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Care Navigator

3 months ago


Bristol, Bristol, United Kingdom The Old School Surgery Full time
Primary Responsibilities The following are the core responsibilities for the role.

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. Maintain and monitor the practice appointment system.

b. Identify and book appointments and home visits in line with practice protocols. c. Process personal, telephone and e-requests for appointments.

d. Deal with angry and stressed people safely and appropriately as they present in person or by telephone. e. Answer incoming telephone calls, transferring calls or dealing with the callers request appropriately.

f.

Understand how to prioritise patients in need of urgent medical attention who present to reception in person or by telephone and direct them appropriately.

g. Deal with requests from patients and clinical team members for emergency calls, following protocols and dialling 999 as required.

h. Signpost patients to correct services. i. Process incoming and outgoing mail.

j. Initiating contact with and responding to, requests from patients, team members and external agencies. k. Liaising with external agencies such as hospitals and community services.

l. Photocopy documentation as required. m. Data entry of new and temporary registrations and relevant patient information as required.

n. Input data into the patients healthcare records as necessary. o. Process requests for information including Subject Access Requests (SARs), insurance and solicitors letters and DVLA forms, etc.

to the administration team. p. Advise patients of relevant charges for private services and accept payments in line with practice protocols. q.

Manage all queries (including administrative queries) as necessary in an efficient manner. r. Maintain a clean, tidy, effective working area. s.

Monitor and maintain the reception area. t. Support all clinical staff with general tasks as requested. u.

Assist with any other duties that may be required to ensure the smooth running of the practice.

Secondary Responsibilities In addition to the primary responsibilities, the receptionist may be requested to:
a. Partake in Significant Event Analysis as required. b.

Participate in performance review and annual appraisal. c. Support other reception and administrative staff, providing cover during staff absences. d.

Complete opening and closing procedures in accordance with the duty rota and protocols.

Generic Responsibilities All staff at The Old School Surgery have a duty to conform to the following:

Equality, Diversity & Inclusion A good attitude and positive action towards ED&I creates an environment where all individuals are able to achieve their full potential.

Creating such an environment is important for three reasons:
it improves operational effectiveness, it is morally the right thing to do, and it is required by law.

Patients and their families have the right to be treated fairly and be routinely involved in decisions about their treatment and care.


All personnel are to comply with the Health and Safety at Work Act 1974, Environmental Protection Act 1990, Environment Act 1995, Fire Precautions (workplace) Regulations 1999 and other statutory legislation.

Confidentiality This practice is committed to maintaining an outstanding confidential service.

Patients entrust and permit us to collect and retain sensitive information relating to their health and other matters, pertaining to their care.

They do so in confidence and have a right to expect all staff will respect their privacy and maintain confidentiality at all times.


It is essential that if the legal requirements are to be met and the trust of our patients is to be retained that all staff protect patient information and provide a confidential service.

Quality & Continuous Improvement To preserve and improve the quality of our output, all personnel are required to think not only of what they do, but how they achieve it.

By continually re-examining our processes, we will be able to develop and improve the overall effectiveness of the way we work.

The responsibility for this rests with everyone working within the practice to look for opportunities to improve quality and share good practice.


This practice continually strives to improve work processes which deliver health care with improved results across all areas of our service provision.

We promote a culture of continuous improvement, where everyone counts, and staff are permitted to make suggestions and contributions to improve our service delivery and enhance patient care.

Induction Training On arrival at the practice all personnel are to complete a practice induction programme.

Learning and Development The effective use of training and development is fundamental in ensuring that all staff are equipped with the appropriate skills, knowledge, attitude, and competences to perform their role.

Effective communication is essential and all staff must ensure they communicate in a manner which enables the