What happens at an occupational health referral?
It is an assessment to advise the employer on your fitness for work and what adjustments might help — not a treatment appointment, and not a disciplinary step, though it frequently feels like one when it arrives unexpectedly.
Why employers refer. Commonly after a period of sickness absence, on return from long-term absence, where a health condition may be affecting work, where adjustments are being considered, or as part of a routine requirement for certain roles.
Who the clinician works for. They are engaged by the employer, but they are a registered health professional bound by professional standards and confidentiality. They are independent in their clinical judgement — they are not there to manufacture a conclusion the employer wants.
What actually happens:
The employer sends a referral letter with specific questions. You are generally entitled to see it, and reading it is worthwhile, because the report answers those questions.
An appointment, frequently by telephone or video, discussing your condition, treatment, how it affects your work, and what might help.
A report goes to the employer.
The consent and disclosure part, which matters most:
Your consent is required for the assessment and for the report to be released.
You can usually ask to see the report before it goes to the employer, and you can request factual corrections. You can withdraw consent for it to be sent — though the employer will then make decisions without it, which is rarely in your interest.
Your medical details are not handed over wholesale. The report addresses fitness, functional capability, prognosis, likely adjustments, and whether the condition may amount to a disability in legal terms. Clinical detail is included only as needed to support that advice.
The advice is advice. The employer decides what to do with it and is not bound by it — though ignoring it, particularly on adjustments, carries legal risk for them.
Be candid about functional limits, since vagueness produces a vague report that helps nobody.