Summary
In short
- A health referral record is a record used in KnowHealth that records a referral to occupational health, with the reason and what is being asked. It is built against Privacy legislation and forms part of the Occupational Health Surveillance programme.
- Raised by a manager or the worker. Managed by HR or occupational health.
- The template holds 44 fields across 4 sections.
- Privacy legislation is privacy and data protection law. Obligations on holding personal data, including lawful basis, retention and individual rights.
- It connects to the rest of the library: links Worker.
What it is
What it is
What is a health referral record?
A health referral record is a record used in KnowHealth that records a referral to occupational health, with the reason and what is being asked. It is built against Privacy legislation and forms part of the Occupational Health Surveillance programme.
When is a health referral record completed?
A health referral record is completed at the moment the event happens, rather than reconstructed afterwards. Raised by a manager or the worker.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form HREF-2026-000
- You are running the Occupational Health Surveillance programme and this is one of its steps
- A linked record needs this one to exist: links worker
Not for
- Health Surveillance Plan, which sets out which workers need which health checks, how often and why.
- Pre-Placement Health Assessment, which assesses whether a worker can safely perform the physical demands of a role, before they start.
- Periodic Health Assessment, which a scheduled health check for workers exposed to specific hazards.
- Anything outside KnowHealth, which belongs in the workspace that owns that process
Standards
What it is built against
Privacy legislationPrivacy and data protection law
Obligations on holding personal data, including lawful basis, retention and individual rights.
FAQ
Frequently asked questions
What is the health referral record template based on?+
It is built against Privacy legislation. Privacy legislation is privacy and data protection law. Obligations on holding personal data, including lawful basis, retention and individual rights.
What sections does the health referral record contain?+
There are 4 sections: header, the referral, appointment, advice received. Together they hold 44 fields, 25 of which are required.
How often is a health referral record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form HREF-2026-000, so it can be traced and referenced from other records.
Which programme does the health referral record belong to?+
It is part of Occupational Health Surveillance. A monitoring plan per exposure group, with surveillance findings feeding back into the controls.
Can the health referral record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the health referral record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowHealth — employee wellbeing. Exposure monitoring, health surveillance, case management and return to work.
Meet KnowHealth→Sources
Sources
- Privacy legislation — Privacy and data protection law