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Management Referral Consultations

Get Clear, Independent Advice on Fitness for Work

UK employees took an average of 9.4 days of sickness absence last year, the highest level in over a decade. A management referral gives you clear, independent occupational health advice on an employee's fitness for work, helping you make fair, informed decisions and support them back to work safely and sooner.

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Did you know?

Mental ill health is now the leading cause of long-term sickness absence in the UK, cited by 41% of employers as one of their top three causes.

Protecting your workforce and your business

Why choose Management Referral Consultations?

Independent, clinical advice

Objective occupational health input to support fair, informed decisions.

Support legal compliance

Helps meet duties under the Equality Act 2010 and reduces the risk of employment disputes.

Faster resolution

Clear, practical recommendations that help employees return to work safely and sooner.

A confidential process

Reports focus on the work-related questions asked, not blanket medical disclosure.

Who needs Management Referral Consultations?

Any employer managing an employee's absence, performance, or fitness for work concerns linked to a health condition, physical or mental, can benefit from a management referral. It's most commonly used for long-term sickness absence, frequent short-term absence, requests for workplace adjustments, and return-to-work planning.

How a management referral works

The referring manager completes a referral form with specific, job-related questions, and shares this with the employee before their appointment.

The employee's consent is required, both to attend the assessment and before any report is shared with the employer.

An occupational health professional assesses how the health condition affects the employee's ability to do their specific job.

A concise report answering the referral questions is provided, focused on work-related recommendations rather than a full medical history.

When Management Referral Consultations takes place

  • Long-term sickness absence
  • Frequent short-term absence
  • Requests for workplace adjustments
  • Return-to-work planning
  • Performance concerns linked to a health condition
Client feedback

What our clients say

We have been working with David Barber for around 10 years and have always received an excellent level of service from the whole team. From arranging occupational health assessments to nurses visiting our care homes and meeting directly with our employees, the service is always professional, responsive and supportive. We mainly use David Barber to assess employees’ fitness for work following periods of absence or changes in their health. The team are always quick to respond and provide clear, helpful advice and guidance. They are also extremely flexible, offering appointments at our care homes or, where needed, visiting employees in their own homes. We have built a trusted relationship with David Barber over the years and genuinely wouldn’t go anywhere else for our occupational health support. Thank you to the whole team for your continued support and excellent service!
Ashmere Derbyshire
Beth Harrison, Head of People and Culture
DB Occupational Health has been a valuable partner to I Holland for several years now, supporting us with our employee occupational health surveillance programme, along with HAVS surveillance and the administration of annual flu vaccinations. Lisa and the team are always prompt and professional when on-site and are fast to respond to any queries at all times. Their ongoing support helps our business successfully maintain our duty of care to our employees and promote their wellbeing. I would recommend DB Occupational Health to any business considering their services.
Holland
Dan Dixon, HSE & CI Manager
Support

Frequently asked questions

What is a management referral?

A management referral is a formal request from an employer to an occupational health provider for an independent assessment of an employee's fitness for work.

Is a management referral a legal requirement?

No, it isn't required by law in itself, but it supports compliance with duties under the Equality Act 2010, particularly around reasonable adjustments and fair process.

Does the employee have to agree to a management referral?

Yes. Employee consent is required both to attend the assessment and before any report is shared with the employer.

What happens if an employee refuses consent?

An employer cannot force an employee to take part. Decisions may need to be based on the information already available, and we can advise on how to approach this fairly.

How long does a management referral take?

An appointment can usually be arranged within a couple of weeks, with a written report following shortly afterwards.

What information does the report include?

The report answers the specific, job-related questions raised in the referral. It's kept concise and focused, not a full medical history.

Who sees the report?

The report is shared with the referring manager, and HR where relevant, with the employee's consent. It isn't circulated more widely.

What's the difference between a management referral and a GP fit note?

A GP fit note gives a general opinion on capability for work. A management referral gives detailed, work-specific advice from an occupational health professional, tailored to the actual demands of the job.

Can a management referral help with workplace adjustments?

Yes, this is one of its most common purposes, recommending specific, practical adjustments to support an employee in their role.

How much does a management referral cost?

Cost depends on the complexity of the case. Get in touch for a quote tailored to your situation.

Get clear, independent advice on fitness for work

Contact David Barber Occupational Health to arrange a management referral consultation for your workplace.

Book a Consultation