Avon Partnership Occupational Health Service Making an on

Avon Partnership Occupational Health Service Making an on line management referral Please click on view tab. Then click on notes page. The notes are required for you to understand the training. Investing in good health at work

Preparation Avon Partnership Occupational Health Service • Before you make a referral discuss the reasons with your team member, the individual you wish to refer • Think about what you want to get out of the referral • The individual must be aware of the reason for the referral and give consent Investing in good health at work

Why refer? Avon Partnership Occupational Health Service • • Long term sickness absence Multiple short spells of absence Declared health issue Performance/behaviour issue relating to health • Ill health retirement Investing in good health at work

So let’s get started Avon Partnership Occupational Health Service • You and the individual will need to create OH portal accounts • You must use company reference U 1000358 for UHB • You will receive an account verification email containing a link • As part of verification you will be asked to enter personal details including your National Insurance number (your unique identifier) • Follow the instructions in the next section Investing in good health at work

Creating an OH portal account Avon Partnership Occupational Health Service • Use the link to access the portal https: //avonpartnership. eopas. co. uk/ Select ‘sign up now’ Investing in good health at work

Top tips Avon Partnership Occupational Health Service • Register with your preferred email account • You will receive an account verification email containing a link • Click on this link to activate your OH portal account • You must do this within 48 hours • You will be asked to fill in personnel details • Your OH portal account is set up! Investing in good health at work

Creating a management referral Avon Partnership Occupational Health Service Select ‘load new questionnaire from the left hand menu Investing in good health at work

Next step First select ‘management referral form’ Avon Partnership Occupational Health Service Then select ‘continue’ Investing in good health at work

Fill in the form Avon Partnership Occupational Health Service • You will be guided through the form • Please give as much information as you can • Be as clear as you can about what you want to know • You can add attachments e. g. sickness absence record or job description Investing in good health at work

Save the form Avon Partnership Occupational Health Service Select ‘save form’ Investing in good health at work

Next step Avon Partnership Occupational Health Service Select ‘Yes’ Investing in good health at work

What happens next? Avon Partnership Occupational Health Service • We will review your referral and make an appointment • The appointment details will be sent to you, copied to the individual you have referred • Please check to ensure that the individual confirms attendance as soon as possible Investing in good health at work

Late cancellations and no shows Avon Partnership Occupational Health Service • If the individual cancels their appointment with less than 24 hours notice or does not attend on the day, we will inform you and your organisation may be charged for the appointment • We will not rebook the individual's appointment automatically • You will need to re-refer by creating a new management referral on the OH portal Investing in good health at work

Cancellation with more than 24 hours notice Avon Partnership Occupational Health Service • We will re-book the appointment Investing in good health at work

Assessment and Final Report Avon Partnership Occupational Health Service After the individual attends their assessment at OH, the final report is created by OH You can view the final report by logging onto your portal account providing the individual has given consent to you, the manager to view their report during assessment at OH The final report is attached to the management referral, available on the portal The table below identifies the status of forms on the portal Status New Ready for Promotion Meaning of Status Draft not submitted OH management referral is with Admin at OH Promoted OH management referral is being dealt with and is ready to be triaged by the nurse Investing in good health at work

After the assessment Avon Partnership Occupational Health Service • The OH professional will write a report • The individual can see the report if they choose to before it is available for you to view on the OH portal • The individual can correct inaccurate facts but not change the clinical opinion or recommendations • The final report will be posted to the OH portal for you to view Investing in good health at work

More top tips Avon Partnership Occupational Health Service • The referral process must be open and transparent • It’s a supportive process • You may wish to discuss the referral with your HR Advisor • If you’re not sure whether or not to refer – call and ask us • Please don’t tell us the individual’s name at this point as we won’t have their consent to speak to you Investing in good health at work

Our contact details Avon Partnership Occupational Health Service Email: occupationalhealth@uhbristol. nhs. uk Website: www. apohs. nhs. uk Investing in good health at work

Thank you Avon Partnership Occupational Health Service • We hope this training has been useful • If you have any comments about this training please let us know Investing in good health at work