Occupational Health Digital Templates for Clinicians: Fitness for Work, Case Management, Management Referral Work

Bring confidence and consistency to your Occupational Health (OH) assessments with this editable Management Referral Template Pack - designed by a Specialist Occupational Health Nurse, for Occupational Health Nurses, Advisors, Clinicians, Student Nurses, and AHPs.

These templates guide you step-by-step through key assessment areas, including occupational history-taking, medical, health, and psychosocial assessment, functional capacity evaluation, and prompts for work adjustment and fitness-for-work determination. Whether you’re working independently or within a corporate OH service, these templates help you complete high-quality, compliant documentation every time. Comprehensive clinical assessment and reporting templates are difficult to source; I wanted to create and share my own. I value authentic, human-brain-crafted content from people with expertise. That’s why none of my templates use AI-generated text or design — everything is researched, documented, and compiled manually.

Why you'll love the pack:

- Professionally structured and compliant with OH best practice

- Saves hours of writing and preparation time

- Promotes a holistic, person-centered approach to assessment

- Perfect for Occupational Health Nurses, Advisors, and Clinicians

- Beautifully formatted for clarity, professionalism, and impact

- UK Equality Act 2010 statements and practitioner assessment prompts are included, saving hours of preparation time. Statements can be changed to reflect your geographical area of practice and relevant local legislation.

Your pack includes:

~Cover page with links to standardized, well-validated assessment questionnaires

~Management Referral Form (for your clients) [6-page form]

~Clinical consultation and assessment template [6-page form]

~Occupational Health report template [3-pager]

~Work and Social Functioning questionnaire [1-pager]

~Invoice template [1-pager, clean and easy to follow]

~Action plan template (Word .docx and Excel versions) [2-pager buildable template]

The documents are in .docx format, and fillable PDFs are also provided (which means they are very easy to edit in Microsoft Word and can be tweaked to your consultation style). You can easily save your own versions as PDFs on a Mac or PC before saving or sending them to clients. These documents were designed by me, using Canva, Microsoft Word and Excel.

Refund statement

Instant download items cannot be returned, exchanged or cancelled. Don't hesitate to get in touch with me if you have any difficulties with the documentation.

Disclaimer

The information and wording in the documents can be tailored to your style and level of experience, and in line with your professional judgement as a practitioner. The purchasing practitioner assumes full responsibility for their own work.If you have any questions, please get in touch.