Remote Case Management By Anne Kennaugh

1. Remote Case Management By Anne Kennaugh

2. What is Remote Case Management? • Our definition: • Occupational health advice for an individual that can be given on the basis of a telephone consultation along with other medical reports as required. The OHA is unlikely to be based within the employer’s premises or to have face to face contact with the employee concerned.

3. Provides national coverage No requirement to have an OHA on site Cost effective for clients Time effective for OH Easy access for employee and employer Central point of contact with good knowledge of client Remote Case Management

4. Referral Initial Contact Case Plan Review Closure Key Elements

5. Employee details Reason for referral Employee notified Employee job activities Employee contact while absent Existing adjustments What do they want to know? Referral from manager

6. Preparation Refer to telephone consultation checklists Establish role of OH, reason for referral and confidentiality Take medical history Record current treatments Agree any actions and date of next contact Initial Contact

7. Considerations Medical report OH examination / consultation Intervention treatments Other healthcare providers i.e. PMI, EAP Workplace assessment Workplace adjustments Discuss/negotiate any possible adjustments with HR or line manager Agree timeframes if appropriate Send first report to management Case Plan

8. Regular reviews, how frequently depends on need of individual case Preparation, review GP/OH reports Treatments Past notes Re-establish with employee current functional capacity Discuss reasonable adjustments Look for return to work opportunities Agree actions and date for next contact Send updated OH report to management Review

9. Challenging! Agree rehabilitation plan with employee and manager Close case or if necessary Allow one review half way through rehabilitation plan. Closure

10. Potential difficulties • Functional assessment • Stress related symptoms • Extended absence • Disciplinary process

11. Overcoming Potential Difficulties • Use of Occupational Physician for functional assessment • Appropriate questioning within the telephone consultation • Timely, targeted reports from GP/Specialists • Always keep OH remit in mind do not get involved in areas beyond this.

12. Other considerations • If central point of contact, OH are able to liaise with other providers • Good opportunity to provide overview of service • Centralised OH team, so better able to work effectively • Better use of resources

13. Clients require regular and efficient responses Must show good understanding of client and their work Consistent OHA team preferred OHA team must use opportunities to meet client Remote does not mean faceless Working Partnership with Client

14. www.grosvenorhealth.com Tel. 0845 260 0690