Refer a Client

Referral Sources

Who Can Refer to Us?

We accept referrals from a wide range of professionals and organisations.

💼

Case Managers

Independent and employed case managers

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GPs & Clinicians

NHS and private medical referrals

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Insurers

EL, PL, PI and health insurance referrals

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Local Authorities

Social care and housing departments

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Care Homes

Residential and nursing care providers

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Solicitors

Personal injury and clinical negligence

Our Referral Process

What Happens After You Refer

We have a clear, transparent referral pathway. Here's exactly what to expect:

1

Submit Referral

Complete our online referral form, call us, or email referrals@optimahealthsolutions.co.uk with client details and reason for referral.

2

Acknowledgement (Same Day)

We confirm receipt of your referral and allocate a named therapist within one working day.

3

Client Contact (Within 3 Days)

Your allocated therapist contacts the client directly to introduce themselves and arrange an appointment.

4

Assessment (Within 5–10 Working Days)

A comprehensive OT assessment takes place at the client's home, clinic, or another agreed venue.

5

Report Delivered

A detailed, clinically robust written report is sent to you within the agreed timeframe (typically 5 working days post-assessment).

Submit a Referral

Complete the form below and we'll be in touch within one working day.

Your Name *

Organisation *

Your Role *

Phone Number *

Email Address *

Client Details

Client Name *

Date of Birth

Client Location (Town/Postcode) *

Service Required *

Reason for Referral / Additional Information

Priority Level

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All information is treated with strict confidentiality in accordance with GDPR and NHS Code of Confidentiality.

Referral Information

What We Need From You

To process your referral quickly and ensure the right therapist is allocated, please provide:

Client's full name and date of birth
Client's address and contact details
Primary diagnosis or reason for referral
Your contact details and role
Any known risks or safeguarding concerns
Urgency of the referral
Funding source (self-pay, insurer, local authority etc.)
Any specific outcomes or reports required

Our Commitments

Our Referral Promises

We hold ourselves to the highest professional standards for every referral we receive.

Same-day acknowledgement of all referrals
Therapist allocated within one working day
Client contact within three working days
Assessment within 5–10 working days (routine)
Written report within 5 working days of assessment
Clear communication throughout the process
Named therapist as your single point of contact
Strict GDPR and confidentiality compliance