Occupational Health Referrals: What Actually Happens

The email lands on a Tuesday afternoon: we'd like to refer you to occupational health. And your stomach drops, because it reads like the beginning of the end. That reaction is so common that Acas has written about it — people frequently take an occupational health referral as a step on the road to dismissal, rather than what it is designed to be.

It is meant to be the opposite. An occupational health referral exists so that decisions about your job get made with medical input instead of guesswork. If you have POTS, hEDS, MCAS or any other condition your manager doesn't understand, that shift is usually in your favour — because right now they are deciding based on what they can see, which is someone who keeps disappearing.

Occupational health referral paperwork and adjustment request documents on a desk

Walk in with a pattern, not a memory.

Ten days of numbers say more at an assessment than any sentence you can improvise on the spot.

🩺 What occupational health is actually for

Occupational health is a medical service, but it is not your medical care. The clinician isn't there to diagnose you, treat you, or second-guess your consultant. They are there to answer a narrow set of questions your employer has asked, in work terms: what you can do, what you can't do reliably, what would change that, and roughly for how long.

That narrowness is worth understanding, because it explains a lot about how the appointment feels. Nobody is going to explore your full history. They want to know whether standing for forty minutes is the problem, or whether it's the 8am start, or the strip lighting, or all three.

In the UK, an occupational health professional can also give an opinion on whether you meet the Equality Act 2010 definition of disability — a physical or mental impairment with a substantial and long-term negative effect on your ability to do normal daily activities. That opinion isn't a court ruling, but it changes the conversation, because the duty to make reasonable adjustments follows from it.

✅ The consent rights that stay yours

This is the part almost nobody is told, and it changes how the whole process feels.

  • Your employer should speak to you about the referral and obtain your consent before making it.

  • You have the right to see the report before it is released to your employer — and you can refuse consent for it to be released at all.

  • If a doctor carries out the assessment, your employer must inform you in writing of your rights under the Access to Medical Reports Act 1988.

  • If the occupational health adviser wants information from your own GP or specialist, you have to sign a separate consent form, and you have the right to see that report before it goes to them.

  • Your employer should tell you how they are storing and using the report, and how to withdraw your consent later if you change your mind.

Refusing consent isn't free, though, and it would be dishonest to pretend otherwise. If you block the report, your employer is left making decisions on what they already know — which is usually less than you'd like. Acas is direct about this trade-off. The right exists to protect you from a report that misrepresents you, not as a routine move.

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📋 How to prepare in twenty minutes

The single most useful thing you can do is arrive with your limitations already described in work language rather than symptom language. "I get dizzy" is a symptom. "I can't stand at the counter for more than about fifteen minutes before I need to sit, and it's worse before lunch" is a work limitation, and it converts directly into an adjustment.

Write one page before you go. Three headings is enough: what my job asks of me, where it goes wrong, and what has helped when I've tried it. Bring dates. If you've been tracking symptoms, bring the pattern rather than the notebook — a month of morning heart-rate readings is far more persuasive than a good description.

Ask, in advance, for a copy of the referral form or at least the list of questions your employer has asked. You are entitled to know what is being asked about you, and it lets you prepare answers instead of being ambushed by them.

📄 What the report says, and what to do with it

The report goes back to your employer answering their questions: whether you're fit for work with or without adjustments, what adjustments are suggested, likely prognosis, and when to review. Good practice is that nothing in it surprises you — the clinician should have discussed the gist before sending it.

Read it properly when it arrives. Two things go wrong often enough to watch for: an adjustment you never discussed appearing as a recommendation, and a symptom being described as "reported" in a way that quietly signals doubt. Both are fixable if you raise them before release, and much harder afterwards.

The report is advice, not an instruction. Your employer decides what to implement. If they ignore recommendations entirely, that refusal is now documented — which is exactly why the paper trail matters.

Put it in writing before the meeting.

A short formal letter turns "we'll look into it" into something with a date on it.

Common questions

Can I refuse to attend occupational health?

Will occupational health tell my employer my diagnosis?

Is an occupational health referral the same as being put on a capability process?

Do I get paid for the time?

Sources

Continue reading

The two pieces that pair with this one — one for the formal letter that opens the process, one for the informal email that often comes first.

⚕️ This article is general information, not legal or medical advice. Employment rules differ by country and by employer. If your job feels at risk, speak to an employment adviser, a union representative or a solicitor.