Contact Us
Get a Quote
Email Us
01332 318978
Understanding the Referral Process, Explained Simply

Occupational Health Referrals

Being referred to occupational health, or making a referral for the first time, can feel like an unfamiliar and slightly daunting step. It shouldn't be. A referral is simply a way of getting independent, clinical advice so that both employer and employee can make fair, informed decisions. This page answers the questions we're asked most often, in plain English.

Book a Consultation
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, which is exactly the kind of situation a management referral is designed to help with.

Why this matters

Why choose David Barber Occupational Health?

Independent, clinically-led advice

Objective guidance that supports fair, informed decisions for both employer and employee.

Plain-English throughout

No unnecessary jargon, clear explanations of what a referral involves and why.

Works alongside our Management Referral service

This page explains the process itself; our Management Referral Consultations cover how employers can put it into practice.

Trusted by employees and employers alike

Built to reassure whoever is reading it, whichever side of the referral they're on.

Who this is for

Employees who've just been referred and want to understand what to expect, and managers or employers making a referral for the first time and unsure of the process. Whichever side of the referral you're on, the aim is the same: clear information, without the jargon.

Support

Frequently asked questions

What is an occupational health referral?

An occupational health referral is when an employer asks an independent occupational health provider to assess how an employee's health is affecting, or being affected by, their work. It isn't a disciplinary process, it's a way of getting clinical, independent advice so both employer and employee can make fair, informed decisions.

Why would an employer refer someone to occupational health?

Usually to understand how best to support an employee, whether that's due to a period of sickness absence, a health condition that might affect their role, or planning a return to work after time off. A referral is a request for advice, not a judgement.

Does an employee have to attend if they're referred?

They can't usually be forced to attend, but it's generally in their own interest to do so. Without an occupational health assessment, decisions about their employment may end up being made with less complete information.

Will occupational health tell the employer everything about an employee's health?

No. The employer receives a report answering the specific work-related questions they asked, not a general account of medical history or diagnosis. Nothing is shared without the employee's consent, and the report stays focused on what's relevant to the job.

What actually happens during an occupational health appointment?

A clinician talks through how the employee's health is affecting, or being affected by, their work. This might cover current symptoms, any treatment being received, and what the employee feels able to do. It's a conversation, not an exam.

Is occupational health the same as seeing a GP?

No. A GP focuses on diagnosing and treating the individual. Occupational health focuses specifically on the relationship between health and work, for example, whether adjustments would help someone do their job safely and effectively.

Does being referred put someone's job at risk?

A referral itself doesn't put a job at risk. If anything, it's usually a step towards finding a way for the employee to stay in work, through adjustments, a phased return, or clearer information about what support would help.

What happens to the report afterwards? Does the employee get to see it?

Employees are generally entitled to see the report before it's sent to their employer, and can ask for factual inaccuracies to be corrected. This can vary slightly depending on how the referral was set up.

Could an employee be assessed as having a disability?

Occupational health may be asked whether a condition meets the legal definition of a disability under the Equality Act 2010. This exists to make sure employers properly consider reasonable adjustments where they're needed.

What if someone disagrees with something in the report?

They can raise it. If something doesn't reflect what was said, or feels inaccurate, this can be flagged, usually before the report is finalised or shared with the employer.

What our clients say

“
I would like to thank Kate very much for her professionalism, methodical, and lovely way she conducted my Occupational Health assessment. Kate made you feel so relaxed, both in the practical and questioning of this medical. I was so impressed all the way throughout the 45 minutes and came away knowing that I had received excellent attention and service.
Great Central Railway
Employee

Understanding the process is the first step

If you're an employer looking to put a management referral in place, our Management Referral Consultations page covers the process, and how we can help, in more detail.

Book a Consultation