Pre-consent notification for medical report request email script template

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The Pre-Consent Notification for Medical Report Request Email Script provides a professional way to explain to an employee that their employer is considering requesting a medical report from their GP or treating clinician. It outlines the purpose of the proposed request, explains how medical information may be used and introduces the formal consent process, helping employers manage health-related employment matters transparently and sensitively.

Use this template to:

  • Notify an employee that a medical report is being considered.
  • Explain why further medical information may be needed.
  • Outline how the report may help inform sickness absence and return-to-work decisions.
  • Explain how medical information will be handled confidentially.
  • Invite the employee to raise questions before the formal consent process begins.
  • Support a transparent and consistent approach to requesting medical information.
Pre-consent notification for medical report request email script template
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What's included in this template?

This template brings together the key information, sections and considerations you need to create a clear, comprehensive and professional HR document. Preview the document below.

  • Pre-consent notification email wording
  • Explanation of the purpose of a medical report
  • Employee communication and reassurance wording
  • Confidentiality and data protection wording
  • Reference to the formal consent process
  • Guidance on communicating with employees about medical information
Template

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Email

Subject: Proposed request for medical information

Dear [Employee Name],

Following our recent discussions regarding your health and its potential impact on your work and/or absence, I am writing to explain that we are considering requesting a medical report from your GP or treating clinician.

The purpose of obtaining a report would be to help us better understand your

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£12.99
Specifications
Access 12 months, with updates
Length 2 pages • 281 words
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Last update 10/10/2026
Update reason Description update.
Next review 10/04/2027
Delivery & Format Instant digital delivery, .doc · .txt · email

What is a pre-consent notification for medical report request email script?

Pre-consent notification for medical report request email script template preview

A pre-consent notification email is used when an employer is considering requesting a medical report from an employee's GP or treating clinician. It explains why the employer believes further medical information may be helpful, how the information could inform employment decisions and what the employee can expect from the process.

The email supports open communication before the formal consent process begins. It is particularly useful when managing long-term sickness absence, planning a return to work or considering whether medical advice may help identify appropriate workplace adjustments.

What is it used for?

The script can be used to introduce a proposed medical report request where an employer needs further information about an employee's likely recovery, functional restrictions, fitness for work or potential adjustments. It helps explain the purpose of the request without asking the employee to provide detailed medical information by email.

Who should use it?

The template is suitable for HR professionals, line managers and business owners responsible for managing sickness absence and employee wellbeing. It is particularly useful where HR wants a consistent, sensitive approach to communicating with employees about medical evidence.

When should it be sent?

The email should normally be sent after the employer has identified a legitimate reason for considering a medical report and established what information would be helpful. It should be sent before the formal notification and consent process, allowing the employee an opportunity to ask questions or discuss any concerns.

What happens next?

If the employer decides to proceed, HR should provide the appropriate formal notification and consent documentation, including information about the employee's rights under the Access to Medical Reports Act 1988 where applicable. The employer must obtain the required consent before applying for the report. The eventual report should be considered alongside discussions with the employee, the requirements of their role and any relevant legal obligations.

Best in class example

An employee has been absent from work for eight weeks following surgery. Their fit note confirms that they are not currently fit for work, but the employer needs further information to understand the likely recovery timescale and whether adjustments may support a return.

Following a welfare meeting, HR decides that a medical report from the employee's treating clinician may be helpful. HR sends the pre-consent notification email, explaining the purpose of the proposed request, the type of information sought and how it will be handled.

The employee asks whether the report will affect their job security. HR explains that the intention is to obtain relevant medical advice to support fair and informed decisions, and that the proposed request does not itself determine any employment outcome. HR then provides the appropriate formal notification and consent documentation.

Once the required consent has been received, HR submits focused questions to the clinician. When the report arrives, HR discusses the relevant findings with the employee and considers possible adjustments, return-to-work arrangements and any further support required.

The wider HR process

Related HR resources and workflow

Explore the HR resources that may be relevant before and / or after using the Pre-consent notification for medical report request email script, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.

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Managers guide to managing long term sick absence

This guide provides guidance on managing employees on long-term sick leave, including understanding legal obligations, conducting effective communication, implementing reasonable adjustments, and exploring return-to-work options.

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Pre-consent notification for medical report request email script
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Letters
Medical report consent request to employee letter

This Medical Report Consent Request to Employee Letter asks an employee for permission for the employer to approach their doctor for a medical report.

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Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the Pre-consent notification for medical report request email script should be used, helping ensure each step is handled consistently and appropriately documented.

Step Description Responsibility Timing (Days from Issue)
1 Review the Circumstances: Assess the employee's absence, existing medical evidence and workplace situation. Establish why a medical report may be needed and what decisions it will help inform. HR / Line Manager Day -7 to Day -5
2 Define the Information Required: Identify focused questions about recovery, functional restrictions, fitness for work or potential adjustments. Consider whether existing evidence or occupational health advice would be sufficient. HR / Management Day -5 to Day -3
3 Send the Notification: Complete and send the email explaining the proposed medical report request, its purpose and how the information will be handled. Invite the employee to raise questions. HR / Line Manager Day 0
4 Complete the Formal Consent Process: Respond to the employee's questions and, if proceeding, provide the appropriate formal notification of rights and consent documentation. Do not apply for the report until the required consent has been received. HR Day 1 to Day 7, allowing additional time where reasonably necessary
5 Submit the Request and Follow Up: Once the required consent is received, submit the medical report request with focused questions, record the process securely and arrange a review of the advice when received. HR / Management After consent: Submit promptly and review progress after 10–15 working days, subject to the clinician's timescales.
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Common mistakes

Understand the common mistakes to avoid when using this HR template, helping you reduce risk, prevent unnecessary costs and ensure the process is handled correctly.

  • Sending the notification without establishing a clear and legitimate reason for requesting a medical report.
  • Treating the preliminary email as formal notification of statutory rights or as the employee's consent.
  • Applying for a report before obtaining the required consent.
  • Requesting excessive medical information instead of focusing on relevant employment questions.
  • Failing to explain how the report will be used, who may access it and how confidentiality will be maintained.
  • Making employment decisions based solely on the report without considering the employee's views, individual circumstances and relevant legal obligations.
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HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

Employers should handle medical report requests carefully, ensuring employees understand why information is being sought, that the appropriate consent process is followed and that health information is processed lawfully and confidentially. A pre-consent notification email supports transparent communication but does not replace any formal statutory notification or consent requirements.

Access to Medical Reports Act 1988

Where the Access to Medical Reports Act 1988 applies, employers seeking a report from a medical practitioner responsible for the employee's clinical care must follow the statutory notification and consent requirements before making the application. The employee has rights that include withholding consent to the application, requesting access to the report before it is supplied, requesting amendments to information they consider incorrect or misleading, and withholding consent to the report being supplied after seeing it. An employee who wishes to see the report before it is supplied generally needs to contact the doctor within 21 days of the application to arrange access. The relevant legislation is available at https://www.legislation.gov.uk/ukpga/1988/28/section/3 and the ACAS template letter is at https://www.acas.org.uk/template-letter-to-a-worker-asking-for-permission-for-a-doctors-report.

The preliminary email is an introductory communication and does not replace the formal notification of rights and consent documentation. Employers should ensure the formal process is completed before applying for the report.

UK GDPR and Data Protection Act 2018

Health information is special category personal data. Employers must identify an appropriate lawful basis under Article 6 UK GDPR and a relevant condition under Article 9, together with any applicable requirements under the Data Protection Act 2018. Consent to a medical report request should not automatically be treated as the employer's lawful basis for processing health information. Employers should explain how the information will be used, restrict access to those who need it for legitimate purposes, store records securely and retain them only for an appropriate period. The Information Commissioner's Office guidance is available at https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/employment/information-about-workers-health/data-protection-and-workers-health/.

Equality Act 2010

Where an employee may be disabled within the meaning of the Equality Act 2010, employers should consider whether they have a duty to make reasonable adjustments. Medical advice may help identify suitable adjustments, but the employer must assess the employee's individual circumstances and should not rely solely on a diagnosis to determine what support is appropriate. Employers should consider whether changes to working arrangements, duties, hours or the workplace may help the employee remain in work or return safely.

ACAS guidance and good HR practice

Employers should explain why medical information is being sought, involve the employee in the process and handle information confidentially. Questions should be proportionate and relevant to the employment issue. The report should inform decision-making rather than replace discussions with the employee or the employer's own assessment of the circumstances. Where appropriate, employers should also consider whether an occupational health referral would provide the relevant advice. ACAS guidance on occupational health is available at https://www.acas.org.uk/using-occupational-health-at-work/using-occupational-health-to-help-someone-at-work.

Jurisdictional considerations

The Access to Medical Reports Act 1988 does not extend to Northern Ireland, where separate legislation applies. Employers should confirm the applicable legal requirements for their jurisdiction and the type of medical report being requested before starting the process.

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FAQs

Is a pre-consent notification email legally required?

A separate preliminary email is not universally required. However, where the Access to Medical Reports Act 1988 applies, employers must follow the statutory notification and consent requirements before applying for a medical report. This email is an introductory communication and does not replace the formal process.

Can an employer request a medical report without the employee's consent?

Where the Access to Medical Reports Act 1988 applies, the employer must obtain the required consent before applying for the report. Employers should follow the applicable legal requirements before contacting the employee's treating clinician for a report.

What happens if an employee refuses consent?

The employee can withhold consent. The employer should explore their concerns, explain why the information may be helpful and consider whether alternative evidence is available. Any subsequent employment decisions should be based on the information reasonably available and take account of the employee's circumstances and applicable legal obligations.

Can an employee see the medical report before the employer receives it?

Where the Access to Medical Reports Act 1988 applies, an employee can request access before the report is supplied. They generally need to contact the doctor within 21 days of the employer's application to arrange access. They may also request amendments to information they consider incorrect or misleading and, in certain circumstances, ask for a statement of their views to be attached.

Why use HRDocBox?

HRDocBox provides practical, customisable UK HR resources designed to help employers manage sensitive workplace processes consistently. This email script offers a structured starting point for communicating a proposed medical report request, while allowing employers to adapt the wording to the employee's circumstances and their own procedures.

Why use HRDocBox rather than asking AI to create the email?

AI can generate basic email wording, but HR documentation needs to reflect the relevant legal framework and the practical requirements of the employment process. HRDocBox provides purpose-built HR resources informed by UK employment practices and practical application, helping reduce drafting time and support consistency. Templates should still be reviewed against current legislation and the circumstances of the individual case.

How this content is developed and reviewed

The Pre-consent notification for medical report request email script template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

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 sick management HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

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