Heaton Mersey, Stockport, SK4 3GN


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Management Referral

Getting staff back to work quickly and safely

Absence from work is a growing concern.  Work related ill-health can happen in any business, whatever its size. 

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.

Early intervention through our highly experienced Occupational Health Advisors, will help to facilitate the much faster return to work, of employees off sick or experiencing issues in the workplace. Consultations are based on the use of detailed questioning and previous medical history. We can provide telephone-based assessments, face to face assessments and video consultations. Positive management of occupational health issues, can lead to savings many times greater, than the investment needed to achieve this.

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


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

By asking key questions on the referral form the OHA will recommend the most appropriate interventions, resolving issues more effectively.

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.

Contact Us

Feel free to get in touch with Clarity Occupational Health.
We look forward to speaking to you.