Job summary
The Transactional Processing Officer will provide a dedicated financial administration service to the Finance department supporting the All Age Continuing Care place-based teams in order to ensure that patient invoices are processed in accordance with the Better Payment Practice Code.
The post holder will contribute to the ICB being a provider of market leading financial support services and be the supplier of choice for its customers.
The post holder may act as the focal point of contact for enquiries directed to the ICB place-based teams and the Midlands hub, responsible for processing invoices, to respond to queries regarding non-payment of invoices and resolution of queries stopping invoices being paid.
This role offers agile working - base County Hall, Preston.
Main duties of the job
The role will be varied and will adapt over time as the ICB develops.
- Carry out the invoice query process and support the AACC Finance Managers to ensure that all ICB invoice queries are successfully resolved in line with the NHS Better Payment practice code.
- Ensure that all invoices that have been unable to be initially processed by the Midlands Hub are prioritised and actions taken to resolve the issues, which are sometime complex, that have created the invoice to be in query in the first instance.
- Ensuring that packages of care are created or amended on the Case Management System (CMS) as appropriate.
- Contacting the supplier for credit notes or documented evidence of funding where specific invoice values are inconsistent with package values.
- Ensuring that good relationships are maintained with all AACC providers of care by providing them with a support service to progress any outstanding invoices and issues relating to payment runs, Dynamic Purchasing System (DPS) and Scheduled Payments.
- Provide frontline support and advice to all providers of care, including care homes and domiciliary care agencies.
- Liaising with commissioners, clinical and admin staff and local authorities to resolve funding queries affecting the processing of invoices.
- Provide ad-hoc information to ICB in respect to invoice payments as requested.
- Provide an administration and analytical service to senior Clinical and Commissioning staff within the ICB.
About us
Lancashire and South Cumbria ICB is a fully-authorised ICB responsible for the full range of ICB statutory duties and powers. Our role is to join up health and care services, improve people's health and wellbeing, and to make sure everyone has the same access to services and gets a positive experience from treatment. We also oversee how money and resource is utilised to ensure that funding is spent to ensure health services are effective, consistent and of high standard. Lancashire and South Cumbria ICB is a complex organisation serving a population of over 1.8 million people.
This is an exciting opportunity to work within a successful, progressive ICB and to make a positive contribution to the lives of people in Lancashire and South Cumbria.
Job description
Job responsibilities
The role will be varied and will adapt over time as the ICB develops. However, the postholder is expected to fulfil the following main duties and responsibilities: -
- Management of own workflow within Oracle/ISFE
- Resolution of invoice queries held in workflow.
- Building solid working relationships with the place-based teams, clinical staff and commissioners to aid resolution.
- Prioritisation of workload
- Chase up responses to emails sent relating to the resolution of invoice queries.
- Identifying where the problem lies and notifying the relevant team to have this checked and amended on the record on the CMS.
- Adapt to changes in process both within the finance and AACC teams.
- Respond to email queries from providers chasing non-payment in a timely manner.
- Respond to telephone queries or signpost them to the correct team that come via the single point of contact telephone number.
- Maintain a professional image when dealing with what can sometimes be a contentious or emotional communication.
- Attendance and input at regular teams meetings and other meetings as required.
- Accurate inputting of information onto the CMS.
- Checking, coding and sending invoices for approval and payment on Oracle/ISFE.
- Requesting credit notes where applicable and actioning once received.
Assistance in ad-hoc requests from the Finance Managers.
Job description
Job responsibilities
The role will be varied and will adapt over time as the ICB develops. However, the postholder is expected to fulfil the following main duties and responsibilities: -
- Management of own workflow within Oracle/ISFE
- Resolution of invoice queries held in workflow.
- Building solid working relationships with the place-based teams, clinical staff and commissioners to aid resolution.
- Prioritisation of workload
- Chase up responses to emails sent relating to the resolution of invoice queries.
- Identifying where the problem lies and notifying the relevant team to have this checked and amended on the record on the CMS.
- Adapt to changes in process both within the finance and AACC teams.
- Respond to email queries from providers chasing non-payment in a timely manner.
- Respond to telephone queries or signpost them to the correct team that come via the single point of contact telephone number.
- Maintain a professional image when dealing with what can sometimes be a contentious or emotional communication.
- Attendance and input at regular teams meetings and other meetings as required.
- Accurate inputting of information onto the CMS.
- Checking, coding and sending invoices for approval and payment on Oracle/ISFE.
- Requesting credit notes where applicable and actioning once received.
Assistance in ad-hoc requests from the Finance Managers.
Person Specification
Qualifications
Essential
- GCSE Maths and English (Grade C or above)
- Interest in Finance and willing to undertake a Finance qualification for example AAT technical level ,NVQ level 4 or other equivalent qualification.
Skills
Essential
- Good analytical skills, including the ability to manipulate and interpret data which can often be complex.
- Responsible for inputting information into Case Management System
Experience
Essential
- Demonstrate experience in dealing with the public and dealing with sensitive and confidential information.
- Intermediate knowledge of IT systems and software programmes such as Outlook, Word, Excel (including ability to product complex pivot tables), PowerPoint and Access.
- Understanding of Confidentiality and the Data Protection Act.
- Detailed understanding of ICB accounting procedures and principles (reconciliation and balances, VAT treatment, transactional finance computer systems and ledgers, coding structures, and financial reporting systems)
Person Specification
Qualifications
Essential
- GCSE Maths and English (Grade C or above)
- Interest in Finance and willing to undertake a Finance qualification for example AAT technical level ,NVQ level 4 or other equivalent qualification.
Skills
Essential
- Good analytical skills, including the ability to manipulate and interpret data which can often be complex.
- Responsible for inputting information into Case Management System
Experience
Essential
- Demonstrate experience in dealing with the public and dealing with sensitive and confidential information.
- Intermediate knowledge of IT systems and software programmes such as Outlook, Word, Excel (including ability to product complex pivot tables), PowerPoint and Access.
- Understanding of Confidentiality and the Data Protection Act.
- Detailed understanding of ICB accounting procedures and principles (reconciliation and balances, VAT treatment, transactional finance computer systems and ledgers, coding structures, and financial reporting systems)
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.