Employee medical reports: employer checklist on AMRA 1988, UK GDPR/DPA 2018, OH involvement, consent, contractual rights, handling special category data, retention, disclosure and equality duties

Published by a LexisNexis Employment expert

Checklists

This is a Checklist of the main issues that an employer will need to consider when seeking a medical report on a current employee during the employee’s employment:

Clarify the objective of the report clearly. See Practice Note: Medical reports—data protection issues and AMRA 1988—Purposes of medical report.
Explain why health information is required and set out the grounds for requesting a medical report—is there a defined element of the role that necessitates it, or is the aim to evaluate overall health, eg for a physically demanding post?
Set the scope of the report—identify precisely what the employer needs to know, avoiding intrusion where it is not needed or relevant. Consider whether involving an occupational health (OH) professional or service could limit the volume of health data the employer processes.
Specify who will have sight of the report, when they will see it, and for what purpose they will use it.
Confirm who will prepare the report.

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Web page updated on 20/05/2026

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