Work and Health Coach Fit Note Reform Pilot

Key responsibilities and duties 1. Workability Assessment and Coaching Deliver structured workability conversations to assess: • impact of health on work • job role demands • opportunities for adjustments and support Develop personalised workability plans focused on functional ability and return-to-workopportunities Provide holistic coaching support, including: • goal setting • action planning • motivational support Deliver ongoing WorkWell coaching, typically across multiple sessions whereappropriate Support patients to identify and overcome health-related and social barriers toemployment 2. Triage and Case Management Undertake or support triage of patients Identify when cases require: • no further intervention • coaching support • escalation to clinical colleagues (e.g. Occupational Therapist) Manage a caseload of participants, ensuring timely follow-up and progression Ensure appropriate risk identification and escalation to clinical staff 3. Participant Support and Enablement Provide person-centered, strengths-based support, focusing on what matters to me Co-produce workability plans addressing physical, mental and social barriers Support access to services including: • health services • community and voluntary sector support • employment and skills provision Liaise with employers (with consent) to support workplace adjustments and return-towork plans Use available resources (e.g. personal budgets/solutions funding) to address barriers 4. Partnership & MDT Working Work as part of a PCN multi-disciplinary team, including GPs, OTs and socialprescribers Build strong relationships with: • employers • Jobcentre Plus • VCSE organisations • health and wellbeing services Participate in MDT meetings, case discussions, and shared care planning Support integration of WorkWell and fit note reform pathways 5. Service Development and Innovation Support delivery of the Fit Note Reform Pilot service design Contribute to embedding: • thework question in primary care • improved fit note/workability processes Test and evaluate new approaches, contributing to continuous improvement andlearning Develop resources, case studies and best practice 6. Data, Reporting and Evaluation Maintain accurate and timely case records and outcome data Support monitoring and reporting requirements for the pilot Capture participant feedback and outcomes Use data to support service evaluation and improvement 7. Professional Responsibilities Work within organisational policies including safeguarding, confidentiality andinformation governance Participate in supervision, training and development Engage in coaching supervision and reflective practice Maintain professional boundaries and recognise when to escalate concerns Job description Job responsibilities Key responsibilities and duties 1. Workability Assessment and Coaching Deliver structured workability conversations to assess: • impact of health on work • job role demands • opportunities for adjustments and support Develop personalised workability plans focused on functional ability and return-to-workopportunities Provide holistic coaching support, including: • goal setting • action planning • motivational support Deliver ongoing WorkWell coaching, typically across multiple sessions whereappropriate Support patients to identify and overcome health-related and social barriers toemployment 2. Triage and Case Management Undertake or support triage of patients Identify when cases require: • no further intervention • coaching support • escalation to clinical colleagues (e.g. Occupational Therapist) Manage a caseload of participants, ensuring timely follow-up and progression Ensure appropriate risk identification and escalation to clinical staff 3. Participant Support and Enablement Provide person-centered, strengths-based support, focusing on what matters to me Co-produce workability plans addressing physical, mental and social barriers Support access to services including: • health services • community and voluntary sector support • employment and skills provision Liaise with employers (with consent) to support workplace adjustments and return-towork plans Use available resources (e.g. personal budgets/solutions funding) to address barriers 4. Partnership & MDT Working Work as part of a PCN multi-disciplinary team, including GPs, OTs and socialprescribers Build strong relationships with: • employers • Jobcentre Plus • VCSE organisations • health and wellbeing services Participate in MDT meetings, case discussions, and shared care planning Support integration of WorkWell and fit note reform pathways 5. Service Development and Innovation Support delivery of the Fit Note Reform Pilot service design Contribute to embedding: • thework question in primary care • improved fit note/workability processes Test and evaluate new approaches, contributing to continuous improvement andlearning Develop resources, case studies and best practice 6. Data, Reporting and Evaluation Maintain accurate and timely case records and outcome data Support monitoring and reporting requirements for the pilot Capture participant feedback and outcomes Use data to support service evaluation and improvement 7. Professional Responsibilities Work within organisational policies including safeguarding, confidentiality andinformation governance Participate in supervision, training and development Engage in coaching supervision and reflective practice Maintain professional boundaries and recognise when to escalate concerns