At Management Referrals, we specialise in a formal process where an employer or manager refers an employee to occupational health for a professional assessment in Clitheroe BB7 2. 

A referral is made when concerns arise about an employee’s health, absence patterns, or ability to perform their role effectively.

Since managers and HR teams are not medically trained, management referrals provide access to impartial occupational health expertise, ensuring that employment decisions are fair, evidence-based, and compliant with legal requirements.

Request a free quote from a member of our team and schedule a management referral in Clitheroe assessment today.

What Is a Management Referral?

A management referral is a request made by an employer for an occupational health professional to review an employee’s health in the context of their work. 

The process enables managers to understand how health issues may impact performance, attendance, or workplace safety, and to receive guidance on necessary adjustments or support.

The outcome is a written report offering guidance on fitness for work, reasonable adjustments under the Equality Act 2010, and return-to-work planning.

What Are the Benefits of Management Referrals in Clitheroe?

Management referrals in Clitheroe provide clear advantages for both employers and employees. 

They help managers act fairly, ensure employees receive the right support, and promote compliance with legal obligations.

Management referrals provide practical and strategic benefits for both employers and employees:

• Support earlier return-to-work planning and reduce long-term absence.
• Provide impartial, evidence-based medical advice to guide HR decisions.
• Help employers meet legal duties under the Equality Act 2010 and health and safety law.
• Identify reasonable adjustments that enable employees to remain in work.
• Improve communication between the employee, the employer, and occupational health.
• Reduce the risk of disputes, grievances, or tribunal claims.
• Enhance employee trust by showing a commitment to wellbeing and fairness.
• Protect productivity and reduce costs linked to sickness absence.

How Much Does a Management Referral in Clitheroe Cost?

The cost of a management referral assessment in Clitheroe ranges from £100-£500.

The cost depends on the complexity of the case and the provider. Costs may increase for detailed or specialist input, but many providers also offer referral services as part of an annual occupational health package.

Because referrals often prevent long-term absence or workplace disputes, they are considered highly cost-effective.

When Should a Management Referral in Clitheroe Be Used?

A management referral should be used whenever an employer needs impartial medical advice from occupational health in Clitheroe to help manage an employee’s health, well-being, or fitness for work. 

It is not a disciplinary measure, but a supportive process that provides both the employer and employee with clear guidance on how health affects work and what steps may be required.

One of the most common times to use a management referral is after a period of sickness absence, particularly if the absence has been long-term or recurrent. 

Occupational health can advise on whether the employee is ready to return, whether a phased return is appropriate, and if any adjustments are needed to support a sustainable recovery.

Management referrals are also helpful when concerns arise about performance that may be linked to underlying health issues. 

If an employee appears to be struggling with physical or mental health issues, a referral can help clarify whether underlying medical factors are contributing and how the employer can reasonably respond.

They are appropriate when workplace adjustments may be required under the Equality Act 2010, such as altered duties, reduced working hours, or the provision of specialist equipment. 

Occupational health in Clitheroe provides objective recommendations to help employers meet their legal duty of care.

What Happens During the Referral Process in Clitheroe?

The process begins with the employer completing a referral form outlining the reasons for the assessment and specific questions for occupational health. The employee is informed and must give consent for the referral to proceed.

The occupational health professional in Clitheroe then meets with the employee, either in person or remotely, to review their health, treatment, and how it relates to their work. 

Following the assessment, a report is sent to the employer, providing clear recommendations such as adjustments, return-to-work timelines, or further review needs

Who Can Make a Management Referral in Clitheroe?

Typically, referrals are made by line managers, HR representatives, or senior leaders. In some organisations, referrals may also come from health and safety officers if workplace risks are involved.

In Clitheroe, employees cannot usually self-refer for a management referral; however, they may request one if they believe their health is impacting their work and would benefit from occupational health input.

Can an Employee Refuse a Management Referral in Clitheroe?

An employee can refuse to attend a management referral in Clitheroe, as participation requires informed consent. 

If they decline, the employer may need to make decisions based on limited information, which could impact their ability to provide support or make adjustments. 

Clear communication about the purpose and confidentiality of the referral often encourages employees to take part.

How Long Does a Management Referral in Clitheroe Take?

The whole process takes between one and two weeks, depending on the provider’s availability and employee engagement. 

In Clitheroe, the assessment itself often lasts between 30 minutes and one hour, with reports typically delivered within five to ten working days. 

Urgent referrals may be arranged more quickly, especially in cases involving safety-critical roles or immediate return-to-work planning.

What Information Does the Employer Receive?

Employers receive a structured report focusing on fitness for work, recommended adjustments, and likely timescales for return. 

Sensitive medical details, such as diagnoses or treatment specifics, are not shared without the employee’s consent. This ensures that the employer gets practical, actionable advice without breaching the employee’s right to medical confidentiality.

Are Management Referrals Legally Required in Clitheroe?

Management referrals in Clitheroe are not a legal requirement in themselves, but they are an effective way to demonstrate compliance with wider legal duties. 

Employers must manage workplace health responsibly under the Health and Safety at Work etc. Act 1974 and provide reasonable adjustments under the Equality Act 2010. 

Using occupational health through management referrals helps ensure that these obligations are met.

Is the Process Confidential?

Management referrals in Clitheroe are confidential. Employees must provide informed consent before the assessment takes place. 

The employer receives only work-focused outcomes, such as whether the employee is fit to work, requires adjustments, or needs further review.

Detailed medical information is not disclosed unless the employee provides explicit consent. This balance ensures privacy while providing employers with the necessary guidance.

Get a Free Quote for Management Referrals

Management referrals in Clitheroe BB7 2 are an essential tool for supporting employee health in the workplace. They allow managers to access impartial occupational health expertise, make legally sound decisions, and demonstrate a clear duty of care.

Since unresolved health issues can lead to long-term absence, legal challenges, and reduced productivity, referrals offer a proactive and effective way to protect both employees and the organisation.

Contact us today to arrange a Management Referrals in Lancashire or learn more about our occupational health services.

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Make sure you contact us today for a number of great management referrals services.

Here are some towns we cover near Clitheroe BB7 2

Great Harwood, Nelson, Burnley, Accrington, Barnoldswick

For more information on Management Referrals in Clitheroe BB7 2, fill in the contact form below to receive a free quote today.