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Management referrals

Independent, doctor-led occupational health advice to support fair, confident people-management decisions

When is a management referral appropriate?

A management referral is appropriate when there is uncertainty, concern, or complexity around an employee’s health and its impact on work.

 

Common referral reasons include:

• Long-term or repeated sickness absence
• Performance concerns linked to health
• Mental health difficulties such as stress, anxiety, depression, burnout, ADHD, or autism
• Capability or fitness-for-work concerns
• Return-to-work planning after illness or absence
• Workplace stress or interpersonal difficulties
• Consideration of redeployment or ill-health retirement

EMPLOYER BENEFITS

What employers can expect

You receive a clear, structured occupational health report setting out:

Reduce sickness absence and support sustainable returns to work

Make fair, consistent, and defensible management decisions

Manage complex or sensitive cases with confidence

Reduce employee relations and legal risk

Improve engagement and trust through clarity and transparency

OUTCOMES

Management referal outcomes

Following a management referral, we provide clear, impartial advice to help employers understand how an employee’s health may be affecting their work. Our report outlines fitness for work, any recommended adjustments or restrictions, and guidance on supporting a safe and sustainable return or continuation at work. This enables managers to make informed, fair decisions while supporting employee wellbeing and maintaining workplace productivity.

  • 01

    What the referral addresses

    Management referrals focus on the practical questions employers need answered. We provide clear advice on whether an employee is fit for work now and in the longer term, how any health condition affects functional capability, and whether work duties may be contributing to the issue. We also advise on appropriate and effective reasonable adjustments, realistic recovery timescales, and whether redeployment or alternative roles should be considered.

  • 02

    What you receive

    Each referral results in a structured occupational health report that includes relevant clinical context related to work capability and an independent medical opinion from an experienced Occupational Health doctor. The report provides clear guidance on fitness for work, functional limitations, proportionate workplace adjustments, absence management, and return-to-work planning, written in professional language to support fair and confident decision-making.

Sarah

Warehouse Operative

Stress-related absence

Scenario
James experienced repeated stress-related absences, raising concerns about workload sustainability and ongoing attendance in a high-demand financial reporting role. Occupational health advice was requested to assess the impact of work factors and identify appropriate support.

Occupational Health Assessment
The assessment considered workplace demands, role clarity, and mental health in a functional work context. The focus was on practical recommendations to support a safe and sustainable return to work.

Outcome included:
• Temporary workload adjustments
• Structured management support and regular review
• A phased return-to-work plan

Result
James returned to work safely with improved stability, and the organisation had a clear plan for ongoing management and support.

Industries we support

We partner with employers across a diverse range of professional, commercial, and service-led sectors, including:

Financial Services & Banking

Consulting & Professional Services

Technology & Digital

Legal Services & Corporate Offices

Healthcare & Life Sciences

Consulting & Professional Services

Public Sector & Not-for-Profit Organisations

Media, Marketing & Creative Industries

Legal Services & Corporate Offices

Hospitality

Retail & Consumer Services

Education & Academic Institutions

FAQ

Things we’re
commonly asked

Within five working days, with urgent options available.

Yes. Only work-relevant conclusions and recommendations are shared, with appropriate consent.

Yes. Employees are normally offered the opportunity to see the report for transparency.

Yes. We answer your key questions clearly and directly.

Yes. Reports are objective, clinically robust, and suitable for HR and legal use.
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Let’s chat through your needs today

We’ll guide you to the right service and arrange fast, doctor-led occupational health assessments tailored to your needs.