Data/Finance Co-ordinator

NHS Shropshire, Telford and Wrekin Integrated Care Board

Information:

This job is now closed

Job summary

Our team is looking for a hardworking, organised, resilient and proactive person with leadership experience to undertake the role of Data/Finance Co-ordinator.

The successful applicant will be working in and leading a busy administration team ensuring an effective administration and business support function and co-ordinating the data processes. This person should have excellent communication skills, be able to organise and prioritise their own workload and have great problem solving and planning skills.

The ideal applicant should have strong computer skills including Microsoft Excel, Word, Outlook and Teams. They should also have experience of interpreting and presenting complex data in clear and easy to understand formats and have great attention to detail. They will be responsible for ensuring the teams correct recording of all information including referrals onto our patient management system and that they keep accurate and confidential records as well as validation of invoices and accounts.

The service operates between Monday-Friday, 9am-5pm.

Main duties of the job

  • Line management, including allocation of work, sickness management, performance reviews, appraisals, staff development, recruitment, performance management, training and daily supervision and support.
  • The post holder will implement and monitor programmes of performance monitoring (QIPP) as well as
  • Monitoring of "business as usual" activity.
  • The post holder will be responsible for ensuring the use of appropriate electronic and manual systems to ensure the team accurately record information and maintain the patient management systems data integrity. These systems will support the team in delivering a high-quality service to patients and users and in supplying accurate timely information in regard to delivering against activity, outcome and financial targets.
  • The post holder will monitor compliance of local, regional and national performance indicators and prepare the date required for all reporting requirements.\
  • The post holder will assist in the management of the financial stability of the service by reconciling invoices to approved finance packages.
  • To understand relevant processes, guidance and legislation required for the role; including but not limited to Continuing Healthcare and Mental Health Act and how these relate to local guidelines.

About us

The Individual Commissioning Team is responsible for assessment, commissioning and case management for individuals with complex health needs, including NHS Continuing Healthcare, NHS Funded Nursing Care, Mental Health Act and subsequent aftercare, hospital discharge and end of life care. All roles within the team offer opportunity to make a positive difference to the lives and experiences of those who access our services.

Date posted

16 August 2024

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £36,483 a year pa

Contract

Permanent

Working pattern

Full-time

Reference number

942-ICB-6566494

Job locations

NHS Shropshire, Telford and Wrekin ICB

Wellington Civic Office, Tan Bank, Wellington

Telford

TF1 1LX


Job description

Job responsibilities

Communication & Relationships Skills

To be responsive to clients, carers, care providers and other relevant individuals and organisations ensuring that queries are rapidly and appropriately addressed or diverted to the appropriate person.

To communicate information, trends and issues, including briefings and reports.

To provide clear information on the progress of cases in response to enquiries from families, referrers and other staff regarding continuing care cases; ensuring excellent liaison with relevant health and social care professional across clinical services and geographical boundaries as appropriate. Instigate appropriate action to ensure that accurate messages are recorded, passed on and progress followed up if necessary.

To provide relevant and timely advice and guidance on functional and information matters.

To be responsible for preparation of correspondence and complex report, assessments and papers.

To work with team members and other health and social care professionals to promote joint working to achieve positive benefits and added value for individual service users and carers.

To liaise and communicate with external agencies including; NHS England, care providers, solicitors

To maintain constructive relationships with a broad range of internal and external stakeholders.

To participate in relevant internal and external working groups/projects, services, and initiatives which may be highly complex, sensitive, political, and contain contentious information with the aim of providing information and analytical advice to the teams.

To communicate complex, clinical, personal and emotive information about patients and

circumstances including risks, issues and dependencies, diagnosis, prognosis and eligibility to NHS funded services.

To deal with regular telephone calls throughout the day, addressing highly sensitive and complex enquiries, issues of concern regarding patient wellbeing, complaints and referrals that may require an immediate response

To participate in the monitoring, review and complaints procedures of individuals with complex needs whose care is managed in their own homes or in residential care settings.

To be responsive to clients, carers, care providers and other relevant individuals and organisations ensuring that queries are rapidly and appropriately addressed or diverted to the appropriate person.

To develop and maintain effective communication networks and interfaces with other health professionals, private, statutory and voluntary agencies.

To draft reports and dashboards for internal review and further development by the Business Support Lead.

Analytical & Judgement Skills

To undertake complex and detailed analysis of specific projects and patients requiring high levels of concentration.

To update, maintain, organise, gather and analyse information to predict/meet future individual patient, organisational and team needs by identifying best professional practice.

To contribute to the information management of performance, taking a lead for specific projects

Planning & Organisational Skills

To plan own workload and diary to ensure local, national and statutory targets and deadlines are met.

To work with members of the team and key stakeholders to investigate the causes of any variance from plan/delivery targets and contribute to the implementation of solutions.

Physical Skills

To provide a full administration function including requesting documentation and the preparation, posting and recording of letters, emails and telephone calls.

Patient/Client Care

To be responsive to clients, carers, care providers and other relevant individuals and organisations ensuring that queries are rapidly and appropriately addressed or diverted to the appropriate person.

To communicate information, trends and issues, including briefings and reports.

To provide clear information on the progress of cases in response to enquiries from families, referrers and other staff regarding continuing care cases; ensuring excellent liaison with relevant health and social care professional across clinical services and geographical boundaries as appropriate. Instigate appropriate action to ensure that accurate messages are recorded, passed on and progress followed up if necessary.

Policy/Service Development

To assist in the development of policies and processes and comment upon draft policies.

To propose changes to own work, informing policy and making recommendations for more effective delivery.

To work with and lead the team to develop administrative and business support functions to ensure that it adapts to change and the needs of the service.

Financial & Physical Resources

Under the direction of the Business Support Lead, to accurately monitor, report and oversee the financial function and budget of the team ensuring that spend is monitored and reported on a monthly basis and that all financial concerns are escalated in a timely manner.

To contribute to the financial balance of the service.

To undertake audits, including transactional financial reviews and validation of invoices ensuring that they are valid.

To reconcile any payments or approved packages of care back to the Broadcare system.

Under instruction and when required, to reconcile retrospective payments, including the calculation of sums due and any relevant interest.

To support the procurement, contracting and brokerage process by providing performance monitoring data and management of quote approval processes.

Human Resources/Staff Management

To line manage the Data Support Officer - this will include allocation of workload, deployment of staff, sickness absence management, reviews, appraisals, staff development and support and supervision of the administrative team on a daily basis.

To ensure that the work load is appropriately distributed within the team and organise the workload to ensure that there is no delay in the support processes.

To conduct regular staff appraisals and implement processes to ensure staff have appropriate development to support their roles and also to develop them effectively for the future.

When requested, to participate in the recruitment of new team members and organise departmental inductions for new staff.

To performance manage team members ensuring high standards of service are delivered all times.

To monitor performance and delivery of assigned targets.

To provide training, advice and support on own area of responsibility taking a lead role in the development of the administrative staff.

To matrix manage other team members as requested by the Business Support Lead when required.

To monitor performance and delivery of assigned targets.

To provide support to colleagues with regards to accurate system use

Information Resources

To be responsible for ensuring an effective data reporting function, including financial management, performance and quality monitoring.

To plan and implement rolling audits of activity and suggest improvements to data recording and reporting methods.

To report on Continuing healthcare (CHC), Funded Nursing care (FNC), Fast Tracks (End of Life), Complex care including Mental health; learning disabilities and complex physical disability for adults, and continuing healthcare and complex needs of children and Personal health budgets (PHB) are complied with, are effective and are monitored and audited.

To use IT systems to analyse data, including complex reporting, spreadsheet and data manipulation.

To be responsible for ensuring that the entire data reporting and data integrity functions are delivered.

To be responsible for managing own workload and that of the Data Support Officer, including planning, organising and prioritising.

To monitor the administrative record keeping, including their own and that of the team ensuring that it is up to date and of a high standard.

To work with the team to develop administrative and business support functions to ensure that it adapts to change and the needs of the service.

To ensure that all information (including financial) relating to the work of the team is accurate and up to date and appropriately analysed to support service delivery.

To work with relevant stakeholders to plan, design and develop processes to provide valid interpretation and robust analysis/evidence that will support the contracting process.

To co-ordinate all dashboard and data monitoring processes.

To support processes to monitor contracts, quality, performance, using audit tools to check process and quality and learning from complaints and compliments.

To develop processes to capture intelligence around quality of placements and report trends in concerns immediately in line with local policies.

In conjunction with the Assessment Co-ordinator, to produce weekly dashboards and compliance reports with regards to CHC assessments, reviews, assessor workload, outcomes and outstanding decisions.

To actively contribute to the development of quality metrics.

To be an ambassador for the team and the Partnerships directorate inside and outside the organisation.

To assist the Business Support Lead/Business and Operations Manager to accurately produce and portray monthly, quarterly and annual statistical performance reports for a range of audiences including the team, managers, executive team and other stakeholders including the CCG Board. This will include technical, graphical and pictorial presentation of evidence and written reports.

To produce complex reports and commentary to stakeholders on historic, current and projected performance.

To undertake performance monitoring of projects, services, initiatives as appropriate.

Full details can be found on the attached job description.

Job description

Job responsibilities

Communication & Relationships Skills

To be responsive to clients, carers, care providers and other relevant individuals and organisations ensuring that queries are rapidly and appropriately addressed or diverted to the appropriate person.

To communicate information, trends and issues, including briefings and reports.

To provide clear information on the progress of cases in response to enquiries from families, referrers and other staff regarding continuing care cases; ensuring excellent liaison with relevant health and social care professional across clinical services and geographical boundaries as appropriate. Instigate appropriate action to ensure that accurate messages are recorded, passed on and progress followed up if necessary.

To provide relevant and timely advice and guidance on functional and information matters.

To be responsible for preparation of correspondence and complex report, assessments and papers.

To work with team members and other health and social care professionals to promote joint working to achieve positive benefits and added value for individual service users and carers.

To liaise and communicate with external agencies including; NHS England, care providers, solicitors

To maintain constructive relationships with a broad range of internal and external stakeholders.

To participate in relevant internal and external working groups/projects, services, and initiatives which may be highly complex, sensitive, political, and contain contentious information with the aim of providing information and analytical advice to the teams.

To communicate complex, clinical, personal and emotive information about patients and

circumstances including risks, issues and dependencies, diagnosis, prognosis and eligibility to NHS funded services.

To deal with regular telephone calls throughout the day, addressing highly sensitive and complex enquiries, issues of concern regarding patient wellbeing, complaints and referrals that may require an immediate response

To participate in the monitoring, review and complaints procedures of individuals with complex needs whose care is managed in their own homes or in residential care settings.

To be responsive to clients, carers, care providers and other relevant individuals and organisations ensuring that queries are rapidly and appropriately addressed or diverted to the appropriate person.

To develop and maintain effective communication networks and interfaces with other health professionals, private, statutory and voluntary agencies.

To draft reports and dashboards for internal review and further development by the Business Support Lead.

Analytical & Judgement Skills

To undertake complex and detailed analysis of specific projects and patients requiring high levels of concentration.

To update, maintain, organise, gather and analyse information to predict/meet future individual patient, organisational and team needs by identifying best professional practice.

To contribute to the information management of performance, taking a lead for specific projects

Planning & Organisational Skills

To plan own workload and diary to ensure local, national and statutory targets and deadlines are met.

To work with members of the team and key stakeholders to investigate the causes of any variance from plan/delivery targets and contribute to the implementation of solutions.

Physical Skills

To provide a full administration function including requesting documentation and the preparation, posting and recording of letters, emails and telephone calls.

Patient/Client Care

To be responsive to clients, carers, care providers and other relevant individuals and organisations ensuring that queries are rapidly and appropriately addressed or diverted to the appropriate person.

To communicate information, trends and issues, including briefings and reports.

To provide clear information on the progress of cases in response to enquiries from families, referrers and other staff regarding continuing care cases; ensuring excellent liaison with relevant health and social care professional across clinical services and geographical boundaries as appropriate. Instigate appropriate action to ensure that accurate messages are recorded, passed on and progress followed up if necessary.

Policy/Service Development

To assist in the development of policies and processes and comment upon draft policies.

To propose changes to own work, informing policy and making recommendations for more effective delivery.

To work with and lead the team to develop administrative and business support functions to ensure that it adapts to change and the needs of the service.

Financial & Physical Resources

Under the direction of the Business Support Lead, to accurately monitor, report and oversee the financial function and budget of the team ensuring that spend is monitored and reported on a monthly basis and that all financial concerns are escalated in a timely manner.

To contribute to the financial balance of the service.

To undertake audits, including transactional financial reviews and validation of invoices ensuring that they are valid.

To reconcile any payments or approved packages of care back to the Broadcare system.

Under instruction and when required, to reconcile retrospective payments, including the calculation of sums due and any relevant interest.

To support the procurement, contracting and brokerage process by providing performance monitoring data and management of quote approval processes.

Human Resources/Staff Management

To line manage the Data Support Officer - this will include allocation of workload, deployment of staff, sickness absence management, reviews, appraisals, staff development and support and supervision of the administrative team on a daily basis.

To ensure that the work load is appropriately distributed within the team and organise the workload to ensure that there is no delay in the support processes.

To conduct regular staff appraisals and implement processes to ensure staff have appropriate development to support their roles and also to develop them effectively for the future.

When requested, to participate in the recruitment of new team members and organise departmental inductions for new staff.

To performance manage team members ensuring high standards of service are delivered all times.

To monitor performance and delivery of assigned targets.

To provide training, advice and support on own area of responsibility taking a lead role in the development of the administrative staff.

To matrix manage other team members as requested by the Business Support Lead when required.

To monitor performance and delivery of assigned targets.

To provide support to colleagues with regards to accurate system use

Information Resources

To be responsible for ensuring an effective data reporting function, including financial management, performance and quality monitoring.

To plan and implement rolling audits of activity and suggest improvements to data recording and reporting methods.

To report on Continuing healthcare (CHC), Funded Nursing care (FNC), Fast Tracks (End of Life), Complex care including Mental health; learning disabilities and complex physical disability for adults, and continuing healthcare and complex needs of children and Personal health budgets (PHB) are complied with, are effective and are monitored and audited.

To use IT systems to analyse data, including complex reporting, spreadsheet and data manipulation.

To be responsible for ensuring that the entire data reporting and data integrity functions are delivered.

To be responsible for managing own workload and that of the Data Support Officer, including planning, organising and prioritising.

To monitor the administrative record keeping, including their own and that of the team ensuring that it is up to date and of a high standard.

To work with the team to develop administrative and business support functions to ensure that it adapts to change and the needs of the service.

To ensure that all information (including financial) relating to the work of the team is accurate and up to date and appropriately analysed to support service delivery.

To work with relevant stakeholders to plan, design and develop processes to provide valid interpretation and robust analysis/evidence that will support the contracting process.

To co-ordinate all dashboard and data monitoring processes.

To support processes to monitor contracts, quality, performance, using audit tools to check process and quality and learning from complaints and compliments.

To develop processes to capture intelligence around quality of placements and report trends in concerns immediately in line with local policies.

In conjunction with the Assessment Co-ordinator, to produce weekly dashboards and compliance reports with regards to CHC assessments, reviews, assessor workload, outcomes and outstanding decisions.

To actively contribute to the development of quality metrics.

To be an ambassador for the team and the Partnerships directorate inside and outside the organisation.

To assist the Business Support Lead/Business and Operations Manager to accurately produce and portray monthly, quarterly and annual statistical performance reports for a range of audiences including the team, managers, executive team and other stakeholders including the CCG Board. This will include technical, graphical and pictorial presentation of evidence and written reports.

To produce complex reports and commentary to stakeholders on historic, current and projected performance.

To undertake performance monitoring of projects, services, initiatives as appropriate.

Full details can be found on the attached job description.

Person Specification

Experience

Essential

  • Manager/Supervisor with experience of line management
  • Leadership experience to ensure high quality service delivery
  • Strong grasp of process adherence and working to deadlines
  • Working knowledge and understanding of NHS

Desirable

  • Experience of working in CHC service or similar

Qualifications

Essential

  • Educated to degree level or equivalent qualification or experience

Desirable

  • Management qualification or equivalent experience

Skills, Knowledge and Competencies

Essential

  • Excellent knowledge and skills in using Microsoft Office packages including word, excel and access database
  • Ability to employ robust decision making
  • Ability to negotiate and communicate difficult decisions
  • Problem solving and analytical planning, strong negotiation and communications skills essential
  • Review and improve efficiencies and productivity abilities
  • Excellent organisational skills
  • Ability to prioritise own workload
  • Excellent communication skills both written and verbal
  • Attention to detail and accuracy
  • Ability to interpret and record data accurately
  • Good level of numeracy
  • Ability to deal appropriately and sensitively with distressing / challenging situations
  • Ability to maintain confidentiality and trust
  • Professional, calm and efficient manner
  • Commitment to continuing professional development
  • Knowledge of NHS issues
  • Understanding of and commitment to equality of opportunity
  • Presentation of complex data in clear and easy to understand formats

Desirable

  • Use of the Broadcare system
  • Use of NHS systems including Summary Care Record

Personal Qualities

Essential

  • Impactful, resilient, ability to deal with ambiguity, business focus and problem solving
  • Strong communication skills and ability to manage at all levels across a range of stakeholders

Physical Skills

Essential

  • Competent computer user with standard keyboard skills
  • Ability to use computer, monitor and keyboard for most of the working day
Person Specification

Experience

Essential

  • Manager/Supervisor with experience of line management
  • Leadership experience to ensure high quality service delivery
  • Strong grasp of process adherence and working to deadlines
  • Working knowledge and understanding of NHS

Desirable

  • Experience of working in CHC service or similar

Qualifications

Essential

  • Educated to degree level or equivalent qualification or experience

Desirable

  • Management qualification or equivalent experience

Skills, Knowledge and Competencies

Essential

  • Excellent knowledge and skills in using Microsoft Office packages including word, excel and access database
  • Ability to employ robust decision making
  • Ability to negotiate and communicate difficult decisions
  • Problem solving and analytical planning, strong negotiation and communications skills essential
  • Review and improve efficiencies and productivity abilities
  • Excellent organisational skills
  • Ability to prioritise own workload
  • Excellent communication skills both written and verbal
  • Attention to detail and accuracy
  • Ability to interpret and record data accurately
  • Good level of numeracy
  • Ability to deal appropriately and sensitively with distressing / challenging situations
  • Ability to maintain confidentiality and trust
  • Professional, calm and efficient manner
  • Commitment to continuing professional development
  • Knowledge of NHS issues
  • Understanding of and commitment to equality of opportunity
  • Presentation of complex data in clear and easy to understand formats

Desirable

  • Use of the Broadcare system
  • Use of NHS systems including Summary Care Record

Personal Qualities

Essential

  • Impactful, resilient, ability to deal with ambiguity, business focus and problem solving
  • Strong communication skills and ability to manage at all levels across a range of stakeholders

Physical Skills

Essential

  • Competent computer user with standard keyboard skills
  • Ability to use computer, monitor and keyboard for most of the working day

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

NHS Shropshire, Telford and Wrekin Integrated Care Board

Address

NHS Shropshire, Telford and Wrekin ICB

Wellington Civic Office, Tan Bank, Wellington

Telford

TF1 1LX


Employer's website

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

Employer details

Employer name

NHS Shropshire, Telford and Wrekin Integrated Care Board

Address

NHS Shropshire, Telford and Wrekin ICB

Wellington Civic Office, Tan Bank, Wellington

Telford

TF1 1LX


Employer's website

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

For questions about the job, contact:

Business Support Lead

Heather Clark

heather.clark1@nhs.net

01952580349

Date posted

16 August 2024

Pay scheme

Agenda for change

Band

Band 5

Salary

£29,970 to £36,483 a year pa

Contract

Permanent

Working pattern

Full-time

Reference number

942-ICB-6566494

Job locations

NHS Shropshire, Telford and Wrekin ICB

Wellington Civic Office, Tan Bank, Wellington

Telford

TF1 1LX


Supporting documents

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