Jane Wilson

Promotion to Deputy Practice Manager

• Responsible for all financial aspects of the business
• Cash flow management ensuring sufficient funds are available to meet daily operating expenses
• Ensured timely invoicing and payment collection, maintaining financial stability of the practice
• Produce timely financial reports as required by partners
• Facilitated successful audits through meticulous record-keeping and documentation
• Participated in interviewing, hiring and orientation of new staff
• Attend regular staff meetings and performance reviews to meet practice objectives
• Managed procurement of practice equipment, supplies and services, consistently meeting budget targets
• Maintained accounting systems for all income, expenses and allocations
• Record and reconcile monthly accounts and send digitally to the accountant
• Prepare end of year accounts
• Facilitated smooth practice operations, making arrangements for practice equipment maintenance to minimise malfunctions
• Developed and maintained practice insurance policies in liaison with insurers and professional advisers

• Promotion to Patient Services & Finance Officer
• Continuation of medical secretary role and providing support to patients through the production of referral letters and patient support
• Maintained high level of accuracy whilst processing payments for improved financial operation.
• Updated financial records regularly for streamlined operations and better decision-making
• Identified areas of cost reduction through careful analysis of expenditure patterns
• Assured compliance with regulatory standards by keeping updated with changes in financial laws
• Prepared information, forms and data to assist in seamless and efficient financial audit procedures
• Prepared accounts payable and accounts receivable transactions for processing.
• Collated payroll data ensuring staff payments were made in a timely manner, also processing and arranging payment contributions to HMRC and NHS Pensions
• Organised and carried out month-end, quarterly and year-end processes
• Generated invoices based on established accounts receivable schedules and terms.

• Improved office efficiency through accurate transcription of medical recordings
• Maintain patient referrals including linking to existing records, diagnostic reports and other related information with outstanding accuracy, ensuring referral letters were sent to appropriate department
• Demonstrated excellent multitasking skills when dealing with high-pressure situations
• Maintained patient confidentiality by strictly adhering to data protection regulations
• Facilitated efficient workflow by prioritising daily tasks effectively.
• Streamlined administrative processes, leading to reduced waiting times for patients
• Prepared medical reports accurately for better record keeping
• Became an integral part of the team through active participation in clinical and non clinical meetings
• Exhibited proficiency in using medical software, facilitating easier record management
• Provided customer service to patients, enhancing their overall experience
• Handled delicate patient queries sensitively, building rapport and trust amongst patients
• Kept abreast with latest medical terminologies, improving communication precision
• Enhanced communication between healthcare professionals and patients by handling correspondence
• Ensured accuracy in patient records with meticulous data entry skills
• Operated audio typing equipment proficiently, contributing to speed and efficiency

• Completed data entry tasks accurately, ensuring error-free records were maintained
• Coordinated meetings and appointments, ensuring effective time management
• Maintained office supplies
• Prepared reports and minutes of meetings meticulously for accurate record-keeping purposes
• Handled sensitive information discreetly, adhering strictly to confidentiality protocols at all times
• Handled correspondence, providing timely responses to all enquiries.
• Answered high-volume daily telephone and email enquiries, minimising correspondence backlogs
• Organised filing systems and maintained records and documentation in alignment with company policies and data security protocols
• Greeted and directed incoming visitors and clients

• Supervised primary age children during lunch break
• Assisted children to lunch room and supervised during this period
• Ensuring children had a safe and happy environment to play