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Our Occupational Health Referral Letter Template facilitates seamless communication with healthcare professionals, expediting employee support and recovery.
[Sender name]
[Sender address]
[date]
[Recipient name]
[Recipient address]
Dear [Recipient first name],
Referral for occupational health assessment
I am writing to refer [Employee's Name], an employee of [Company Name], to you for an assessment of their health status and any potential work-related issues.
[Employee's Name] has been experiencing [brief description of health concerns or issues, if known]. Due to the nature of their role within our organisation and our commitment to ensuring the well-being and safety of all employees, we believe it is essential for them to undergo a thorough evaluation.
Please conduct a comprehensive assessment of [Employee's Name]'s health status, with a focus on any potential occupational hazards or concerns that may impact their ability to perform their job safely and effectively. Additionally, we would appreciate your insights and recommendations regarding any necessary accommodations or adjustments that may be required to support [Employee's Name] in their role.
[Employee Name] has provided written consent for us to request this assessment, whch I have enclosed.
Enclosed with this letter are relevant medical records and any additional information that may assist you in your assessment. Please see the followng details:
Employee Details
Employee Name:
Date of Birth:
Employee Address:
Employee
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For more value, this is also found in our Full library and Accident and incident management templates toolkit
The Occupational Health Referral Letter Template streamlines the process of referring employees to occupational health services for assessment and support. It provides a structured format for HR or line managers to communicate relevant information about the employee's health concerns, work-related issues, or fitness for work to the occupational health provider.
Additionally, the template ensures consistency and compliance with company policies and legal requirements throughout the referral process.
The template serves as a tool to facilitate effective communication between the employer, the employee, and the occupational health provider. It helps to ensure that essential details are included in the referral letter, such as the employee's consent, relevant medical history, and specific concerns or questions to be addressed. By using this template, organisations can expedite the referral process, promote employee well-being, and facilitate appropriate interventions to support employees in managing health-related challenges at work.
Related HR resources and workflow
Explore the HR resources that may be relevant before and / or after using the Occupational Health Assessment referral letter, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.
Our Occupational Health Assessment Employee Consent form template streamlines the process, ensuring employee compliance and facilitating efficient health evaluations.
Equality Act 2010: Ensures that the referral process is fair and does not discriminate against employees based on their health condition or other protected characteristics.
Data Protection Act 2018 (incorporating GDPR): Mandates the handling of personal data within the referral letter in compliance with data protection principles.
Health and Safety at Work Act 1974: Requires employers to ensure the health, safety, and welfare of their employees, including providing access to occupational health services.
Acas Guidance on Health, Work, and Wellbeing: Offers best practice guidance on managing health-related issues in the workplace, including the referral process for occupational health assessments.
Best Practice: Clarity and Confidentiality: Ensure that the referral letter clearly outlines the reason for the assessment and maintains confidentiality of the employee's health information.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Occupational Health Assessment referral letter template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing accident and incident management processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
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