Accounts Receivable Clerk

Blackpool Teaching Hospitals NHS Foundation Trust

Information:

This job is now closed

Job summary

Assisting the Accounts Receivable Supervisor in the day to day running of the Accounts Receivable Team who are responsible for the prompt billing of amounts due to the Trust, and the recovery of outstanding debt in accordance with Key Performance Indicators (KPI's) and financial procedures. The post holder will also assist in the NHS agreement of balances process.

Main duties of the job

DUTIES AND RESPONSIBILITIES

  1. Responsible for the prompt billing of amounts due to the Trust, and the recovery of outstanding debt in accordance with Key Performance Indicators (KPI's), Standing Financial Instructions, and financial procedures.

  1. Communication required internally within the Finance and other Trust Departments and externally with NHS and non-NHS customers.

  1. Significant VDU data input and prolonged concentration required, with a good working knowledge of Excel, Word & Outlook.

About us

Blackpool Teaching Hospitals NHS Foundation Trust is ideally situated on the Fylde Coast just a 45 minute drive from Manchester. The Trust provides the full range of district hospital services and community health services, such as adult and children's services, health visiting, community nursing, sexual health and family planning, stop smoking and palliative care services. The Trust also provides tertiary cardiac, haematology and adult cystic fibrosis services to an approximate 1.7 million population catchment area covering Lancashire and South Cumbria.

The Trust provides a comprehensive range of acute hospital services to the population of the Fylde coast, as well as the millions of holidaymakers that visit each year. The Trust employs over 7,500 staff and had a turnover of circa of £625m in 2021/22.

As one of the United Kingdom's largest coastal resorts, Blackpool has plenty to offer its residents - it's not just a good place to work; it's a great place to live. In addition to its bustling centre and historic seafront, the town is world famous for its many attractions, including the Blackpool Tower. This seaside town also offers a number of scenic cycling routes round its local parks and across the surrounding countryside, as well as panoramic views of the coast on its picturesque Promenade. Further afield, Blackpool benefits from less than three-hour connections via rail to Edinburgh in the north and London in the south.

Date posted

14 July 2023

Pay scheme

Agenda for change

Band

Band 2

Salary

£22,383 a year Per annum

Contract

Fixed term

Duration

12 months

Working pattern

Full-time

Reference number

382-COR90-23

Job locations

Blackpool Teaching Hospitals NHSFT

Whinney Heys Road

Blackpool

FY3 8NR


Job description

Job responsibilities

JOB ACCOUNTABILITIES:

  1. Responsible for the prompt raising of invoices and credit notes based on authorised instructions from Trust departments, to include:

  • Contractual block contract and non contractual clinical income.
  • Education and training funding.
  • Commercial income for the provision of goods and services.
  • Salary overpayments

  1. Operate processes for the recovery of outstanding debt to ensure debt levels are maintained within Key Performance Indicators (KPIs). Debt recovery processes include:
  • The issue of statements of account and dunning letters in accordance with financial procedures.
  • Telephone contact with debtors secure prompt settlement of outstanding debt.
  • Escalation of unresolved debts to AR Supervisor and within the customer organisation to facilitate early resolution of problems.

  1. To plan own workload to ensure monthly and annual deadlines are met, seeking guidance from the Accounts Receivable Supervisor as necessary.

  1. To liaise with the Accounts Receivable Supervisor to provide recommendations to write off or make a provision for amounts which are considered irrecoverable. Such requests must provide a full explanation of the recovery steps taken.

  1. Responsible for the accurate billing of debts to include billing to the correct customer and use of the correct financial code, including the VAT allocation.

  1. To assist the Accounts Receivable Supervisor in ensuring that all invoices are allocated to the correct accounting period prior to closure of each period end. This will require liaison with Trust departments to ensure that all billing requests are received and processed in accordance with month and year end timetables

GENERAL REQUIREMENTS

  1. Quality

Each member of staff is required to ensure that:

  1. a) The patient and customer are always put first;
  2. b) That in all issues, the patient/customer requirements are met and all staff contribute fully to achieving the Trusts corporate goals and objectives;
  3. c) That all staff hold themselves personally responsible for the quality of their work and therefore seek to attain the highest standards achievable within their knowledge, skills and resources available to them in furtherance of the Trusts Vision and in embedding the organisations Values.

  1. Confidentiality

Each member of the Trusts staff is responsible for ensuring the confidentiality of any information relating to patients and for complying with all the requirements of the Data Protection Act whilst carrying out the duties of the post. Any breaches in confidentiality will be dealt with by the Trust Disciplinary Procedure and may result in dismissal.

  1. Data Protection/Freedom of Information Acts

Carry out any requirements within the duties applicable to the Data Protection Act, 1998 and the Freedom of Information Act 2000.

  1. Health and Safety

Each member of the Trusts staff is responsible for ensuring that they carry out the duties of their post in accordance with all appropriate Health and Safety legislation (Health & Safety At Work Act 1974), guidance and procedures and they do not, by any act or omission on their part, create a threat to the Health and Safety of any other person.

  1. Equality & Diversity

It is the responsibility of all employees to support the Trusts vision of promoting a positive approach to diversity and equality of opportunity, to eliminate discrimination and disadvantage in service delivery and employment, and to manage, support or comply through the implementation of the Trusts Equality and Diversity Strategies and Policies.

  1. Working Time Directive

You are required to comply with the regulations governing working time and to any locally agreed associated arrangements.

  1. Harassment & Bullying

The Trust condemns all forms of harassment and bullying and is actively seeking to promote a work place where employees are treated with dignity, respect and without bias.

  1. External Interests

Each member of the Trusts staff is responsible for ensuring that any external interest they have does not conflict with the duties of their posts and they must disclose the external interest if this is likely to occur, or if they are in any doubt about a possible conflict of interest

  1. Mandatory Training

Each member of the Trusts staff has a statutory obligation to attend mandatory training. It is the responsibility of each member of staff to ensure that they comply with this legal requirement.

  1. Flexibility

This job description is intended to act as a flexible guide to the duties of the post and therefore will require revision in consultation with the post holder to reflect the changing requirements of the post, to enable the Trust to achieve its corporate goals and objectives.

  1. Smoke-free Policy

In line with the Department of Health guidelines, the Trust operates a strict smoke-free policy.

  1. Safeguarding

The Trust are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expect all staff and volunteers to share its commitment.

Rigorous recruitment checks are carried out on successful applicants who may be required to undertake Enhanced Disclosure via the DBS.

  1. Sustainability

The Trust will have positive and engaged staff who believe in the value of sustainability and are enabled to deliver it. We will be recognised as delivering excellent social value by our place-based partners. We will reduce our environmental impact, protect our natural environment, and ensure we deliver compassionate and sustainable healthcare. We will improve the health and wellbeing of all who live and work within the Fylde Coast communities we serve.

Job description

Job responsibilities

JOB ACCOUNTABILITIES:

  1. Responsible for the prompt raising of invoices and credit notes based on authorised instructions from Trust departments, to include:

  • Contractual block contract and non contractual clinical income.
  • Education and training funding.
  • Commercial income for the provision of goods and services.
  • Salary overpayments

  1. Operate processes for the recovery of outstanding debt to ensure debt levels are maintained within Key Performance Indicators (KPIs). Debt recovery processes include:
  • The issue of statements of account and dunning letters in accordance with financial procedures.
  • Telephone contact with debtors secure prompt settlement of outstanding debt.
  • Escalation of unresolved debts to AR Supervisor and within the customer organisation to facilitate early resolution of problems.

  1. To plan own workload to ensure monthly and annual deadlines are met, seeking guidance from the Accounts Receivable Supervisor as necessary.

  1. To liaise with the Accounts Receivable Supervisor to provide recommendations to write off or make a provision for amounts which are considered irrecoverable. Such requests must provide a full explanation of the recovery steps taken.

  1. Responsible for the accurate billing of debts to include billing to the correct customer and use of the correct financial code, including the VAT allocation.

  1. To assist the Accounts Receivable Supervisor in ensuring that all invoices are allocated to the correct accounting period prior to closure of each period end. This will require liaison with Trust departments to ensure that all billing requests are received and processed in accordance with month and year end timetables

GENERAL REQUIREMENTS

  1. Quality

Each member of staff is required to ensure that:

  1. a) The patient and customer are always put first;
  2. b) That in all issues, the patient/customer requirements are met and all staff contribute fully to achieving the Trusts corporate goals and objectives;
  3. c) That all staff hold themselves personally responsible for the quality of their work and therefore seek to attain the highest standards achievable within their knowledge, skills and resources available to them in furtherance of the Trusts Vision and in embedding the organisations Values.

  1. Confidentiality

Each member of the Trusts staff is responsible for ensuring the confidentiality of any information relating to patients and for complying with all the requirements of the Data Protection Act whilst carrying out the duties of the post. Any breaches in confidentiality will be dealt with by the Trust Disciplinary Procedure and may result in dismissal.

  1. Data Protection/Freedom of Information Acts

Carry out any requirements within the duties applicable to the Data Protection Act, 1998 and the Freedom of Information Act 2000.

  1. Health and Safety

Each member of the Trusts staff is responsible for ensuring that they carry out the duties of their post in accordance with all appropriate Health and Safety legislation (Health & Safety At Work Act 1974), guidance and procedures and they do not, by any act or omission on their part, create a threat to the Health and Safety of any other person.

  1. Equality & Diversity

It is the responsibility of all employees to support the Trusts vision of promoting a positive approach to diversity and equality of opportunity, to eliminate discrimination and disadvantage in service delivery and employment, and to manage, support or comply through the implementation of the Trusts Equality and Diversity Strategies and Policies.

  1. Working Time Directive

You are required to comply with the regulations governing working time and to any locally agreed associated arrangements.

  1. Harassment & Bullying

The Trust condemns all forms of harassment and bullying and is actively seeking to promote a work place where employees are treated with dignity, respect and without bias.

  1. External Interests

Each member of the Trusts staff is responsible for ensuring that any external interest they have does not conflict with the duties of their posts and they must disclose the external interest if this is likely to occur, or if they are in any doubt about a possible conflict of interest

  1. Mandatory Training

Each member of the Trusts staff has a statutory obligation to attend mandatory training. It is the responsibility of each member of staff to ensure that they comply with this legal requirement.

  1. Flexibility

This job description is intended to act as a flexible guide to the duties of the post and therefore will require revision in consultation with the post holder to reflect the changing requirements of the post, to enable the Trust to achieve its corporate goals and objectives.

  1. Smoke-free Policy

In line with the Department of Health guidelines, the Trust operates a strict smoke-free policy.

  1. Safeguarding

The Trust are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expect all staff and volunteers to share its commitment.

Rigorous recruitment checks are carried out on successful applicants who may be required to undertake Enhanced Disclosure via the DBS.

  1. Sustainability

The Trust will have positive and engaged staff who believe in the value of sustainability and are enabled to deliver it. We will be recognised as delivering excellent social value by our place-based partners. We will reduce our environmental impact, protect our natural environment, and ensure we deliver compassionate and sustainable healthcare. We will improve the health and wellbeing of all who live and work within the Fylde Coast communities we serve.

Person Specification

Education and Qualifications

Essential

  • GCSE Maths and English at C or above or equivalent new system grading.

Desirable

  • Association of Accounting Technicians (AAT) level 2 / NVQ2 or equivalent experience

Experience and Knowledge

Essential

  • Use of computerised systems

Desirable

  • General working knowledge of current NHS Trust financial regime

SKILLS AND ABILITY

Essential

  • Excellent communication skills - both written and Oral
  • The ability to work as part of a team in a busy office environment
  • IT skills, particularly with Microsoft Excel, Word and Outlook
  • Self motivated and able to act on own initiative
  • Able to work with a great degree of flexibility and adaptability
  • Able to work to regular tight deadlines
  • Has a friendly disposition
  • Is reliable

Desirable

  • Knowledge of Oracle Accounts Receivable, Payable and General Ledger modules
  • Knowledge of Accounts Receivable principles
  • Has a problem solving approach
  • Has a results orientated perspective
Person Specification

Education and Qualifications

Essential

  • GCSE Maths and English at C or above or equivalent new system grading.

Desirable

  • Association of Accounting Technicians (AAT) level 2 / NVQ2 or equivalent experience

Experience and Knowledge

Essential

  • Use of computerised systems

Desirable

  • General working knowledge of current NHS Trust financial regime

SKILLS AND ABILITY

Essential

  • Excellent communication skills - both written and Oral
  • The ability to work as part of a team in a busy office environment
  • IT skills, particularly with Microsoft Excel, Word and Outlook
  • Self motivated and able to act on own initiative
  • Able to work with a great degree of flexibility and adaptability
  • Able to work to regular tight deadlines
  • Has a friendly disposition
  • Is reliable

Desirable

  • Knowledge of Oracle Accounts Receivable, Payable and General Ledger modules
  • Knowledge of Accounts Receivable principles
  • Has a problem solving approach
  • Has a results orientated perspective

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.

Certificate of Sponsorship

Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).

From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).

Additional information

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.

Certificate of Sponsorship

Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).

From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).

Employer details

Employer name

Blackpool Teaching Hospitals NHS Foundation Trust

Address

Blackpool Teaching Hospitals NHSFT

Whinney Heys Road

Blackpool

FY3 8NR


Employer's website

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

Employer details

Employer name

Blackpool Teaching Hospitals NHS Foundation Trust

Address

Blackpool Teaching Hospitals NHSFT

Whinney Heys Road

Blackpool

FY3 8NR


Employer's website

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

For questions about the job, contact:

Treasury Services Accountant

Ruth Davenport

ruth.davenport@nhs.net

01253957916

Date posted

14 July 2023

Pay scheme

Agenda for change

Band

Band 2

Salary

£22,383 a year Per annum

Contract

Fixed term

Duration

12 months

Working pattern

Full-time

Reference number

382-COR90-23

Job locations

Blackpool Teaching Hospitals NHSFT

Whinney Heys Road

Blackpool

FY3 8NR


Supporting documents

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