Making a Referral to Occupational Health

The Occupational Health referral process provides independent and impartial advice and guidance to employee's or line manager's to help understand the effects of work on an employees health.

Healthcare Improvement Scotland

The Occupational Health Referral Process can be either a Management Referral or a Self Referral.

A management referral is to understand whether the employees health is having an impact on their work.  It also enables the organisation to support the employee’s health and if required, put adjustments into place to reduce any health impact. 

The self referral option can be exercised by any employee who feels that they would benefit from some independent advice in relation to their health and work.  This is not intended to replace or to be used as a GP service and employees should be aware that the Occupational Health staff cannot prescribe medication nor treat or diagnose conditions.

To find out more about how Occupational Health use Personal Data please refer to the Occupational Health Privacy Statement.

Management Referrals

The Occupational Health Team have developed Information for Line Managers when and how to submit a management referral and Information for Employees on what happens throughout the referral process. 

The Management Referral form can be found at the bottom of this page under Policy and Process or click here to download a copy

Self Referral

If you wish to self refer to Occupational Health please send an email to nss.occupationalhealth@nhs.scot  providing the following details:

- Your Name, Contact telephone number, email address, brief description of circumstances on why you wish to be referred

Reasonable adjustments

After a Pre Employment clearance or an Occupational health Referral there may be a requirement for a Line Manager to implement and review a recommendation for a Reasonable adjustment to supported.

Reasonable adjustments could be to the workplace, they way things are done or to give help to the employee - click here to find out more.

Fit Note Guidance

This guidance is to explain actions required if you are given a fit note (statement of fitness for work) by an employee. It gives advice on what different sections of the fit note mean and how you can use it most effectively to support the health and wellbeing of employees in your organisation.

 

If you require additional information you can contact the NSS Occupational Health Advisors through HR Connect Contact Us / Occupational Health

National Services Scotland

Within NSS, the Occupational Health Referral Process can be either a Management Referral or a Self Referral.

A management referral is to understand whether the employees health is having an impact on their work.  It also enables the organisation to support the employee’s health and if required, put adjustments into place to reduce any health impact. 

The self referral option can be exercised by any employee who feels that they would benefit from some independent advice in relation to their health and work.  This is not intended to replace or to be used as a GP service and employees should be aware that the Occupational Health staff cannot prescribe medication nor treat or diagnose conditions.

To find out more about how Occupational Health use Personal Data please refer to the Occupational Health Privacy Statement.

Management Referrals

The Occupational Health Team have developed Information for Line Managers when and how to submit a management referral and Information for Employees on what happens throughout the referral process. 

The Management Referral form can be found at the bottom of this page under Policy and Process or click here to download a copy

Self Referral

If you wish to self refer to Occupational Health please send an email to nss.occupationalhealth@nhs.scot  providing the following details:

- Your Name, Contact telephone number, email address, brief description of circumstances on why you wish to be referred

Reasonable adjustments

After a Pre Employment clearance or an Occupational health Referral there may be a requirement for a Line Manager to implement and review a recommendation for a Reasonable adjustment to supported.

Reasonable adjustments could be to the workplace, they way things are done or to give help to the employee - click here to find out more.

Fit Note Guidance

This guidance is to explain actions required if you are given a fit note (statement of fitness for work) by an employee. It gives advice on what different sections of the fit note mean and how you can use it most effectively to support the health and wellbeing of employees in your organisation.

 

If you require additional information you can contact the NSS Occupational Health Advisors through HR Connect Contact Us / Occupational Health

NHS 24

Our Occupational Health service is delivered by Greater Glasgow & Clyde Health Board. The service provides specialist advice on how your health can impact on work and how work can impact on your health.

The multidisciplinary team will include an occupational health physician, a specialist occupational health nurse practitioner, a registered nurse, and administration staff, along with a link to a wider range of specialists.

We operate to a strict code of confidentiality and keep occupational health records separate from all other NHS records. Employee health and wellbeing is key to the delivery of our patient focused service.

To make a referral, please see the documents below.

Benefits of the service

Key benefits of our occupational health service:

  • It has been tailored to recognise the specific needs of our staff and the unique service NHS 24 provides. 
  •  The service operates to a strict code of confidentiality and keeps occupational health records separate from all other NHS records.
  • It directs control of how the service is managed to enable us to ensure that the highest standard of service is provided.
  • It is led by professionals working within the NHSScotland Occupational Health and Safety Standards and who understand working practices within the NHS.
  • It has been designed around the most modern models of occupational health service provision.
  • It has moved our provision away from a private sector to a Health Board solution, which is considered best practice within public sector organisations.

NHS Education for Scotland

The Occupational Health Referral Process can be either a Management Referral or a Self Referral.

A management referral is to understand whether the employees health is having an impact on their work.  It also enables the organisation to support the employee’s health and if required, put adjustments into place to reduce any health impact. 

The self referral option can be exercised by any employee who feels that they would benefit from some independent advice in relation to their health and work.  This is not intended to replace or to be used as a GP service and employees should be aware that the Occupational Health staff cannot prescribe medication nor treat or diagnose conditions.

To find out more about how Occupational Health use Personal Data please refer to the Occupational Health Privacy Statement.

Management Referrals

The Occupational Health Team have developed Information for Line Managers when and how to submit a management referral and Information for Employees on what happens throughout the referral process. 

The Management Referral form can be found at the bottom of this page under Policy and Process or click here to download a copy

Self Referral

If you wish to self refer to Occupational Health please send an email to nss.occupationalhealth@nhs.scot  providing the following details:

- Your Name, Contact telephone number, email address, brief description of circumstances on why you wish to be referred

Reasonable adjustments

After a Pre Employment clearance or an Occupational health Referral there may be a requirement for a Line Manager to implement and review a recommendation for a Reasonable adjustment to supported.

Reasonable adjustments could be to the workplace, they way things are done or to give help to the employee - click here to find out more.

Fit Note Guidance

This guidance is to explain actions required if you are given a fit note (statement of fitness for work) by an employee. It gives advice on what different sections of the fit note mean and how you can use it most effectively to support the health and wellbeing of employees in your organisation.

 

 

If you require additional information you can contact the NSS Occupational Health Advisors through HR Connect Contact Us / Occupational Health

NHS Golden Jubilee

The Occupational Health Department provides a confidential service offering advice on the physical, mental and social wellbeing of all staff within NHS Golden Jubilee.  Occupational Health services can be accessed in two ways:

  1. Management/Sickness Absence Referral.  There is a link to the manager’s guide below, which contains further information on referring to/accessing Occupational Health services; or
  2. Self Referral.  To self-refer to the Occupational Health Department to discuss any concerns you may have you should contact 0141 951 5435 to arrange a suitable appointment with one of the nurses.

Public Health Scotland

Within Public Health Scotland the Occupational Health Referral Process can be in either a Management Referral or a Self Referral.

A management referral is to understand whether the employees health is having an impact on their work.  It also enables the organisation to support the employee’s health and if required, put adjustments into place to reduce any health impact. 

The self referral option can be exercised by any employee who feels that they would benefit from some independent advice in relation to their health and work.  This is not intended to replace or to be used as a GP service and employees should be aware that the Occupational Health staff cannot prescribe medication nor treat or diagnose conditions.

To find out more about how Occupational Health use Personal Data please refer to the Occupational Health Privacy Statement.

Management Referrals

The Occupational Health Team have developed Information for Line Managers when and how to submit a management referral and Information for Employees on what happens throughout the referral process. 

The Management Referral form can be found at the bottom of this page under Policy and Process or click here to download a copy

Self Referral

If you wish to self refer to Occupational Health please send an email to nss.occupationalhealth@nhs.scot  providing the following details:

Your Name, Contact telephone number, email address, brief description of circumstances on why you wish to be referred

Reasonable adjustments

After a Pre Employment clearance or an Occupational health Referral there may be a requirement for a Line Manager to implement and review a recommendation for a Reasonable adjustment to supported.

Reasonable adjustments could be to the workplace, they way things are done or to give help to the employee - click here to find out more.

Fit Note Guidance

This guidance is to explain actions required if you are given a fit note (statement of fitness for work) by an employee. It gives advice on what different sections of the fit note mean and how you can use it most effectively to support the health and wellbeing of employees in your organisation.

 

If you require additional information you can contact the NSS Occupational Health Advisors through HR Connect Contact Us / Occupational Health

Scottish Ambulance Service

Within Scottish Ambulance Service the Occupational Health Referral Process can be in either a Management Referral or a Self Referral.

A management referral is to understand whether the employees health is having an impact on their work.  It also enables the organisation to support the employee’s health and if required, put adjustments into place to reduce any health impact. 

The self referral option can be exercised by any employee who feels that they would benefit from some independent advice in relation to their health and work.  This is not intended to replace or to be used as a GP service and employees should be aware that the Occupational Health staff cannot prescribe medication nor treat or diagnose conditions.

To find out more about how Occupational Health use Personal Data please refer to the Occupational Health Privacy Statement.

Management Referrals

The Occupational Health Team have developed Information for Line Managers when and how to submit a management referral and Information for Employees on what happens throughout the referral process. 

Self Referral

If you wish to self refer to Occupational Health please send an email to nss.sasoccupationalhealth@nhs.scot  providing the following details:

Your Name, Contact telephone number, email address, brief description of circumstances on why you wish to be referred

Reasonable adjustments

After a Pre Employment clearance or an Occupational health Referral there may be a requirement for a Line Manager to implement and review a recommendation for a Reasonable adjustment to supported.

Reasonable adjustments could be to the workplace, they way things are done or to give help to the employee - click here to find out more.

Fit Note Guidance

This guidance is to explain actions required if you are given a fit note (statement of fitness for work) by an employee. It gives advice on what different sections of the fit note mean and how you can use it most effectively to support the health and wellbeing of employees in your organisation.

 

 

If you require additional information you can contact the NSS Occupational Health Advisors through HR Connect Contact Us / Occupational Health

 

The State Hospital

OHS Referral

OHS can be asked to provide expert, impartial advice on health matters related to the workplace. This will be requested through either a self-referral or a management referral. OHS will offer an appointment that will generate a formal report. The appointment will either be face-to-face or by telephone.

Self-referral

An employee can use the self referral option where they feel that they would benefit from advice in relation to their health and work. This is not intended to replace or to be used as a GP service and employees should be aware that the Occupational Health staff cannot prescribe medication nor treat conditions.

Employees may use a template self referral form if this is provided by their employer’s OHS.
OHS will not share the self referral report with the employee’s manager or any other third party but the employee may choose to do so. Sharing the self-referral report with the manager and / or having a discussion to progress a management referral could provide additional support for the employee.

Management referral

A manager can use a management referral to request advice in relation to an employee’s health and work.

Situations where a management referral may be appropriate:

  • In cases of long-term sickness absence- where the employee has been absent from work for 29 days or more, for advice on likely return to work and rehabilitation
  • In some (but not all) cases of frequent, short-term sickness absence or where there are patterns of absence for advice on whether there is an underlying health condition and / or work is adversely affecting health
  • In cases where advice on the possible rehabilitation or redeployment of an employee particularly with reference to the Equality Act 2010
  • To seek OHS advice to consider how the employee can be supported through a formal process under NHSScotland Workforce Policies
  • To seek OHS advice to explore any concerns that may be impacting on the employee’s health and work

Progressing the management referral

Managers should use the template management referral form if this is provided by their employer’s OHS.

The manager will share and discuss the content and reasons for the referral with the employee prior to this being progressed to OHS. In exceptional circumstances where this is not possible, the manager must advise the employee that a referral is being progressed and the reason for this.

A management referral is intended to be a supportive process. Where an employee does not engage in the referral process this will limit the information made available and the manager’s ability to support them.

The management referral form should set out the reasons for the referral along with any specific issues and questions. This may include questions about the following:

  • Whether there is an underlying health condition that may impact on work
  • Whether the condition should be considered under the Equality Act 2010
  • The prognosis and likely effect on fitness for work
  • Workplace restrictions or adaptations to support the employee to remain at or return to work, with timescales for review
  • Any programme of support including timescales
  • Return to work programme e.g. the times / work-patterns and recommended duration of a phased return
  • Information regarding ill-health retirement
  • Fitness to participate in processes held under NHSScotland Workforce Policies

It may also be helpful to attach the job description, attendance record, and any other relevant information.

Please click here for management referral form

Employees can also self-refer to OH at any time by calling 01555 842121.