Management Referrals
Managers work with your staff daily and are responsible for their well-being. Implementing an occupational health referral programme creates dialogue between staff, management, and the organisation.
In the workplace, managers often notice when a team member is struggling. When this is identified, the line manager can submit a management referral to occupational health.
What is an Occupational Health Referral?
An occupational health referral is when a manager or HR professional refers an employee for assessment and support. Trained clinicians evaluate their health, give guidance, and recommend actions to maintain safety, well-being, and productivity. When a referral is initiated by a line manager or employer, it is often referred to as a management referral.
Key Steps to Making an Occupational Health Referral
Identify Concern
Manager or HR spots an employee struggling with health, wellbeing, or work performance
Complete Referral Form
Complete a management referral form for occupational health, including absence and support details.
Submit & Triage
Send to the occupational health service; the clinician prioritises and schedules the occupational health assessment referral.
Assessment
The occupational health clinician evaluates the employee’s health and work requirements.
Recommendations
Practical guidance provided to manager/HR: adjustments, return-to-work plan, and optional follow-up.
How Occupational Health Referrals Manage Absence
Our occupational health referral service provides practical support for employees, helping managers address health and absence issues quickly. Key areas of support include
- Reducing levels of short-term or long-term sickness absence
- Preventing absence by providing early intervention and support for an employee with ill health
- Mental Health absence support and training
- Disability management and advice
- Return to work support and guidance
- Neurodiversity support, advice, diagnosis and training
- Musculoskeletal support, advice, access to physiotherapy treatment and job coaching
We provide easy access to occupational health assessments, offering expert advice, rapid response, and cost-effective pay-as-you-go services.
Our assessments give clear guidance on what employees need to recover, return to work safely, and prevent further health or absence issues.
Make an occupational health referral today:
Benefits Include:
- Expert clinical triage of cases, which means 90% of cases are resolved 1st time
- Multiple assessment options
- Thorough health assessments for your employees in the industry
- Practical recommendations guiding you through the next steps
- Clinical and administrative help throughout
Easy Access
Any UK business can refer an employee to our service, either on an ad hoc basis or on a regular basis. There’s no retainer fee, just pay for what you use. Referring an employee is quick, simple and can be done immediately.
Rapid Appointments
Expert occupational health advice is available when you need it. Assessments can be arranged within 2 working days with our Occupational Health Nurses, or within 7 working days with our Occupational Health Doctors.
Evidence Based Reports
Our management referral report gives you the knowledge and confidence to support your employee. Thorough assessments enable us to evaluate the whole person and provide practical advice.
What Makes Staywell OH Different?
- We provide a tailored Occupational Health programme for SMEs and larger businesses, or a one-off referral if needed.
- We conduct thorough assessments, providing clinicians with the insights they need to deliver high-quality reports and practical advice.
- Flexible ad hoc support with no contractual tie-in, using a simple pay-as-you-go model
- Straightforward access to services, supported by a knowledgeable and responsive clinical team
- A quality-led service shaped by ongoing client feedback and satisfaction
- Occupational health services are designed to be accessible for businesses of any size
- Specialist experience supporting small and medium-sized businesses
How Occupational Health Referrals Have Helped Our Customers
Clear, concise, digestible
The longer an employee is off, the more likely it is that they won’t return to your workplace. Access expert advice on the steps you can take to move forward & avoid long term, costly absence.
If you would like to benefit from our occupational health referral programme, please contact us today
“We at SBHG have used Staywell for a number of years and are extremely happy with the service they provide. We have used a number of other Occupational Health providers in the past but found Staywell’s level of service unmatched with their prompt responses and really understanding our business when making practical recommendations. Their reports have always been clear, concise and digestible both for the organisation to take action as well as the employee to understand”
Supporting Managers Beyond Referrals
Our management referrals programme goes beyond assessments. We empower managers with guidance, training, and tools to support employees, reduce absence, and maintain a productive, inclusive workplace.
- Managers are involved throughout the referral and assessment process. They provide insight into employee challenges and receive tailored guidance for each case.
- Clear, practical steps enable managers to support employees effectively, including return-to-work plans, reasonable adjustments, and workplace strategies.
- Support for employees with mental health conditions, chronic illness, and neurodiversity. Helps reduce absence, retain skilled staff, and foster an inclusive workplace.
Contact Us
Occupational health referrals are a must-have for employers, as managing and protecting employees’ well-being is paramount to running a successful business. Implementing a tool to assess employees’ occupational health enables organisations to proactively protect their employees’ well-being.
If you believe this may benefit your organisation or would like to learn more, please complete the form below.
Frequently Asked Questions About Management Referrals
What is a Management Referral?
A management referral is an occupational health referral initiated by a line manager or employer.
Who can make an Occupational Health Referral?
Occupational health referrals can be made by a line manager, HR professional, or health and safety officer on an employee’s behalf. When initiated by a manager, it is commonly referred to as a management referral.
How long does an Occupational Health Assessment take?
Occupational health assessments can typically be arranged within 2 working days with an Occupational Health Nurse, or within 7 working days with an Occupational Health Doctor.
What is the Purpose of an Occupational Health Referral?
The purpose of an occupational health referral is to allow trained clinicians to assess an employee’s health, provide guidance, and recommend actions to support well-being, workplace safety, and productivity.
Is the Occupational Health Referral Procedure Confidential?
All referrals and assessments are handled confidentially. Employees’ health information is shared only with managers or HR, where necessary and with their consent, in line with data protection regulations.
