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Referral clerk

South Shields
Marsden Road Health Centre
Clerk
Posted: 12 February
Offer description

Job summary

As a Referral Clerk, you will provide comprehensive support to clinicians and the wider practice team. This varied and rewarding role includes speaking with patients both facetoface and over the telephone, processing referrals, handling queries, preparing correspondence, and completing a range of essential administrative tasks.

Your contribution will play an important part in delivering highquality care and ensuring a positive patient experience.

* Provide efficient and accurate support to GPs and other clinical teams.
* Manage patient referrals and associated documentation.
* Handle patient enquiries professionally, both in person and by telephone.
* Type letters, process reports, and maintain accurate records.
* Support wider administrative tasks to ensure the smooth operation of the practice.

We are seeking someone who is

* Organised, reliable, and able to manage competing priorities.
* Skilled in both verbal and written communication.
* Confident interacting with patients in a compassionate and professional manner.
* Able to work collaboratively as part of a supportive team.
* Has a typing qualification.


Main duties of the job

You will provide high quality support to the wider practice. Your duties will include, but are not limited to

* Typing letters and documentation
* Handling patient queries professionally by telephone, email, and facetoface
* Processing patient referral letters and ensuring accurate recordkeeping
* Attending meetings and producing accurate minutes
* Supporting patient online access processes

If you have not heard from us within 10 working days of the closing date, please assume you have not been selected for interview.


About us

Marsden Medical Group is a large, forward thinking practice caring for over 22,500 patients across two sites, many of whom have been with us across generations. Our clinical team includes Partners, Salaried GPs, Nurses, HCAs, SNAs, NAs, Registrars, F2 GPs, and a wide range of ARRS professionals, all working together to deliver high quality, patient centred care.

We are proud to be a teaching, training, and research practice, committed to developing the next generation of clinicians and continually improving the services we offer.

Our clinical teams are supported by a well established management and administrative department of more than 40 skilled staff, each contributing to the smooth and efficient running of the practice. We foster a friendly and collaborative working culture, with staff coming together daily in our shared staff room to connect, share ideas, and support one another.


Details


Date posted

11 February 2026


Pay scheme

Agenda for change


Band

Band 2


Salary

£24,465 a year Pro rata to WTE (37.5hrs per week) Agenda for Change band 2


Contract

Permanent


Working pattern

Part-time


Reference number

A


Job locations

Wawn Street Surgery

Wawn Street

South Shields

Tyne And Wear

NE33 4DX


Job description


Job responsibilities

MARSDEN MEDICAL GROUP

JOB DESCRIPTION REFERRAL CLERK

AFC Band 2

Purpose of the Post

To provide a comprehensive secretarial service to all GP's in the practice ensuring that the secretarial function is organised and performed to the high standards of accuracy and efficiency to the best interest of the Partners. Supporting the Group Practice Manager and Management Team in the many tasks/functions that enable the practice to develop and maintain standards. Plan and prioritise tasks working effectively to achieve and maintain a high standard of patient care.

The Post holder will show respect and regard to confidentiality of patient information at all times.

In addition to this, it is essential that:

Enquiries from patients are efficiently and courteously handled.

Distribution of documents is undertaken efficiently and promptl

Dimensions

Marsden Medical Group operates from two purpose-built buildings Marsden Road Health Centre and Wawn Street Surgery serving over 22500 patients. There are currently 8 Partners, 11 Salaried GPs We are a training practice with Doctors in Training and Medical Students, 15 nurses, with an admin support staff of 28

Prime Responsibilities

Typing of highly confidential and sensitive material as instructed by the Partners.

Typing and processing a wide range of letters requested by GPs and staff including hospital referrals, via choose and book, and reports to outside agencies.

To maintain appropriate files and records.

To act as Liaison person between patients, partners and hospitals in the early resolution of problems/queries which might arise in connection with the arrangement of hospital appointments,referrals,results,reports

Information given to patients regarding consultations at private hospitals.

Dealing with patient tasks from GP's and staff.

Urgent results given to GPs' via tasks and appointment screen.

Organising TOP appointment. informing patient, typing and faxing letter and form A to consultant.

Recording requests for insurance/medical report in patients record and complete using template.

Completing, photocopying and posting insurance/DWP forms.

Opening post, stamping and distributing to appropriate staff.

To be competent in the use of all office equipment including the Winscribe transcription system.

Maintenance of stock.

Knowledge Skills, Training and Experience

Theoretical and practical knowledge

Typing Qualifications at least RSA 2

General Computer skills

Medical Terminology

Pleasant, helpful and effective telephone manner

Competence in written and spoken English

Professional or Specialist Knowledge

Knowledge of EMIS clinical system

Knowledge of Word Processing and Spread Sheets

Experience in the use of and structure of SNOMED codes

Analytical

You may be required to make judgements based on facts and situations some of which may require analysis.

Resolving issues relating to hospital appointments

Exercise judgment when dealing with patient enquiries

Analyse and resolve patient problems

Planning and Organisational

Some tasks may require a certain amount of planning and organisation and are ongoing but will be supported by protocols and procedures. However, you may be required to use some initiative when

Planning and prioritising own workload.

Communication and Relationship Skills

You will be expected to provide and receive routine information which may require a certain amount of tact or persuasive skills. For example, chasing up hospital appointments and given out appropriate information to patients regarding these. You will come into contact with many patients with problems ie elderly, hard of hearing, mentally ill and you will be expected to deal with each patient with sensitivity, tact and understanding.

WORKING RELATIONSHIPS

General Practitioners

Group Practice Manager

Management Team and Senior Support

Other members of reception,admin,secretarial team

Members of Practice,Community nursing team

Other members of the Primary Health Care Team

Patients

Other agencies, hospital staff, CPNS, laboratory staff, ICB staff, as necessary

Key Result Areas

Patient Care

You will be expected to provide general nonclinical advice, information, guidance directly to patients, relatives or carers working within practice policy and procedures. This will be done either face to face or telephone.

Provide nonclinical advice to patients

Taking and relaying messages

Advice to patients regarding hospital appointments

Policy and Service Development

There are policies and procedures covering all aspects of your job, you are expected to follow these effectively and efficiently taking on board any changes as they are reviewed by your Group Practice Manager and or Management Team.

Follow policies in own role

Follow Health and Safety Policies

Policies regarding referrals ie Fast track referrals/ choose and book

Financial and Physical Resources:

This post has a degree of responsibility as below

Responsible for safe use of equipment

Entering data through the clinical system

Ensuring there is adequate stationery stock

Human Resources

Demonstrate own activities to new or less experienced employees

Demonstrate activities to new starters

Information Resources

This post involves data entry onto the clinical system and word processing. This should be done accurately and with care following the practice procedures at all times.

Entering data through the choose & book system

Read coding of referrals

Responsible for transcribing referrals and forms

Use of email and internet

Research and Development:

None in this post

Freedom to Act

This post is guided by standard operating procedures with someone generally available for reference. However, it is anticipated that the work will be managed rather than supervised and use of own judgement is essential when maintaining the role.

Physical

A combination of sitting, walking and frequent requirement for sitting in a restricted position for long periods of time. This post entails a lot of computer work it is essential therefore that you possess good keyboard skills.

Mental

Frequent amounts of concentration is required where the work pattern is predictable. Concentration is required when typing referrals from transcribers a certain amount of concentration will be required when dealing with patient queries to understand what the problem or query is and how this can be resolved. There may be frequent interruptions.

Emotional

Occasional exposure to distressing or emotional circumstances when typing referrals of a distressing nature or typing a complicated medical document.

Working Conditions

Good working conditions, there is a staff room and kitchen where staff have their breaks. Workstations are adequate and clean. However, there may be occasional exposure to unpleasant conditions

Continuous VDU use.

The above job description is not exhaustive and is subject to variation in the light of subsequent experience and change in circumstances,

Job description


Job responsibilities

MARSDEN MEDICAL GROUP

JOB DESCRIPTION REFERRAL CLERK

AFC Band 2

Purpose of the Post

To provide a comprehensive secretarial service to all GP's in the practice ensuring that the secretarial function is organised and performed to the high standards of accuracy and efficiency to the best interest of the Partners. Supporting the Group Practice Manager and Management Team in the many tasks/functions that enable the practice to develop and maintain standards. Plan and prioritise tasks working effectively to achieve and maintain a high standard of patient care.

The Post holder will show respect and regard to confidentiality of patient information at all times.

In addition to this, it is essential that:

Enquiries from patients are efficiently and courteously handled.

Distribution of documents is undertaken efficiently and promptl

Dimensions

Marsden Medical Group operates from two purpose-built buildings Marsden Road Health Centre and Wawn Street Surgery serving over 22500 patients. There are currently 8 Partners, 11 Salaried GPs We are a training practice with Doctors in Training and Medical Students, 15 nurses, with an admin support staff of 28

Prime Responsibilities

Typing of highly confidential and sensitive material as instructed by the Partners.

Typing and processing a wide range of letters requested by GPs and staff including hospital referrals, via choose and book, and reports to outside agencies.

To maintain appropriate files and records.

To act as Liaison person between patients, partners and hospitals in the early resolution of problems/queries which might arise in connection with the arrangement of hospital appointments,referrals,results,reports

Information given to patients regarding consultations at private hospitals.

Dealing with patient tasks from GP's and staff.

Urgent results given to GPs' via tasks and appointment screen.

Organising TOP appointment. informing patient, typing and faxing letter and form A to consultant.

Recording requests for insurance/medical report in patients record and complete using template.

Completing, photocopying and posting insurance/DWP forms.

Opening post, stamping and distributing to appropriate staff.

To be competent in the use of all office equipment including the Winscribe transcription system.

Maintenance of stock.

Knowledge Skills, Training and Experience

Theoretical and practical knowledge

Typing Qualifications at least RSA 2

General Computer skills

Medical Terminology

Pleasant, helpful and effective telephone manner

Competence in written and spoken English

Professional or Specialist Knowledge

Knowledge of EMIS clinical system

Knowledge of Word Processing and Spread Sheets

Experience in the use of and structure of SNOMED codes

Analytical

You may be required to make judgements based on facts and situations some of which may require analysis.

Resolving issues relating to hospital appointments

Exercise judgment when dealing with patient enquiries

Analyse and resolve patient problems

Planning and Organisational

Some tasks may require a certain amount of planning and organisation and are ongoing but will be supported by protocols and procedures. However, you may be required to use some initiative when

Planning and prioritising own workload.

Communication and Relationship Skills

You will be expected to provide and receive routine information which may require a certain amount of tact or persuasive skills. For example, chasing up hospital appointments and given out appropriate information to patients regarding these. You will come into contact with many patients with problems ie elderly, hard of hearing, mentally ill and you will be expected to deal with each patient with sensitivity, tact and understanding.

WORKING RELATIONSHIPS

General Practitioners

Group Practice Manager

Management Team and Senior Support

Other members of reception,admin,secretarial team

Members of Practice,Community nursing team

Other members of the Primary Health Care Team

Patients

Other agencies, hospital staff, CPNS, laboratory staff, ICB staff, as necessary

Key Result Areas

Patient Care

You will be expected to provide general nonclinical advice, information, guidance directly to patients, relatives or carers working within practice policy and procedures. This will be done either face to face or telephone.

Provide nonclinical advice to patients

Taking and relaying messages

Advice to patients regarding hospital appointments

Policy and Service Development

There are policies and procedures covering all aspects of your job, you are expected to follow these effectively and efficiently taking on board any changes as they are reviewed by your Group Practice Manager and or Management Team.

Follow policies in own role

Follow Health and Safety Policies

Policies regarding referrals ie Fast track referrals/ choose and book

Financial and Physical Resources:

This post has a degree of responsibility as below

Responsible for safe use of equipment

Entering data through the clinical system

Ensuring there is adequate stationery stock

Human Resources

Demonstrate own activities to new or less experienced employees

Demonstrate activities to new starters

Information Resources

This post involves data entry onto the clinical system and word processing. This should be done accurately and with care following the practice procedures at all times.

Entering data through the choose & book system

Read coding of referrals

Responsible for transcribing referrals and forms

Use of email and internet

Research and Development:

None in this post

Freedom to Act

This post is guided by standard operating procedures with someone generally available for reference. However, it is anticipated that the work will be managed rather than supervised and use of own judgement is essential when maintaining the role.

Physical

A combination of sitting, walking and frequent requirement for sitting in a restricted position for long periods of time. This post entails a lot of computer work it is essential therefore that you possess good keyboard skills.

Mental

Frequent amounts of concentration is required where the work pattern is predictable. Concentration is required when typing referrals from transcribers a certain amount of concentration will be required when dealing with patient queries to understand what the problem or query is and how this can be resolved. There may be frequent interruptions.

Emotional

Occasional exposure to distressing or emotional circumstances when typing referrals of a distressing nature or typing a complicated medical document.

Working Conditions

Good working conditions, there is a staff room and kitchen where staff have their breaks. Workstations are adequate and clean. However, there may be occasional exposure to unpleasant conditions

Continuous VDU use.

The above job description is not exhaustive and is subject to variation in the light of subsequent experience and change in circumstances,


Person Specification


Qualifications


Essential

* Grade c or above equivalent in English
* Typing qualification/administration qualification


Experience


Essential

* Customer service
* worked in office environment/administration which had a main focus on typing.


Desirable

* Worked in NHS non clinical role (office based)
Person Specification


Qualifications


Essential

* Grade c or above equivalent in English
* Typing qualification/administration qualification


Experience


Essential

* Customer service
* worked in office environment/administration which had a main focus on typing.


Desirable

* Worked in NHS non clinical role (office based)


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

Marsden Road Health Centre


Address

Wawn Street Surgery

Wawn Street

South Shields

Tyne And Wear

NE33 4DX


Employer's website

(Opens in a new tab)


Employer details


Employer name

Marsden Road Health Centre


Address

Wawn Street Surgery

Wawn Street

South Shields

Tyne And Wear

NE33 4DX


Employer's website

(Opens in a new tab)

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