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Signing up as a customer means that you can seamlessly access all your occupational health needs without having to go through an online payment process. When you register an account, you will become a Optima Health customer and we will invoice your business for any online orders.

OH Direct

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Make a Management Referral

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Make a Management Referral

Refer an employee and receive clear, concise, evidence-based advice from our multi-disciplinary Occupational Health team on how you can help employees to return to work following sickness absence or what you can do to help them stay at work if they have a health condition.

Select Clinician

Mental Health Practitioner

Mental Health Practitioners are specially trained to deal with common mental health conditions such as Stress, Anxiety and Depression. They provide work focused psychological assessments and use evidence-based CBT treatment techniques.

£190 per consultation

Occupational Health Physiotherapist

Physiotherapists provide assessment, diagnosis and treatment for Musculo-skeletal conditions such as back pain, strains and sprains. Optima Health Physiotherapists have all received additional training in occupational health that meets the standards of the Association of Chartered Physiotherapists in Occupational Health and Ergonomics (ACPOHE).

£190 per consultation

Occupational Health Advisor

An Occupational Health Advisor is a nurse that has completed additional training in occupational health and can provide assessments regarding fitness to work. They produce an impartial, confidential, and comprehensive report to both the employee and employer regarding work capability and any workable adjustments.

£190 per consultation

Occupational Health Physician

An Occupational Health Physician (OHP) is a doctor that has completed additional training and has specialised in occupational health. They are accredited by the Faculty of Occupational Medicine and deal with complex cases including co-morbidities, or cases that could potentially lead to termination of employment on ill-health grounds or ill-health retirement.

£375 per consultation

Complete form

Watch our short training video for tips on how to make an effective management referral

Privacy Information

I have provided the employee I am referring with access to Optima Health's Privacy Statement which clearly explains in detail how, where and when their personal and health data will be processed.

In ticking this box, I confirm that I have made the employee aware that I am making this referral and I can confirm that the employee is aware of the purpose and content of the referral.

I understand that all information about the employee I am referring will be held securely, and if the employee wishes to gain access to their medical information, they can do so by requesting access in writing to Optima Health.

Line Manager/HR Details

Line Manager's Name*

Line Manager's Email*

Line Manager's Telephone*

Employee Details

Title

First Name*

Last Name*

Date of Birth*

Unique Employee ID (E.g. Employee Number)

Secondary Reference Number

Job Role/Title*

Address line 1*

Address line 2*

Address line 3

City*

Country

Post code*

Email (Work or Personal)*

Confirm email address*

Mobile Telephone*

Home Telephone

Work Telephone

Organisational Info

Organisation*

Employee benefits

Standard Hours per Week

Employee Assistance Programme

Physiotherapy Access

Absence Details

Is the Individual Currently Absent from Work?* Yes No

First Date of Absence*

Has the Individual Previously Been Referred to OH? Yes No

Is the individual currently on any form of restricted duties or phased return to work, either short term or long term?* Yes No

Please provide further details.

Reason for Referral

Recurrent Short Spells of Absence Causing Commercial Harm

Prolonged Sickness Absence (give date when absence commenced, and any diagnosis given)

Mental Health Condition (stress, anxiety, depression)

Musculoskeletal Condition

Fitness for Work

Fitness to Attend Disciplinary Hearing/Meeting

Assessment of Fitness Following an Accident at Work

Job Requirements will be Changing/Have Changed

Poor Performance at Work

Suspect Alcohol or Drug Misuse

Ill Health Retirement

Specific Questions to be Answered by Clinician

Is the ill health work related?

Likely date of return to work

Do any temporary or permanent restrictions apply? and if so, for how long?

Should there be any adjustments to their days/hours of work to help facilitate their return to work? and if so, how long would this adjustment to days/hours be required?

In your opinion, would this person's condition be covered by the Equality Act 2010? and if so, what adjustments should be considered? (Please note that this is purely an opinion and is ultimately a decision for the courts as to who is covered by the Equality Act 2010)

Is the individual fit to continue in their current post?

Is the individual medically fit to attend disciplinary hearing/meeting?

Is the individual likely to render a reliable service and attendance in the future?

Does the individual have a health condition that could lead to impaired performance? If so, in what areas and for how long is it likely to continue?

Would a further referral to a specialist (e.g. counselling/physiotherapy) aid the individual's recovery?

Job Role Details

Prolonged Standing

Prolonged Sitting

Driving

Walking

Climbing

Exposure to Night/Shift Work

Lifting or Carrying Heavy Items

Twisting

Pulling

Pushing

Computer Work/Display Screen Equipment

Working in Confined Space

Working with Chemicals

Working with Biological Agents

Working with Machinery

Working with Dust or Fumes

Exposure to Noise Hazards

Outside Work

Occasional Overseas Travel

Exposure to Workplace Stress (Deadlines/Targets)

Other