Finance Assistant Sales Ledger Invoicing & Credit Control

Job summary We are looking for someone with excellent numerical and customer service skills to join our small and friendly finance sales ledger team to do sales invoicing and provide some cover for credit control.The primary task will be sales ledger invoicing.
The billing process can be complex so attention to detail and a high level of accuracy, along with the ability to manage a busy workload and meet deadlines are essential.Another significant part of the role will be dealing with patient queries, by telephone and by email, so excellent communication skills with a high level of empathy and appreciation of patient confidentiality are essential.Tasks will also include providing cover for credit control and processing card payments.A good level of computer literacy is required, although full training will be given, as the work will involve using a number of systems, including the patient database, Microsoft Office programs including Excel and Outlook, and filing of electronic documents in the companys shared files.The role will be on a work from home basis, with occasional travel to our hospital sites and head office at Margate, Ashford, Canterbury and Betteshanger.Interview Date: 17th December 2024 Main duties of the job Issuing sales invoices for inpatient andoutpatient appointments.
Ensuring that invoices are billed in line with thecorrect contract and collecting and recording the relevant treatment elementsand costs.
Assist with credit control including the timely processing ofcustomer receipts, with any related patient queries dealt with efficiently andwith empathy.
Supporting the Finance Team Leader and ensuring that monthendtimetables are adhered to.
About us Spencer Private Hospitals recognise and value all of their staff and are committed to developing a well-trained and flexible workforce.Staff wellbeing is a priority for the organisation with some perks of employment being - Free on-site staff carparking Staff discount for treatments Enrolment into a staff pension scheme Investment in staff training Annual salary increment Additional benefits available in line with our NHS colleagues Local retail discountsWe are also fortunate enough to be based in East Kent, arguably one of the most beautiful parts of the UK, often boasting the best weather due to our close proximity to Western Europe and is aptly know by the missive `the Garden of England.
We are a short hop across the channel to France with the added bonus of fast rail connections to Europe, London and surrounding areas.
The availability of high-quality schools which support grammar school education as well as academy and private schools are all available within the locality.Our CQC report has a rating of Good and we are now on an improvement trajectory to Outstanding.Spencer Private Hospitals is an equal opportunity employer.
This position is subject to a Disclosure and Barring check.
Job description Job responsibilities SPENCER PRIVATE HOSPITALS Job Description JobTitle: FinanceAssistant Sales Ledger Invoicing and Credit Control Department: Finance Responsible to: FinanceTeam Leader Accountable to: FinanceManager JOB PURPOSE Issuing sales invoices for inpatient andoutpatient appointments.
Ensuring that invoices are billed in line with thecorrect contract and collecting and recording the relevant treatment elementsand costs.
Assist with credit control including the timely processing ofcustomer receipts, with any related patient queries dealt with efficiently andwith empathy.
Supporting the Finance Team Leader and ensuring that monthendtimetables are adhered to.
KEY RELATIONSHIPS FinanceTeam Leader DeputyFinance Team Leader FinanceSales Ledger team Administrationteams Outpatientnursing team Wardclerk and Matrons Assistants External:Patients External:Consultants KEY RESPONSIBILITIESBilling of outpatient appointments, ensuring that sales pricing is aligned to the correct contract, that charges are complete and correct and that related provider fees are recordedBilling of inpatient appointments, ensuring that sales pricing is aligned to the correct contract, that charges are complete and correct and that related provider and Trust fees are recordedLiaising with colleagues across the organisation and parent entity to ensure that relevant information is received in a timely manner to enable billingAssist with the preparation of monthly consultant room fee invoicesBilling of pre-assessment appointments, ensuring that sales pricing is aligned to the correct contract and that charges are complete and correctRespond to customer queries by telephone and email, resolving issues efficiently and with empathy and discretionMaintenance of patient notes on system (recording all enquiries)Taking customer payment details by telephone, processing and receipting where required Assistwith the sending of completed invoices to the relevant insurers or customers asrequested via the necessary channels HealthcodeAssist with the monitoring of advance payments due, and collection of inpatient payments at least three days prior to admissionAssist with the completion and reconciliation of daily cash sheetsPreparing refund requests, ensuring relevant approvals received prior to processing and raising Compucare Sales Ledger Refund documentsCarry out all necessary departmental filingEnsure that all tasks are completed in line with the month end close timetableContribute to the development and improvements for the finance department Financial Tocontinue to review and create efficiencies, improving our relationships withour partners across the business Quality Tomaintain high standards ensuring high stakeholder satisfaction Equal Opportunities It is the aim of the hospital to ensure that no jobapplicant or employee receives less favourable treatment on the grounds of age,sex, race, colour, nationality or ethnic or national origins, or is not placedat a disadvantage by conditions or requirements which cannot be shown to bejustifiable.
To this end, the hospitalhas an Equal Opportunities Policy and it is for each employee to contribute toits success.
Health & Safety All Employees must be aware of the responsibility placed onthem under the Health and Safety at Work Act (1974), to ensure that the agreedsafety procedures are carried out to maintain a safe environment for employeesand visitors.
Individual employeesshould also refer to specific health and safety requirements within their ownjob descriptions.
Data Protection If required to do so, to obtain, process and/or useinformation held on a computer or word-processor in a fair and lawful way.
To hold data only for the specific registeredpurpose, and not to use or disclose it in any way incompatible with suchpurpose.
To disclose data only toauthorised persons or organisations as instructed by Spencer Private Hospitals.
Customer Care It is the aim of the hospital to provide patients andclients with the best possible care and service.
In order to meet this aim all of our staffare required, at all times, to put the patient or client first and do theirutmost to meet their requests and needs courteously and efficiently.
Confidentiality To ensure that confidential information is not disclosedabout Spencer Private Hospitals (including information regarding patients andstaff) to any unauthorised member of staff, or to anyone outside the employmentof Spencer Private Hospitals.
This job description is intended toreflect, in outline, the responsibilities of the post holder, which may changeover time with corporate or local business needs of Spencer PrivateHospitals.
It will therefore be subjectto periodic review and amendment in the light of changing circumstances andfollowing consultation with the post holder.
Signed: Date: .. CORPORATE VALUES Spencer Private Hospitals has a set ofcore values which are at the heart of the vision and all that we do.
We expect our team members to demonstratethese values in all areas of their work.
BEHAVIOURS PERFORMANCE Understands the corporate objectives of Spencer Private Hospitals and consistently produces work of a high standard, taking ownership and seeing tasks through to the end.
Is motivated to do a great job and are not afraid to suggest different ways of working to help create efficiencies and improve performance.
RESPECT Treating everyone as you would want to be treated.
We believe that respect does not just build character, it reveals it.
Respect is often misunderstood, and many people expect others to show it to them, while not practicing this themselves.
At SPH, we expect staff to show and practice respect to everyone.
You do not have to like every person you come into contact with.
However, your ability to show respect and be respectful in front of, is a direct reflection on your character, not theirs.
Archie Moore INNOVATION Challenges appropriately and is prepared to raise concerns about quality, safety, and performance.
Is actively engaged with improving the experience of patients and customers, learns from their experience and seeks to continuously improve their own performance and the performance of the service.
MAXIMISE We maximise the talents, contributions and expertise of our staff.
We encourage all staff to own their SPH experience, taking an active part in supporting us to maximise their staff potential and contribution, enabling all staff to be a key part in the companys success.
EXCELLENCE Actively builds and maintains effective and respectful relationships adapting their approach where necessary.
Confidently communicates in an open accurate and straightforward way and demonstrates effective communication skills to promote the needs of our patients and customers.
Has a clear sense of their role, responsibilities, and purpose within their team.
Person Specification Skills Essential Attention to Detail Accuracy Awareness and understanding of the importance of confidentiality within the Finance Department Excellent Customer Service skills Good communication skills Able to work under pressure and meet deadlines Good computer literacy Basic Microsoft (Outlook, Word) Excel Desirable Awareness of information Governance (full training will be given) Qualifications Essential Good Numeracy Good literacy Experience Essential Experience of providing customer service Experience of working with numbers Desirable Experience of invoicing or billing Previous NHS or hospital finance team experience Previous Customer Service experience Previous experience of Credit Control environment Experience of using Compucare Personal Attributes Essential Organised/Methodical Team player Able to work Independently Motivated Flexible to the needs of the business Other Essential Travel between our hospital (Margate, Ashford, Canterbury) sites and head office (Betteshanger) site for training, meetings etc as and when required