Instructions: This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.
Skills Level 1 | Rating Stars (Click) | 1 | 2 | 3 | 4 | ||
Greets Patients in person and puts them at ease |
![]() |
||||||
Welcomes visitors to the Practice |
![]() |
||||||
Answers incoming calls and contacts Patients and other agencies by phone as required |
![]() |
||||||
Assists Patients on the phone and in person |
![]() |
||||||
Maintains records of appointments, including making and changing appointments as required |
![]() |
||||||
Uses email, SMS text messages (and fax) effectively to communicate with Patients and other agencies |
![]() |
||||||
Keeps the reception and waiting areas clean and tidy, including keeping all Patient notices up to date and making sure there is a supply of hand sanitiser |
![]() |
||||||
Works with the Practice clinical system and other information recording systems and computer systems in maintaining Patient records |
![]() |
||||||
Handles payments to the Practice by agreed methods |
![]() |
||||||
Keeps records of financial transactions required by the Practice |
![]() |
||||||
Cleans and maintains medical equipment provided to Patients in line with current standards and procedures, e.g. 24-hour BP monitor |
![]() |
||||||
Completes insurance forms and other types of Patient plan forms |
![]() |
||||||
Works with Patients who are applying for credit facilities, where these are available for any private services |
![]() |
||||||
Reports any significant events, including ‘near misses’ to the Manage |
![]() |
||||||
Practices the highest standards of confidentiality when dealing with all aspects of Patient information |
![]() |
||||||
Effectively deals with and tries to resolve Patient complaints in the first instance and escalates them to the Manager to improve service |
![]() |
||||||
Uses all Practice equipment (IT and medical equipment) in accordance with published instructions and guidelines |
![]() |
||||||
Reports to the Manager any faults or safety concerns about equipment or the premises |
![]() |
||||||
Opens and distributes Practice post |
![]() |
||||||
Receives and deals with requests for home visits |
![]() |
||||||
Arranges Patient transport as necessary |
![]() |
||||||
Deals with repeat prescription requests |
![]() |
||||||
Assists new Patients when registering at the Practice and processes the paperwork |
![]() |
||||||
Deals with all incoming and outgoing paper Patient medical records |
![]() |
||||||
Completes all Patient information in electronic and/or paper records |
![]() |
||||||
Maintains Patient electronic medical records, accessing information when required |
![]() |
||||||
Daily preparation of Doctors rooms and other clinics |
![]() |
||||||
Ensures Doctors rooms are stocked with the necessary paperwork and forms to enable their surgeries to proceed without interruption |
![]() |
||||||
Maintains adequate security measures, ensuring all clinic rooms are locked when not in use |
![]() |
||||||
Liaises with attached staff, including Health Visitors, District Nurses, Midwives, Counsellors etc, as required |
![]() |
||||||
Supports the Health and Safety of all staff, Patients and visitors |
![]() |
||||||
Keeps to the dress code required by the Practice, both in terms of any uniform and personal appearance and hygiene |
![]() |
||||||
Ensure that Patient’s rights are protected |
![]() |
||||||
Skills Level 2 | Rating Stars (Click) | 1 | 2 | 3 | 4 | ||
Takes on the role of Senior Receptionist or Reception Team Leader |
![]() |
||||||
Supports the training of new Receptionists |
![]() |
||||||
Acts as mentor or ‘buddy’ for new Receptionists |
![]() |
||||||
Participates in the maintenance of the Practice Complaints System to resolve complaints and improve the service |
![]() |
||||||
Supports and encourages other members of the Reception team in their development |
![]() |
||||||
Co-operates in the maintenance of the staffing roster to provide adequate levels of staffing within the Practice |
![]() |
||||||
Co-operates and works with colleagues to ensure a seamless journey for Patients through different aspects of their care |
![]() |
||||||
Co-operates in the effective resolution of any team conflicts |
![]() |
||||||
Participates in chaperoning when required (must be trained and have an Enhanced DBS check) |
![]() |
||||||
Reports all significant events, including ‘near misses’ for inclusion in the Practice Risk Register |
![]() |
||||||
Manages the Patient call and recall systems for QOF and other services such as cancer screening and immunisation invites |
![]() |
||||||
Manages the Patient registrations and deductions processes |
![]() |
||||||
Liaises with secondary care providers as necessary |
![]() |
||||||
Skills Level 3 | Rating Stars (Click) | 1 | 2 | 3 | 4 | ||
Takes on the role of Reception Supervisor or Reception Manager |
![]() |
||||||
Line manages all medical reception staff, including the completion of all Receptionist appraisals and development plans |
![]() |
||||||
Develops and maintains effective working relationships with all other employees and contractors at the Practice |
![]() |
||||||
Supports and upholds an open, positive and honest working culture |
![]() |
||||||
Supports and encourages other members of the Practice team |
![]() |
||||||
Manages periods of absence and requests for leave in the Reception Team |
![]() |
||||||
Participates in regular reviews of personal development plans and remuneration |
![]() |
||||||
Manages and maintains a staffing roster to provide adequate levels of care within the Practice |
![]() |
||||||
Assists management with maintaining compliance with agreed standards, e.g. Health and Safety, IPC |
![]() |
||||||
Promotes and implements all of the Practice policies and procedures |
![]() |
||||||
Manages the effective resolution of team conflicts |
![]() |
||||||
Attends Practice meetings, and may be asked to lead meetings when required |
![]() |
||||||
Participates in developing the philosophy, goals and objectives for Patient health care provided by the Prac |
![]() |
||||||
Participates in audits to develop the effectiveness of Patient care |
![]() |
||||||
Informs the Practice Manager of any reported or suspected failings in the provision of care within the Practice and suggests possible solutions |
![]() |
||||||
Promotes and participates in a high standard of care within the Practice |
![]() |
||||||
Monitors and reports on Patient DNA reports |
![]() |
||||||
Manages any significant events, including ‘near misses’, which affect the Reception Team |
![]() |