Breakfast Meeting: Management Referrals

How do I write a Management Referral and ask the right questions?

OHC is to here to support you in getting it right!

Our Management Referral Briefing is a step-by-step
guide on submitting a good Management Referral.

Why you should attend this course:

  • To understand what a Management Referral is and how to write a good one.
  • To demystify Management Referrals and differences between OH and GPs. This course will provide a clearer understanding of the role of an OH Professional.

What you will learn on this course:

  • Full procedure: The usual journey a Management Referral takes from the OH portal to triaging, appointment making, consent process and report sending.

  • Documentation: Additional documentation to attach to the Referral and why it can be useful.

  • Questions: Learn the questions you should ask and how the advice supports the Business.

This course has been specifically designed for Business Owners, Managers, and HR. Our breakfast briefings have had an exceptional response from everyone that attended. Come and see for yourself.

See what others think of Management Referrals

“ Worth every penny. Learnt a lot in a short space of time.”

"Great course."

"I’m now feeling more confident with management reports. This course has answered so many questions. "


  • 1-2 hour face-to-face or virtual briefing.
  • Learning takes place through a mixture of presentations, group discussions and workshop activities.
  • The course will follow a structured format.
  • We limit the number of places to 12 to allow the instructor to interact with every participant.

Upcoming Dates

Find all of our upcoming training dates for Management Referrals on the Eventbrite link below.

Upcoming Dates

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Frequently Asked Questions

Can occupational health overrule a GP?

The Government has indicated that employers may, in principle, be able to overrule a GP’s advice in a fit note as to whether or not a person is potentially fit to return to work.

What does an occupational health referral mean?

The purpose of a referral to an occupational health practitioner [doctor or nurse] is to provide advice and support to the employee and where agreed with the employee, their managers. This may be done by: management referral.

Can an employee refuse to attend an occupational health appointment?

An employee can refuse, but they should consider that the Clinician will be unable to give any advice on any condition to the employer. That, in turn, may mean the employer will needs to make decisions in a vacuum. This often has a bearing on any management decisions.

Is Occupational Health confidential?

Yes. Occupational health (OH) doctors and nurses are bound by a duty of confidentiality towards their patients, enshrined in the ethics of their professions: The professional body for OH specialists is the Faculty of Occupational Medicine.