of post

Be fully conversant with Trust policies and procedures and have complete understanding of standards to be achieved.

Be aware of key indicators and service level agreements within the department.

Disposition / Attitude

Able to work as part of a multidisciplinary team

Able to work on own initiative, within agreed departmental guidelines

Professional attitude

Practical Skills

Good interpersonal skills

Effectively communicate with patients and team members

Personal Motivated

Professional attitude and behaviour

Able to adapt to service led changes

Flexible approach to working practices and duties

Attention to detail

Good Time Keeping

Communication

Literacy

Numeracy

Verbal, non-verbal

Able to communicate with all levels of staff

Responsibility to others

Customer Care skills

Reliable

Adaptable

Trustworthy

CORE KNOWLEDGE AND UNDERSTANDING

Excellent customer care skills

Be aware of, and demonstrate commitment to the Trusts departmental policies and procedures

Have understanding of Health and Safety rules and to be responsible for ones own acts and omissions

PRINCIPAL DUTIES & AREAS OF RESPONSIBILITY

To be fully conversant with and adhere to standard operating procedures, policies and agreed departmental procedures.

To promptly process patient and/or other correspondence, documentation, letters, reports etc.

To provide a full clerical support service to the Department including organising, sorting and filing documents and papers; dealing with incoming and outgoing paper and electronic post as required; photocopying, faxing and distributing information by post or email; typing letters and other documents.

To greet patients and visitors to the department, providing an efficient and courteous service, referring queries or concerns regarding patients and other visitors to the department to appropriate senior staff.

To plan and book appointments in priority order in accordance with departmental policy in a timely and efficient manner and arrange transport/interpreting services where appropriate.

Check/enter patient and /or other details on the Patient Administration and other Systems.

To request and retrieve relevant information from the appropriate administration system (electronic or paper systems) as necessary including patient casenotes.

Prepare documentation for processing, including inputting, photocopying or scanning.

Check documentation is complete and available when needed in relevant clinic or ward eg casenotes, test results and X-Rays etc.

Report and respond to any system faults and errors.

Maintain and update patient/departmental databases, ensuring patient and other information is accurately recorded, prioritising within departmental guidelines and escalating unresolved situations/issues to appropriate line manager.

To deal with telephone and in-person queries from patients and relatives, Trust staff and external agencies in a polite and helpful manner, observing the need for discretion and courtesy. Taking responsibility for returning any follow up calls as necessary.

Follow Departmental/Trust disposal and destruction procedures of confidential documentation, in line with Data Protection Act and Confidentiality.

Collect and deliver patient or other documentation/reports around Trust when required.

Provide suitable cover for other clerical staff in cases of absences, as delegated by line manager.

Assisting to maintain high standards of care, including:-

- Maintain a safe working environment, reporting incidents, accidents, complaints

- Understand the need to maintain and respect patient confidentiality

- Participate in in-service training

- Participate in mandatory training annually

- Participate in annual performance appraisal

Visit and/or work at other designated Trust sites as required to ensure continuity of service/patient care.

General office work and any other duties assigned by the Supervisor/Team Leader or Manager, which may include:-

Monitor and maintain appropriate/agreed levels of stock and non-stock items, including stationery and office supplies

maintain diaries for senior staff

Job description

Job responsibilities

Knowledge/Experience

IT skills including keyboard and data entry, with the ability to demonstrate proficiency in the use of software

Knowledge of relevant administrative systems and clerical procedures pertaining to the department (acquired through job training)

Previous clerical experience - this could include school/college work experience

Work experience in a health or social care setting (desirable)

Previous reception/customer care experience (desirable)

Training

Commitment to undergo job training as required on:

A range of Patient Administration and other Systems.

Participate in in-service and mandatory training

Participate in annual performance appraisal with commitment to agreed Personal Development Plan (PDP)

Special Knowledge

Insight into role and responsibilities of post

Be fully conversant with Trust policies and procedures and have complete understanding of standards to be achieved.

Be aware of key indicators and service level agreements within the department.

Disposition / Attitude

Able to work as part of a multidisciplinary team

Able to work on own initiative, within agreed departmental guidelines

Professional attitude

Practical Skills

Good interpersonal skills

Effectively communicate with patients and team members

Personal Motivated

Professional attitude and behaviour

Able to adapt to service led changes

Flexible approach to working practices and duties

Attention to detail

Good Time Keeping

Communication

Literacy

Numeracy

Verbal, non-verbal

Able to communicate with all levels of staff

Responsibility to others

Customer Care skills

Reliable

Adaptable

Trustworthy

CORE KNOWLEDGE AND UNDERSTANDING

Excellent customer care skills

Be aware of, and demonstrate commitment to the Trusts departmental policies and procedures

Have understanding of Health and Safety rules and to be responsible for ones own acts and omissions

PRINCIPAL DUTIES & AREAS OF RESPONSIBILITY

To be fully conversant with and adhere to standard operating procedures, policies and agreed departmental procedures.

To promptly process patient and/or other correspondence, documentation, letters, reports etc.

To provide a full clerical support service to the Department including organising, sorting and filing documents and papers; dealing with incoming and outgoing paper and electronic post as required; photocopying, faxing and distributing information by post or email; typing letters and other documents.

To greet patients and visitors to the department, providing an efficient and courteous service, referring queries or concerns regarding patients and other visitors to the department to appropriate senior staff.

To plan and book appointments in priority order in accordance with departmental policy in a timely and efficient manner and arrange transport/interpreting services where appropriate.

Check/enter patient and /or other details on the Patient Administration and other Systems.

To request and retrieve relevant information from the appropriate administration system (electronic or paper systems) as necessary including patient casenotes.

Prepare documentation for processing, including inputting, photocopying or scanning.

Check documentation is complete and available when needed in relevant clinic or ward eg casenotes, test results and X-Rays etc.

Report and respond to any system faults and errors.

Maintain and update patient/departmental databases, ensuring patient and other information is accurately recorded, prioritising within departmental guidelines and escalating unresolved situations/issues to appropriate line manager.

To deal with telephone and in-person queries from patients and relatives, Trust staff and external agencies in a polite and helpful manner, observing the need for discretion and courtesy. Taking responsibility for returning any follow up calls as necessary.

Follow Departmental/Trust disposal and destruction procedures of confidential documentation, in line with Data Protection Act and Confidentiality.

Collect and deliver patient or other documentation/reports around Trust when required.

Provide suitable cover for other clerical staff in cases of absences, as delegated by line manager.

Assisting to maintain high standards of care, including:-

- Maintain a safe working environment, reporting incidents, accidents, complaints

- Understand the need to maintain and respect patient confidentiality

- Participate in in-service training

- Participate in mandatory training annually

- Participate in annual performance appraisal

Visit and/or work at other designated Trust sites as required to ensure continuity of service/patient care.

General office work and any other duties assigned by the Supervisor/Team Leader or Manager, which may include:-

Monitor and maintain appropriate/agreed levels of stock and non-stock items, including stationery and office supplies

maintain diaries for senior staff

Person Specification

Additional Requirements

Essential

  • Able to fulfil Occupational Health requirements for the post with reasonable adjustments as necessary

Skills & behaviours

Essential

  • Good interpersonal skills
  • Standard keyboard skills
  • Able to work on own initiative within agreed guidelines
  • Team Working

Desirable

  • Working knowledge of patient related databases

Qualifications

Essential

  • Literate / Numerate
  • NVQ2 in Customer Care or an equivalent level of knowledge/experience
  • Education to GCSE grade C standard or equivalent or the ability to pass the Trusts Basic Literacy and Numeracy Test level 2
  • Commitment to undergo training as required

Desirable

  • NVQ2 in Customer Care

Experience

Essential

  • Insight into duties and responsibilities of post
  • Knowledge of clerical procedures and administrative systems pertaining to the department (acquired through on the job training)
  • Motivated, keen to learn Reliable Trustworthy Flexible approach to duties and working practices
Person Specification

Additional Requirements

Essential

  • Able to fulfil Occupational Health requirements for the post with reasonable adjustments as necessary

Skills & behaviours

Essential

  • Good interpersonal skills
  • Standard keyboard skills
  • Able to work on own initiative within agreed guidelines
  • Team Working

Desirable

  • Working knowledge of patient related databases

Qualifications

Essential

  • Literate / Numerate
  • NVQ2 in Customer Care or an equivalent level of knowledge/experience
  • Education to GCSE grade C standard or equivalent or the ability to pass the Trusts Basic Literacy and Numeracy Test level 2
  • Commitment to undergo training as required

Desirable

  • NVQ2 in Customer Care

Experience

Essential

  • Insight into duties and responsibilities of post
  • Knowledge of clerical procedures and administrative systems pertaining to the department (acquired through on the job training)
  • Motivated, keen to learn Reliable Trustworthy Flexible approach to duties and working practices

Employer details

Employer name

Leeds Teaching Hospitals

Address

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF


Employer's website

https://www.leedsth.nhs.uk/ (Opens in a new tab)


Employer details

Employer name

Leeds Teaching Hospitals

Address

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF


Employer's website

https://www.leedsth.nhs.uk/ (Opens in a new tab)


Employer contact details

For questions about the job, contact:

Directorate Administrative Asst.

Cynthia Thompson

cynthia.thompson1@nhs.net

Details

Date posted

17 July 2025

Pay scheme

Agenda for change

Band

Band 2

Salary

£24,465 a year

Contract

Permanent

Working pattern

Full-time, Flexible working

Reference number

C9298-OPD-0078

Job locations

St. James's University Hospital

Beckett Street

Leeds

LS9 7TF


Supporting documents

Privacy notice

Leeds Teaching Hospitals's privacy notice (opens in a new tab)