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Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 1
Date: September 2013
Job Title : Team Leader - Medical Booking & Scheduling Team
.
Department : Medicine & Health of Older People
Location : North Shore Hospital
Reporting To : Operations Manager
Direct Reports :
Medical Booking & Scheduling Clerks
Key Relationships : Internal
• Operations Managers - Medicine
• Medical Staff – Medicine
• Senior Nurses – Medicine
• Outpatients Nursing and Clerical Staff
• Clinical Records
• Information Technology Department
• Cultural Support Units (Maori, Pacific & Asian)
• Quality Lead
• Electives Lead
• Health Intelligence Group
External
• Patients and families/whanau
• GP’s
Operational Scope • Develops and maintains efficient patient focused
systems and processes that deliver a high quality
service.
• Ensures the values of the organization are reflected in
the design of these systems and processes.
Key Purpose The Team Leader is responsible for leading and managing the
medical booking & scheduling teams for all specialties to
provide a patient focused service for all patients requiring an
outpatient appointment. The team leader will work closely
with key stakeholders to ensure referrals are managed and
patients are seen within specified timeframes and all relevant
targets and indicators are achieved.
Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 2
ACCOUNTABILITIES EXPECTED OUTCOMES
Leadership of the Team • Provides leadership, coaching and development for all
members of their team.
• Acts as a role model of the Waitemata DHB values and
leadership behaviours.
• Sets, negotiates and agrees individual goals and
objectives with their team members to achieve the
required outcomes.
• Communicates these goals to their team, clearly linking
them to the strategic direction of Waitemata DHB vision
and values.
• Empowers all staff to work within set boundaries and
delegates to direct reports where appropriate.
• Encourages all staff to be accountable for their decisions
and provide guidance on complex issues.
• Provides practical assistance and shares technical
knowledge relating to all relevant hospital information
systems – including iPMS and Concerto
Recruitment & Leave Management
• Undertakes recruitment and selection of all new staff
within Waitemata DHB policy and guidelines.
• Ensures all new staff complete a comprehensive
orientation process and have a high level of
understanding of their role
• Ensures all staff are conversant with all relevant WDHB
policies and processes.
• Ensures there is a comprehensive desk file for all roles
to enable effective leave cover and/or new staff
member taking on specific portfolio
• Ensures all staff take leave on a regular basis – annual
entitlement each year
• Ensures all planned leave is covered (as required) to
ensure service continuity
• Ensures that all leave is managed in accordance with
WDHB policy and liaises with Clerical Bureau as
necessary to cover leave
• Ensures timesheets are completed accurately and
according to WDHB guidelines.
Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 3
ACCOUNTABILITIES EXPECTED OUTCOMES
Human Resource Management • Undertakes annual performance reviews for all staff
• Addresses performance issues in a timely and
appropriate manner with the support of Human
Resources and Operations Manager.
• Measures and manages the performance of all team
members against agreed benchmarks for both
productivity and customer service
• Coaches team members to achieve a high standard of
performance.
• Addresses issues and conflict in a timely and appropriate
manner with support from Human Resources
• Ensures the provision of a healthy and safe working
environment and ensures health and safety processes
are adhered to within the service.
• Provides ongoing coaching and support to build a high
performing team with a focus on continuous
improvement.
• Works collaboratively with the services to provide a high
quality service that meets the needs of the patients
Operational Efficiency • Maintains an operational structure that allows the team
to achieve performance targets as efficiently as possible
with a view to reducing wastage and duplication
• Monitors productivity and performance measures using
management information, informal feedback and
observations and take action to address performance
gaps against these targets
• Reviews ongoing process to enhance service delivery
from the team
• Provides expert advice and support at a super user level
for iPMS and other relevant hospital information
systems.
.
Healthcare Improvement • Ensures and demonstrates a commitment to continuous
healthcare improvement by identifying, developing, and
disseminating new initiatives and ideas which support
WDHB organisational strategy
Quality & Risk Management • Leads and advocates quality to the team and develops
and maintains a continuous quality improvement
approach for the service.
• Focuses on processes which support patients to attend
appointments and thereby reduce Did Not Attend rates
• Identifies when patients are at risk of breaching specified
waiting time indicators and discusses resolution
strategies with the appropriate operations manager as
required.
Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 4
ACCOUNTABILITIES EXPECTED OUTCOMES
• Ensure that medical bookings teams comply with all Data
Quality requirements.
• Ensures key functions within the department are covered
and have processes in place to identify when
performance is at risk of going off track
• Follows the service’s quality plan by working to meet
developed objectives.
• Investigates and responds to complaints proactively,
establishing corrective systems where required. All
complaints are treated as opportunities for improvement.
• Maintains an overview of administration equipment,
including faxes, photocopiers, printers, label printers,
computers, telephones and pagers to ensure equipment
is maintained and replaced as necessary.
Customer Service • The team and staff philosophy is customer focused and
reflects the values of Waitemata DHB.
• Staff demonstrate good interpersonal relationships in
coordination of care with staff, patients and their families
• Good relationships are evident with other departments
and support staff
• Works closely with staff, and maintains open
communication with the
• Makes use of internal and external service delivery
feedback and implements improvement action plans.
Statutory Requirements • Ensures that the service meets all statutory, regulatory
and contractual obligations and complies with all WDHB
policies and procedures including occupational health and
safety and human resource policies.
• Direct reports operate within appropriate authorisation
and delegations according to WDHB policy.
Compliance with Health and Safety
Requirements
• Responsibility is understood for Workplace Health and
Safety under the Health and Safety in Employment Act
1992.
• Company health and safety policies are read and
understood and relevant procedures applied to
responsibility centre
• Workplace hazards are identified and reported, including
self management of hazards where appropriate
• A health and safety plan is implemented and managed in
all wards and a health and safety representative for the
team is appointed and trained.
Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 5
BEHAVIOURAL COMPETENCIES
Adheres to Waitemata District Health Board’s five organisational values of:
Every single person matters, whether a patient / client, family member
or a staff member
We see our work in health as a vocation and more than a job, We are
aware of the suffering of these entrusted to our care. We are driven by a
desire to relieve that suffering. This philosophy drives our caring
approach and means we will strive to do everything we can to relieve
suffering and promote wellness.
We need to be connected with our community. We need to be
connected within our organisation – across disciplines and teams. This is
to ensure care is seamless and integrated to achieve the best possible
health outcomes for our patients/clients and their families.
We seek continuous improvement in everything we do. We will become
the national leader in health care delivery.
COMPETENCIES
BEHAVIOUR DEMONSTRATED
Communicates and Works Co-
operatively
• Actively looks for ways to collaborate with and assist others to
improve the experience of the healthcare workforce, patients & their
families and the community
Is Committed to Learning • Proactively follows up development needs and learning opportunities
for oneself and direct reports
Is Transparent • Communicates openly and engages widely across the organisation
• Enacts agreed decisions with integrity and in line with the values
Is Customer Focused • Responds to peoples needs appropriately and with effective results
• Identifies opportunities for innovation and improvement
Works in Partnership to
Reduce Inequality in
Outcomes
Works in a way that:
• Demonstrates awareness of partnership obligations under the Treaty
of Waitangi.
• Shows sensitivity to cultural complexity in the workforce and patient
population.
• Ensures service provision that does not vary because of people’s
personal characteristics.
Improving health • Work practices show a concern for the promotion of health and well-
being for self and others.
Prevent Harm • Follows policies and guidelines designed to prevent harm.
• Acts to ensure the safety of themselves and others.
Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 6
VERIFICATION:
Team Leader: _________________________________
Manager: _________________________________
Date: _________________________________
Team Leader - Medical Booking &
Scheduling Team Position Description
Waitemata Health – Medicine & Health of Older People – Outpatient Scheduling Team Leader Page 7
PERSON SPECIFICATION
POSITION TITLE: Elective Services and Bookings Team Leader
Minimum
Preferred
Qualification
• Qualification in business or
other related field
• Graduate qualification in
business or other related field
Experience & Professional
Knowledge
• 5+ years proven management
experience of medium sized
team(s)
• Relevant information systems
skills (MS Word, Excel, and
PowerPoint).
• Experience as a clinic co
ordinator/scheduler in a
busy/acute hospital setting
• Comprehensive knowledge of
Patient Management systems
• Logistics experience
Skills/Knowledge/Behaviour • Strong interpersonal and
communication skills
• Demonstrated team player
• Understanding of cultural
sensitivity and the Treaty of
Waitangi
• Self motivated
• Independent thinker,
optimistic and enthusiastic
• A passion for and
commitment to making a
difference for patients
• Conflict management skills
• A personal commitment to the
process of learning
• Proven ability to motivate
staff and positively influence
culture and change