Management Referrals

core services

Occupational Health Management Referrals

management referrals

What is an Occupational Health Referral?

Occupational health referrals are for managers and HR teams who may have concerns about the health and wellbeing of an employee which may affect the workplace or job role carried out. This referral is dealt with by an occupational health specialist who makes and assessment and follows up with recommendations and advice to the Employer on how best to support the individual. 

The purpose of occupational health referral is to help prevent absences in the workplace, we can offer independent advice and recommendations. It allows employees the opportunity to raise health concerns in a confidential setting and ensure all employees are fit to work. 

A manager must inform an employee that they have made the referral. An employee must attend their appointment (usually via telephone call, but not always) and they will be asked for consent before anything is shared with their manager. 

conversation about a management referral
management referral advice

Why make a referral?

There are different reasons a manager may want to refer an employee these include:

  • Frequent short-term absences for different reasons
  • Frequent absences for related reasons
  • Concerns about health become apparent (i.e. change in performance, attendance, behaviour)
  • Longer term absence

*Please note, any referrals must be in-line with your company’s sickness absence management

Making a referral

Making quick referrals within a business is essential this can help avoid absences or can allow employees to return to work quicker. It also ensures the employees are receiving the correct care and can safely complete their work.

Our online management referral system, eOPAS allows managers to quickly refer an employee to an occupational health specialist who will assess them and provide a manager with an assessment and recommendations (if needed). If you need to make a referral get in touch.

All management reports follow a simple methodology, our Advisors provide their clinical opinion containing clear, actionable advice 

making a referral
fuse ai screengrab

Technology and management referrals

At Fusion all our clients have the option to give their employees access to our automated care pathways technology service. At the point of referral each employee will be given access to an AI powered automated care pathway application. The application will offer them help and support through a variety of tools such as daily self-assessments, self-help activities, guided sessions and other employees benefits. This will give them valuable help and guidance before they receive their management referral appointment. Benefits of beginning support early include reducing sickness absence, increasing referral engagement, enhancing the employee experience and supplying support 24/7 at the times the employees needs it most.

Ill health retirement medical assessments

If an employee’s health has deteriorated and they are unable to perform their job role the individual may be able to apply for early retirement based on ill health. Fusion occupational health have supported various clients across the UK in delivering ill health retirement assessments.

Frequently Asked Questions

What should be included in a management referral?

A good referral should include all medical conditions that the employee is encountering, explaining the absence level, job description, trends that the manager has recognised, the adjustments already made or any that are not suitable for their business needs.


Use of the generic questions in the referral will give the manager/HR a robust report. Adding additional documents that may support the referral can be helpful, these could include, sickness prints, job descriptions and meeting notes.


Any management referral should be fully discussed with the employee before submission, and any data included in the referral is fully disclosable to the employee.

Can I self-refer to Occupational Health?

No, you cannot self-refer to Occupational Health. This must be done via your manager/company.