Swydd-ddisgrifiad a phrif gyfrifoldebau manwl

MAIN OFFICE/PRE-FILE AREA

·         Action all telephone calls/written/emailed requests for case notes promptly using a high standard of attention to detail, recording a detailed account and outcome of each request/call, retrieve and pack notes and trace electronically to the appropriate department.

• Ensure that all notes are available for clinics daily and ensure Prepping Teams are informed in advance of appointments of any notes that cannot be found.

·         Unpack all deliveries of case notes / loose sheets, pre-sort into appropriate filing areas, and then file into main store, tracing each case note onto iPM at every stage of the process.

·         Distribute all incoming external and internal mail deliveries to appropriate office areas within the CRL.

ARCHIVE AREA

·         Regularly reviewing storage capacity within the main store and archive area and planning for future growth to accommodate deceased and culled records. This entails moving boxes and hospital records in large quantities within a tight timeframe.

·         Filing of all REI records, boxing up Deceased and A&E records.

·         Ensuring all patient record requests from Crown are dealt with efficiently and spreadsheets are kept updated.

·         Responsible for the retention and destruction of all patient health records ensuring all guidelines are followed as per the Records Management code of practice 2021.

·         Scanning the main store as and when required to identify misfiles and growth.

·         Preparing and sorting Service Personnel records ready for destruction.

GENERIC TASKS ACROSS ALL MAIN OFFICE/PREFILE & ARCHIVE AREAS

·         Assist the CRL Supervisors in acting as a point of contact for Clinicians and other Staff groups, providing advice and support on all Health Records issues.

·         Generate electronic pulling lists for patients via the Corporate Services function on Trustnet and utilise those lists to locate and pull case notes from the main store and Archive area. 

• To undertake comprehensive searches and take all necessary actions and exhaust all avenues to ensure the completeness of clinics.

• To use personal judgement and initiative when analysing the facts that are required to locate a patient’s record, such as looking for a mis-file or determining when a temporary folder should be created. 

·         Utilise the CRL electronic emailing system to action and close electronic requests from a variety of hospitals, departments’, and other areas.

• Ensure that all notes are in a good secure condition with year stickers, carry out basic repairs on badly damaged case-notes, or pass to Filing Coordinator for attention.

• Maintain tidy filing bays by moving case notes as and when necessary, in particular when dealing with excessively large case notes are returned to file.

• Maintain library storage in terminal digit order, including realigning, accurate filing and adhering to the Records Management Code of Practice 2021.

• Work within agreed standards and benchmarks with the ability to demonstrate initiative and flexibility to achieve good practice.

·         Monitor and report on personal workload statistics in readiness for analysis by the CRL Manager.

·         Participate in audits, questionnaires and surveys relating to evaluation of services.

·         Deal with queries from clinical and other Trust staff and have the initiative to know when help from a more senior staff member is required.

• There is a frequent requirement to concentrate when working to predetermined schedules, whilst having the ability to respond to ad-hoc interruptions and urgent queries throughout the shift.

·         During out of hour’s periods, action incoming telephone requests for urgent case notes.

·         Cover other CRL staff duties as and when required.

• Be available to work a Bank Holiday on a rota basis.

·         To assist new members of staff, demonstrating duties, sharing knowledge and experience, with ongoing help and support if required.

·         Undertake any other duties commensurate with the grade of post in agreement with the department manager.

• Maintain the status of a closed Medical Records library by ensuring identification of visitors to the department is checked at all times.

• All staff working evenings/weekends/bank holidays are required to secure all entrances/exits of the building and to set the alarm at the end of their shift, in accordance with the instructions displayed in the lobby area.

• All staff should familiarize themselves with the process to follow to deactivate the alarm at the beginning of their shift and complete this when necessary.

·         Participate and comment in discussions relating to departmental procedures and policy development supporting service change. 

• Frequently liaise with higher disciplines of staff when requesting or searching for case notes, with sufficient influence to ensure their support in locating and sending the relevant documents.

·         To be familiar with and adhere to the Health and Safety Policy and other Trust policies and procedures.

·         To support and enhance the continual quality initiative ensuring a “quality first” approach to all aspects of work.