Umbrella Medical

Clinical Summariser Manager

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Job summary

The post holder will be expected to lead the Clinical Summarisers team at an organisational level.We are offering an exciting opportunity for a Clinical Summariser Manager to join our successful & progressive group of four practices in the Walsall area.

The post holder will be expected to:

Lead our summarising team and ensure delivery of an efficient & consistent service across the organisation. To undertake general summariser duties alongside the management & allocation of work across the team ensuring we are providing a quality service to the General Practitioners of Umbrella Medical and our patients. To ensure all members of the team compile a comprehensive and chronological medical summary from the patient record and input into the patient computer records utilising the Good Practice guideline and Umbrella Medical practice summarising protocol.

The successful candidate will ideally have a clinical background but applicants will be considered if they have previous experience of working in a clinical setting or of using clinical coding systems.

The successful candidate will also have

Effective communication skills
Good IT skills (EMISweb experience an advantage)
Knowledge of medical terminology and read code systems
Ability to use own judgement and work without direct supervision to determine workload priorities and achieve targets/deadlines
High level of attention to detail

Main duties of the job

The post holder will be expected to:

The successful candidate will also have

Effective communication skills
Good IT skills (EMISweb experience an advantage)
Knowledge of medical terminology and read code systems
Ability to use own judgement and work without direct supervision to determine workload priorities and achieve targets/deadlines
High level of attention to detail

About us

Umbrella Medical is a growing partnership with a very strong emphasis on providing high quality accessible care. We are currently CQC OUTSTANDING (2 practices) and continue to build on that foundation. We recognise that General Practice is changing and in order to continue to provide excellent care we are offering the above position.

Date posted

10 March 2025

Pay scheme

Other

Salary

Depending on experience

Contract

Permanent

Working pattern

Full-time

Reference number

A0260-21032025

Job locations

Mossley Fields Surgery

3 Fisher Road

Walsall

WS3 2TA

Umbrella Medical

1 Hatherton Street

Walsall

WS11AF

Job description

Job responsibilities

Major duties and responsibilities of the post-

Management Responsibilities-

To oversee allocation of workload and resources within the team and ensure continuity of service across the organisation at all times. To identify any potential issues with summariser cover & highlight to management.

To lead on the induction and training of new staff members within the summarising team.

To ensure adherence to policy and processes and update and implementing any changes as required.

To lead the summarising team in any new projects as a result in changes to national or local guidance.

To act as a first point of contact within the summarising team for any issues which may arise.

To act as a first point of contact across the organisation and to liaise with other team leads to resolve any issues or work on implementation of new procedures.

To represent the summarising team at practice meetings.

To lead on summariser meetings, compiling agendas, producing and distributing minutes and following up any actions arising.

To oversee the summarising team in all administrative & IT aspects of the role as listed below.

Summarising-

From patient records identify relevant medical events, read code and log into the computer, categorising into significant or minor events

Sort Lloyd George cards or A4 records into date order; retrieve relevant information, read code into computer and tag cards

Place letters and reports into date order, retrieve relevant information, code to computer and tag

Follow up missing records with previous GP and Medical Records Department

Place appropriate information into relevant templates

Follow up on any defaults i.e. cervical screening, asthma checks, diabetic reviews, retinopathy screening, medication reviews and immunisations and contact reception to book if required

Update new diabetic patients to the diabetic retinopathy screening service

Report learning disabilities patients to the Learning Disabilities Nursing Team to ensure that they are known to service and coded as needing an annual LD review and contact reception to book if required

Prioritise workload as necessary, ensuring children, vulnerable adults or those with significant health problems are summarised first

When summarising a child check household in case of possible child/ adult safeguarding concerns

Ensure a childs household address matches exactly to that of Parent/Carer or any other adult living at the same address

Report any child or adult safeguarding concerns to the appropriate lead/clinician

Ensure any extraneous material in records is shredded prior to disposal

Filing and retrieval of paperwork

Ensure pregnant patients are coded as pregnant and ensure they have a midwife appointment booked

Record and date childrens current school from new patients questionnaire

Verify forms that express dissent to the: Summary Care Record dataset upload, Care Data Service and data to and from Health and Social Care to be used and code as required

Obtain any past family medical history from records and code to computer appropriately

Record any patient allergies identified appropriately

Monitoring the progress of notes summarising against Umbrella Medical targets/deadlines

Process and verify the GP to GP transfer of electronic and paper records for new patients to the practice, ensuring outstanding referrals and results are actioned appropriately

Ensure that medications transferred via GP to GP are stopped and recorded and if needed a new patient medication review is booked by reception

Verify that all records belong to the patient, and if not return to the appropriate organisation

Post Reading

Read electronic and hard copy of incoming correspondence; code or link diagnosis to record in patients problem page, code relevant investigations, and action requests as necessary

Ensure relevant investigations necessary for a diagnosis such as MRI/ CT scan are recorded when coding problems such as TIA/Stroke/STEMIs

Send tasks as relevant i.e. book appointment with doctor to reception

Send reports/results as requested

Check addresses are correct on clinic letters and notify reception if different to the address we hold to confirm with the patient and appropriate action can be taken

Inform the practices Cancer Champion of a new diagnosis of cancer so the patient can receive the appropriate support

Tidy up problem page/patient warning whenever possible by removing unnecessary or outdated information

Ensure children subject a to child protection plan warning is removed when necessary by recording corresponding code when the child is no longer on register

Add code/note to all other family members when a child is subject to a child protection plan or there is domestic abuse in household

Code and monitor childrens DNA and vulnerable adults at hospital appointments, and inform the appropriate clinician/lead if necessary

Auditing on an adhoc basis historical codes as required to ensure validity of coding

Notify relevant summariser/lead on GSF if a patient is end of life so they can be put on the GSF register

Any other duties considered by Umbrella Medical to be appropriate to the post