Welcome and introduction


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

  • What makes a good report?
  • What information should it contain or not contain?
  • 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
Prof Diana Kloss, barrister

  • Importance of record keeping
  • Complying with data protection principles in the data protection act, the general data protection regulation and the equality act
  • Consent and confidentiality including timescale for consent and if the employee refuses consent
  • GMC and FOM guidance
  • Special issues for OH nurses and OH physicians
  • 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



Effective OH reports in practice
Sandra Winters and Dr Nerys Williams

  • This interactive session is designed to bring together all the skills 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

How will attending this training benefit you?

  • Learn how to write concise, robust OH reports that will stand up to scrutiny in a court or an employment tribunal
  • Find out how to comply with the latest legislation, including the new Data Protection Act and EU General Data Protection Regulation
  • 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

This conference is designed for:

  • Occupational health nurses
  • Occupational physicians
  • Allied professionals working in OH

About our expert tutors

Sandra Winters Sandra Winters is managing director of Organisational Wellbeing Limited, and was previously head of health and wellbeing for NHS England. She is a nurse consultant in occupational health, and specialises in the strategic development of workplace health and wellbeing. Her previous experience encompasses NHS acute healthcare settings, local authority, education and manufacturing. Sandra has led and achieved SEQOHS accreditation for two NHS Trusts. She is president of the Faculty of Occupational Health Nursing.

Dr Nerys Williams Nerys is a specialist in occupational medicine and has worked in public and private sector occupational health roles for over 20 years. She is a former deputy director of health and wellbeing at the Department for Work and Pensions (DWP) and a non executive director in one of the largest NHS mental health trusts in the country. She has extensive audit experience and is the current clinical appraisal lead for the
Society of Occupational Medicine.

Prof Diana Kloss is a barrister, former employment judge and honorary senior lecturer in OH Law at the University of Manchester. Her publications include Occupational Health Law (6th edition, Wiley Blackwell, 2020), and Discrimination Law and OH Practice for The At Work Partnership. She is an honorary fellow of the Faculty of Occupational Medicine, an ACAS arbitrator, and in 2009, was awarded an MBE. Diana is honorary president of the Council for Work and Health and is a visiting professor at London South Bank University.

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