JOB DESCRIPTION

Job Title

Department

Line manager

Clinical Services Manager (Intake and Allocation)

Clinical Operations

Head of Operations

Direct Reports

Nil

Appointment term

Permanent

Key Relationships

Internal – Clinical Service Lead, Head of Development and Governance,
Programme Leads (Psychosexual, Psychodynamic and Psychoanalytic
trainings), Clinical Admin Team and supervisors.

External – Therapy Clients, Therapists, Trainees, external professionals

Remuneration

Up to £43,000 per annum

Hours of work

37.5 hours per week, Monday-Friday between 09:00-17:30

Location

Central London and with some flexible home-working arrangements.
Attendance is required at our Central London offices as per business need.

About Tavistock Relationships

Tavistock Relationships – A better world through better relationships.

Our purpose is to develop knowledge and new ways of supporting relationships.

Our ambitions:

1.  Everyone can get the help they need for their relationships at all life stages.
2.  Wider understanding of how relationship quality impacts our health and wellbeing.
3.  Health and social care systems that recognise the importance of good relationships in our lives

Our values

•   A belief in the importance of family stability and emotional security.
•   A commitment to social justice, inclusivity, and diversity in every area of our work.
•   A belief in the importance of intellectual curiosity and rigour.
•  An aspiration to be a learning community – growing understanding and being open to new

ideas, developing new ways of working.

•   A commitment to promoting excellence in the delivery of our services.

Clinical Services Manager (Intake and Allocation)

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Purpose of the role

The Clinical Services Manager (Intake and Allocation) is responsible for leading and coordinating the intake and
allocation of clients to appropriate ongoing therapists.  This role ensures timely, efficient, and client-centred
access to help, and plays a pivotal part in maintaining service quality, client flow, and clinician capacity.

This key operational role ensures trainees are allocated cases appropriate to their level of clinical experience
and training requirements.

The role involves working collaboratively with multiple stakeholders, including clinical assessment teams,
supervisors and clients to assign clinicians effectively.  The post holder will be required to demonstrate
excellent communication skills and have the ability to engage with clients in a sensitive manner.

Responsibilities

Responsibility

Task/deliverables

Allocation of Cases

• Being responsible for the end-to-end process of allocating the case for post-

assessment through to the start of ongoing therapy.

• Consulting where necessary with Senior Clinicians to ensure a clear onward

allocation pathway.

• Being alert to safeguarding concerns and referring case to the Safeguarding

leads where necessary.

• In consultation with training supervisors, ensuring trainees are allocated

appropriate cases in accordance with their level of clinical experience and
training course requirements.

• Negotiating with therapists and maintaining accurate information on therapist

availability including location, times and start dates.

• Ensuring qualified therapists are offering therapy availability to meet

contractual requirements.

• Contacting clients by telephone to broker therapy appointments and

answering any questions they may have regarding the onboarding process.

Liaising with therapists to ensure the smooth signposting of cases which

•
are not suitable to be seen within the service.

Governance

• Keeping service policies and protocols relating to allocations and intake under

Data Management
Reporting

Financial Management

continual review.

• Supporting the Senior Leadership Team with ensuring clinical governance,

policies and procedures are followed and updated.

• Liaising with senior colleagues to address and manage clinical feedback and

complaints.

• Ensure case management information is accurately recorded the clinical CRM
system.
•  Monitoring trainees clinical progress towards training requirements
•  Providing accurate reports to the Senior Leadership Team.
• Support the timely and accurate charging of client fees by supporting the set
up of recurring client payments, issuing invoices and processing payments.
 • Support clinical debt management by ensuring cases aren’t allocated where
existing debt is outstanding.

Clinical Services Manager (Intake and Allocation)

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Equality, Diversity and
Inclusion (EDI)
Commitment

As Clinical Services (Intake and Allocation) Manager, you will play a critical role
in promoting and upholding our commitment to equality, diversity, and
inclusion:

You will be expected to:

•  Work proactively to identify and reduce barriers to access and

engagement, including those related to race, ethnicity, disability, gender
identity, sexual orientation, socio-economic status, and other protected
characteristics.

•  Collect and use demographic and equity-related data to inform service

development and improvement.

•  Champion inclusive leadership, fostering a team culture where diversity

is valued, and all staff feel respected and supported.

Corporate responsibility   Maintain a social media profile and presence that is aligned to the TR profile as

a credible and professional organisation.
Proactive participation in organisational internal communication activity.
Periodic reporting to support communication to the wider organisation
including SMT and board committees.
Manage all personal data and information in accordance with the provisions of
the TR Data Protection handbook.
Act in accordance with the provisions of the TR Health & Safety policy, always
ensuring safety of colleagues, clients, and students.
Act in accordance with the provisions of the TR delegated authority matrix.

Clinical Services Manager (Intake and Allocation)

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Candidate specification

•  High level interpersonal skills and the ability to work with a wide range of people
•  Excellent communication skills (both written and verbal)
•  Experience working within a clinical setting and liaising regarding safeguarding concerns
•  Attention to detail
•  Ability to lead on delivery after consultation with clinical colleagues
•  Able to demonstrate the capacity to create and sustain relationships
•  Excellent administrative and organisational skills with ability to plan ahead
•  Experience of working in an external facing role
•  Proficient in the  use  of  digital technologies (including MS365)  and confident with adapting to

different IT platforms.

•  A proactive and flexible working approach
•  Ability to work under pressure and be highly responsive
•  Effective time and workload management
•  Capability to promote TR services in a socially inclusive way
•  A commitment to Tavistock Relationships’ aims, objectives and values

Clinical Services Manager (Intake and Allocation)

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