Management Referrals
Getting staff back to work quickly and safely
The key to successful management is a clearly defined process with identifiable trigger points and a resolutions-based service that is directive. This will help to reduce disruption, loss of productivity and management time dealing with absence issues.
Case Conferencing Model
Our Case Conferencing model ensures that managers are carefully guided through the referral process enabling them to take full control of the consultation process.
Informed consent is obtained from the employee.
Pre-case Conference Meeting
Between the OHA and referring manager to:
- Discuss elements of the case
- Review the referral form and contents
- Understand the direction for the referral
- Further ‘context’ that may be beneficial
Consultation
Between the OHA and the individual
- Confirm identity, consent and referral form
- Obtain occupation and social medical history
- Current treatment
- Job role – shift patterns, duties, exposure
- Recommendations, Equality Act
- Onward referrals/ review
- Any specific questions
Post Case Conference Meeting
Between the OHA and referring manager to:
- Review of the consultation
- Provide clear recommendations, likely length of absence, Equality Act, adjustments and phased return
- Referring manager to progress the case on the day

Our online system enables you to:
- Refer directly via your online portal
- Provides a facility to request pre and post case conferencing
- User defined management referral consent form
- Captures all mandatory information essential for the referral
- Attachment upload facility for additional documentation
- Track the status of the referral, including appointment dates and recommendations
- Secure manager dashboard delivery providing access to completed management referrals, management reports and communication from the OH team
Telephone Based Assessments
Telephone based assessments are especially effective as an initial assessment prior to a face to face consultation, in the event of an individual returning to work quickly or where an individual is unable to attend a clinic.
Face to Face Assessments
Ad-hoc consultations and fixed day clinics can be arranged to suit you. Face to face consultations are especially beneficial for muscular-skeletal issues or where an examination needs to take place.
Video Consultations
Where face to face appointments are not possible and telephone consultations not appropriate, we can arrange virtual consultations via video conferencing, providing a confidential and efficient service using appropriate technology.
Management Referral Support
There will be times when an employee needs additional support to help them manage the challenges they face when returning to work or whilst at work.
Clarity work with a network of Counsellors, Physiotherapists and Occupational Health Physicians across the UK with varying specialisms to support employees with diverse occupational health needs.
All specialists are highly experienced, trained and qualified in their area of expertise, belonging to the relevant faculty or association.
Clarity will support and manage issues relating to sickness absence, reviewing trends within the business and developing strategies to overcome problem areas.