How to obtain and use medical reports on employees
Author: Lin Hinson
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- Be consistent when deciding when to obtain a medical report and include trigger dates in an absence policy.
- Identify and record the purpose of obtaining a medical report and familiarise yourself with the data protection principles.
- Remember that it is necessary to obtain the explicit consent of the employee and be aware of the requirements of the Access to Medical Reports Act 1988.
- Consider which medical adviser to instruct to prepare a report.
- Provide the medical adviser with relevant information about the workplace and the employee.
- Keep in mind the purpose of the report when deciding which questions to ask.
- Ensure that the report is kept confidential and secure and ensure that only the relevant people have access to it.
- Discuss the contents of the report with the employee with a view to agreeing an action plan.
- Consider any reasonable adjustments suggested in the report and discuss these with the employee.
- Be aware of the requirements for a fair dismissal and the duty to comply with the disability provisions of the Equality Act 2010 if considering dismissing the employee for capability.