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Thank you everyone for the replies.

I agree with the confidentiality issue, similarly to Paul, the contract I do
everything has to go through HR who then have to justify it to management,
so HR want to make sure the 2 half day sessions I provided a month are used
productively.

I've now done a very generic form that HR has agreed will be completed by
the individual and placed in an envelope for me, so HR won't know what they
are being seen for. Yes I know so why do they need a form. Keeps HR and
management happy, (more a paper exercise - but it might initially mean more
paperwork (yuk!), I can then use it for stats and try to get rid of the form
at a later date.

Many thanks

Clare

Clare McArdell
RGN RSCPHN-OH BMed Sci Dip N
Occupational Health Nurse Specialist

OHCI Limited
Dovedale
Rue des Caches
St Martin
Guernsey
GY4 6PH

Tel:     +44(0)7781 125792
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-----Original Message-----
From: [log in to unmask] [mailto:[log in to unmask]]On
Behalf Of Jane Fairburn
Sent: 25 June 2007 15:21
To: [log in to unmask]
Subject: Re: [OCC-HEALTH] Self Referral forms


Our standard referral form has various 'reasons for referral' and one of
them is 'self referral' where the colleague believes that health is
impacting work or work impacting health - no other information is
required at that stage.

We do however get self referrals which are, in reality management issues
e.g. requests for shift changes (!) or better PPE footwear (!) amongst
them at times but mostly it is a helpful opportunity to provide
assistance. A report is provided for the HR file which simply states e.g
self referred, issues discussed, no impact on deployment or give
information if there is a minor adjustment which could help.

With regards,
Jane
Jane Fairburn BSc (Hons) RSpCPH (OH) CMIOSH
Occupational Health Services Director

Mobile 07770 638 268
Office  01925 227 000
Direct  01925 294 775
-----Original Message-----
From: [log in to unmask] [mailto:[log in to unmask]] On
Behalf Of Paul Darcy
Sent: 25 June 2007 14:38
To: [log in to unmask]
Subject: Re: [OCC-HEALTH] Self Referral forms

Hi Clare,

I'm sorry I don't have a form to share as most of our clients have an
informal arrangement for self-referrals.

However I disagree with Elaine as I think it is reasonable if a
contract specifies that HR are gatekeepers to appointments, it is fine
for employees to tell their HR what the appointment is for.  Otherwise,
you are in breach of contract if you see employees without them coming
via HR.

You can only provide a service that you are contracted to provide and
sometimes this means that operational processes are not ideal.  In these
circumstances you are not breaking confidentiality as it is the employee
disclosing to HR the reason for their request to see you.

Of course it is preferable for employees to feel that they have
unrestricted access to OH without their employer knowing about their
attendance.  It is therefore useful to negotiate with the client before
signing the contract about the advantages of having a different model of
service provision using Elaine's suggestion of recording and reporting
on usage stats and outcomes.

We have contracts where all appointments either for self or manager
referrals are made through HR as we are only on their site 2 days per
week.  This works very well all round and encourages employees to have a
dialogue with HR and their manager about their health and wellbeing and
is also very convenient for us at it means that our time is not wasted
when we are on their site.

Best wishes

Paul


Paul D'Arcy,
Clinical Nurse Leader

Occupational Health
Hammersmith Hospitals NHS Trust


Developing And Supporting People To Make Healthcare Better

Direct Line  020 8383 3063 (Hammersmith)
                   020 8846 1134 (Charing Cross)



>>> [log in to unmask] 25/06/2007 >>>
Clare,
I don't use one- and HR don't need one surely as the reason for a self
referral is confidential.  You could provide HR with statistics for OH
referral.  Data could include eg numbers of staff, where/which dept
and
reasons for attending which could include managerial and self referral
reasons such as stress, MSD, depression etc
Elaine.

-----Original Message-----
From: [log in to unmask] [mailto:[log in to unmask]] On
Behalf Of Clare McArdell
Sent: 25 June 2007 13:09
To: [log in to unmask]
Subject: [OCC-HEALTH] Self Referral forms

For employees who self refer themselves to OH, does anyone have  or
use
a
form that that employee completes prior to attendance, or does anyone
have
any suggestions.

The HR Manager for one of my clients wants a form completed prior to
them
attending OH, so they know OH isn't being used as a replacement for the

individuals own GP and therefore not wasting the time of a valuable
resource. I'm trying to base it on generic subjects and am in the
process
of designing one.

Many thanks
Clare



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