23/04/2026
📝 Management Referral Checklist: Are you including everything you need?
A well-prepared management referral can make all the difference in getting clear, practical Occupational Health advice.
If you’re unsure what to include, or when to refer, this quick checklist can help 👇
📌 When should you refer?
- Ongoing or repeated sickness absence
- Concerns about mental or physical health impacting work
- Supporting a return to work after absence
- Uncertainty around reasonable adjustments
- Performance concerns linked to health
📌 What information should you include?
- Clear reason for the referral
- Employee’s role and key duties
- Current concerns (attendance, performance, behaviour)
- Relevant absence history
- Specific questions you want answered
- Any adjustments already in place
💡 Top tip: The more detailed and focused your referral, the more useful and actionable the advice you’ll receive.
Getting it right from the start = better outcomes for both the employee and the business.
If you need support with a referral or have a complex case, our team is here to help.
📞 01260 277797
📧 website@acornoh.co.uk