Booking Team Senior Clerical Officer inStockport inStockport PUBLISHED 20 DEC 2023

Band 3: £24,071 to £25,674 a year per annum pro rata - New salary rate will be payable from October  PERMANENT 


Main Duties and Responsibilities

Register referrals from all sources on the patient administrative system (PAS) and book appointments in accordance with clinical need and within local and national targets.

  • Telephone patients to offer appointment dates and times, in accordance with consultant prioritisation, Trust standards and NHS targets, using PAS and the national E-Referral Service systems to record appointments made
  • Manage the Envoy reminder service responses.

Offer appointments to suspect cancer and other urgent patients according to Trust standards and within NHS target times and recording the data on the Somerset database

Manage and monitor all patients waiting for an appointment on the Outpatient Waiting List

Scan/upload all new referrals to the Evolve scanning system

Answer general telephone enquiries, taking responsibility for callers or forwarding calls to the relevant department

Respond verbally to complaints in a polite and professional manner seeking to find a resolution on behalf of the caller. Those which cannot be resolved to be passed to a manager or other departments in the Trust for action

Input, monitor and manage patient information on various IT systems

Discharge old and expired episodes on PAS, completing and updating the patients pathway

Liaise with referrers/ GP practices regarding incorrect patient information or referrals

Liaise with multidisciplinary internal teams regarding clinic utilisation

Cancelling clinics for clinical staff leave including emergency cancellations

Escalating concerns and lack of capacity to the relevant business groups




The Trust is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment and promote safeguarding by implementing the Trusts policies and procedures, acting promptly on concerns, communicating effectively and sharing information appropriately.

We have an Exciting opportunity within the Outpatient Booking Team at Stockport NHS Foundation Trust. The post holder will be expected to undertake a variety of administrative tasks across all aspects of the Outpatient Booking Team. The role will also include phone sessions throughout the week.

The ideal candidate will possess:

  • Excellent communication skills
  • A flexible approach to work and the ability to work independently and as part of a team
  • A keen eye for detail in data collection and recording
  • Quick Learner
  • Proactive

Full training will be given to the successful candidates in the relevant systems.

Take part in managing, on a daily basis, all appointment administration undertaken within the Outpatient Booking Team

Manage and monitor the outpatient waiting list

Book appointments

Ensure that all clinics are fully utilized

  • Process patient referrals into the trust

Answer incoming calls from all our customers in a professional and appropriate manner and assist with specific enquiries

Make outgoing calls, negotiating appointment dates and times with patients

Deal with and respond to complaints in a positive manner

Access and update various IT systems i.e. the Trust Patient Administration System, the national Electronic Referral system, the Evolve scanning system and Somerset Database, Envoy and other IT systems

Ensure accurate and quality data entry at all times

  • Any other duties commensurate with the role


Main Duties and Responsibilities

Register referrals from all sources on the patient administrative system (PAS) and book appointments in accordance with clinical need and within local and national targets.

  • Telephone patients to offer appointment dates and times, in accordance with consultant prioritisation, Trust standards and NHS targets, using PAS and the national E-Referral Service systems to record appointments made
  • Manage the Envoy reminder service responses.

Offer appointments to suspect cancer and other urgent patients according to Trust standards and within NHS target times and recording the data on the Somerset database

Manage and monitor all patients waiting for an appointment on the Outpatient Waiting List

Scan/upload all new referrals to the Evolve scanning system

Answer general telephone enquiries, taking responsibility for callers or forwarding calls to the relevant department

Respond verbally to complaints in a polite and professional manner seeking to find a resolution on behalf of the caller. Those which cannot be resolved to be passed to a manager or other departments in the Trust for action

Input, monitor and manage patient information on various IT systems

Discharge old and expired episodes on PAS, completing and updating the patients pathway

Liaise with referrers/ GP practices regarding incorrect patient information or referrals

Liaise with multidisciplinary internal teams regarding clinic utilisation

Cancelling clinics for clinical staff leave including emergency cancellations

Escalating concerns and lack of capacity to the relevant business groups




The Trust is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment and promote safeguarding by implementing the Trusts policies and procedures, acting promptly on concerns, communicating effectively and sharing information appropriately.

We have an Exciting opportunity within the Outpatient Booking Team at Stockport NHS Foundation Trust. The post holder will be expected to undertake a variety of administrative tasks across all aspects of the Outpatient Booking Team. The role will also include phone sessions throughout the week.

The ideal candidate will possess:

  • Excellent communication skills
  • A flexible approach to work and the ability to work independently and as part of a team
  • A keen eye for detail in data collection and recording
  • Quick Learner
  • Proactive

Full training will be given to the successful candidates in the relevant systems.

Take part in managing, on a daily basis, all appointment administration undertaken within the Outpatient Booking Team

Manage and monitor the outpatient waiting list

Book appointments

Ensure that all clinics are fully utilized

  • Process patient referrals into the trust

Answer incoming calls from all our customers in a professional and appropriate manner and assist with specific enquiries

Make outgoing calls, negotiating appointment dates and times with patients

Deal with and respond to complaints in a positive manner

Access and update various IT systems i.e. the Trust Patient Administration System, the national Electronic Referral system, the Evolve scanning system and Somerset Database, Envoy and other IT systems

Ensure accurate and quality data entry at all times

  • Any other duties commensurate with the role



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