Registration and coffee


Welcome and introduction


Setting and meeting management and employee expectations for OH reports
Sandra Winters, Organisational Wellbeing Ltd

  • What is the report for?
  • What information should it contain?
  • What it should not contain
  • What makes a good report?
  • Establishing a service-level agreement
  • What makes a good case referral? Advising managers on good practice
  • Ensuring the worker’s consent for the referral



Ensuring the legal and ethical compliance of your organisation’s OH reports
Nick Hanning, Dutton Gregory LLP

  • Importance of record keeping
  • Consent and confidentialityincluding timescale for consent and if the employee refuses consent
  • GMC and FOM guidance
  • Special issues for OH nurses and OH physicians
  • Complying with data protection principles and the Equality Act
  • OH reports as evidence in employment tribunals and personal injury cases
  • Court orders – releasing records in legal cases
  • Defending your report in the tribunal

Legal Q &A
Your opportunity to ask questions about OH reports and the law




The OH consultation and records
Dr Nerys Williams, independent OH Physician

  • Setting up the consultation
  • Practical issues – including consent to the OH assessment
  • History taking and forming an opinion
  • What if the employee disagrees?

Effective OH reports
Dr Nerys Williams, independent OH Physician

  • Content
  • Language and terminology
  • Key phrases to use or avoid
  • Time management
  • Standard forms and templates
  • Obtaining consent to release the report to the employer



Practical session – writing effective reports in practice
Sandra Winters and Dr Nerys Williams

  • This interactive session is designed to bring together all the skills that you have learnt during the day, so that you can see how they can be applied in your own practice.

Audit, quality control and maximising the usefulness of OH reports
Dr Nerys Williams, independent OH Physician

  • Auditing your OH reports
  • Using records to identify wider OH issues
  • Importance of getting OH reports right

Final questions


Close of day

Benefits of attending


  • Learn how to write concise, robust OH reports that will stand up to scrutiny in a court or an employment tribunal
  • Gain an understanding of the whole process of report writing – from the initial referral to the final report – in order to maximise the usefulness of the report to management
  • Enhance your report writing style – do’s and don’ts of report writing in practice
  • Improve your ability to identify the type and quantity of information required to produce reports of the highest standards
  • Understand how to audit and improve your clinical record keeping and reports
  •  Receive detailed, clear documentation to help you when you are writing your OH reports

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