At MCL Medics, we offer a streamlined Management Referral process that helps employers address health-related concerns in the workplace. Our occupational health assessments are tailored to support your HR team, line managers, and employees, promoting a healthier and more productive workforce.

What Is a Management Referral?

A Management Referral is a formal process where an employer refers an employee to occupational health to assess how a health condition may be impacting their work. It is a proactive tool used to gain clinical guidance and expert advice for decisions regarding an employee’s fitness for work, reasonable adjustments, and return-to-work planning.

When Should Employers Use an Occupational Health Referral?

Employers may initiate a management referral for:

• Frequent or long-term sickness absence
• Health concerns affecting performance or attendance
• Work-related injuries or illnesses
• Return-to-work support after illness or surgery
• Disability or Equality Act compliance

A management referral ensures fair, evidence-based decisions and supports employee well-being.

Our Management Referral Process

Our simple and effective occupational health referral process includes:

1. Manager Discussion – The reason for referral is discussed with the employee, and the management referral form is shared for transparency and consent.
2. Referral Submission – The completed form is submitted securely via our online system.
3. Employee Assessment – A qualified occupational health professional assesses the employee’s health and work context.
4. Clinical Report – An objective report is shared with clear advice and recommendations.

All information is shared with the employee’s full consent and in compliance with data protection regulations.

Return-to-Work Referrals and Planning

We provide return-to-work referrals to help employees reintegrate after absence:

• Stamina-building and routine-supporting work plans
• Phased return schedules and hour adjustments
• Case meetings with OH support

Reasonable Adjustments & Workplace Accommodations

Our occupational health team recommends practical adjustments to support employees, such as:

• Ergonomic equipment (e.g., specialist keyboards)
• Modified duties or hours
• Flexible working or break arrangements
• Quiet spaces or alternative communication methods

All recommendations follow a fair and evidence-based approach and are tailored to your business needs.

Why Choose Us for Management Referrals?

• Fast appointments (within 3–5 working days)
• Clear, GDPR-compliant reports
• Expertise in mental and physical health
• Trusted by SMEs, corporates, and public sector employers

FAQs

Do I need employee consent for a management referral?
Yes. Employees must consent to both the referral and the sharing of any medical information.

What is a management referral form?
It’s a document completed by the employer outlining concerns and relevant job role information to guide the OH assessment.

How long does the referral process take?
We typically offer appointments within 3–5 working days, with reports issued within 48 hours post-assessment.

Get in Touch About a Management Referral

If you’re an HR professional or line manager looking for a trusted occupational health provider, we’re here to help.