Job Description

Job Purpose

To provide accurate and efficient administration of patient accounts and client records, ensuring financial transactions, documentation, and data management processes are completed in line with organisational policies and data protection regulations.

Key Duties & Responsibilities

• Manage and maintain patient accounts, including invoicing, payments, and account reconciliation.

• Process billing information accurately and in a timely manner.

• Liaise with patients, clients, and relevant departments regarding account queries and payment arrangements.

• Maintain accurate and up-to-date client records in electronic and/or paper-based systems.

• Ensure compliance with data protection and confidentiality policies when handling sensitive information.

• Monitor outstanding balances and follow up on overdue accounts where appropriate.

• Support month-end financial processes and reporting requirements.

• Update and verify patient demographic and insurance details.

• File, scan, and securely store documentation in accordance with organisational procedures.

• Provide general administrative support to the finance or clinical administration team as required.

Essential Criteria

• Previous experience in an administrative, finance, or accounts-related role.

• Experience handling confidential information with discretion.

• Strong numerical and data entry accuracy skills.

• Proficient in Microsoft Office (particularly Excel and Outlook).

• Good organisational skills and attention to detail.

• Ability to communicate clearly and professionally with patients and colleagues.

• Ability to work independently and as part of a team.

• Understanding of basic financial processes (invoicing, reconciliation, payments).