Referral process

Page updated: 24/05/2023

Your manager has a responsibility to complete risk assessments for jobs and send employees to Occupational Health if needed.

New starters

If you are a new employee to the authority and your job role highlights that you require health surveillance, this will be highlighted by the HR team at the beginning of your employment with us.

Occupational health will then contact you with an appointment before you start in your role.

Management referral process 

If your manager has identified via Risk Assessment that you require Health Surveillance they will refer you to see the OH Nurse.

Assistant Medical Secretary (AMS) will liaise with your manager. Available appointment slots will be allocated to your line manager.   Your manager will be asked to insert employees that they can release on particular dates/times in to the appointment slots and return to the AMS.

AMS will book employees in on the OH system and send appointment letters where appropriate. Find out more about your appointment.

An ‘Outcome of Assessment’ report will be sent to your manager within 5 working days.

AMS notes next test dates and will contact manager annually/where appropriate for review.

Roles & Responsibilities

Employees should:

  • Co-operate by attending Health Surveillance programs (if a need is identified) in order that health and safety duties under law are met.
  • Report any symptoms of ill health as soon as you notice them so that prompt action can be taken to prevent further harm.
  • Take reasonable care for the health and safety of yourself and of other persons who may be affected by your acts or omissions at work.
  • Notify any shortcomings in the health and safety arrangements, even when no immediate danger exists, so that your manager can take remedial action if needed.

Managers should:

  • As is reasonably practicable, ensure the health, safety and welfare of all of its employees.
  • Ensure risk assessments are carried out and reviewed regularly and Safe Working Systems are put in place.
  • Assist employees to understand the need for and the benefits of Health Surveillance by explaining the purpose and the process.
  • Encourage employees to take part positively and co-operate fully in the Health Surveillance programme, explaining its importance and relevance to them.

Health and Safety Advisors should:

  • Give advice to you and your managers regarding risk assessments, Safe Systems of Work and health surveillance requirements.
  • Assist Occupational Health in setting up new or revising health surveillance programs with the managers.
  • Assist managers to monitor and review risk assessments, Safe Systems of Work and health surveillance requirements.

Occupational Health Practitioners should:

  • Carry out health surveillance as per protocols and Health and Safety Executive legislation and guidance. 
  • Give advice to you on following Safe Systems of Work, using appropriate Personal Protective Equipment and on reporting any concerns regarding your health.  
  • Inform you of any possible health concerns and refer you to the appropriate medical practitioner.