Built around referrals, cases and assessments
Occupational health software for providers and in-house teams.
Run referrals, assessments and reports in one configurable workflow, without waiting on a supplier every time your process changes.
Management referral
Return to work assessment
Case CA-2841
Northline Logistics
- Referral
- Assessment
- Review
- Report
Report
Awaiting clinical review
Audit
09:14
Assessment version published
09:21
Workflow advanced to clinical review
The operational problem
You know these problems.
Every provider we talk to describes the same friction. The clinical work is hard enough without the software making it harder.
If you are evaluating an alternative to an established occupational health suite, start with our occupational health software comparisons.
Word packs and copy-paste
Reports are assembled in Word documents from fragments. Formatting drifts. Version control is a folder of dated files.
Chasing clinicians
Operations staff spend hours checking who has which case, what still needs doing, and when reports will be ready.
Service-specific questionnaires
Every new service or role needs its own forms. Every change needs a developer. The queue stretches to months.
Report turnaround
Slow systems slow reports. Slow reports slow return-to-work decisions. Everyone waits.
One workflow, referral to report.
- 1
Referral
The employer submits the referral. It lands as a case, not an email pack. Status and owner are visible from the start.
- 2
Assessment
Clinician completes structured assessment. All fields in one place.
- 3
Review
Clinical and operational review before release. Questions answered, advice checked, report approved.
- 4
Report
The employer gets a clean report, not a Word document. Released through a governed process.
The platform
Why Occentra.
Configurable by your team
Change forms, pathways and workflows without supplier development cycles.
One operational record
Referrals, assessments, documents, actions and reporting stay connected.
Built for governance
Audit trails, permissions and controlled release are part of the workflow rather than bolted on.
What we support
The work Occentra is built for.
Health surveillance
Questionnaires, assessments and history for ongoing workplace health checks.
Learn moreOH referrals
Request to report, with triage, assessment and release in one workflow.
Learn morePre-employment screening
Health questionnaires, clinical review and occupational health clearance.
Learn moreSickness absence
Absence referrals, clinical assessment and workplace advice in one case record.
Learn morePre-placement assessment
Fitness-for-role assessment after a conditional offer, with job demands and adjustments.
Learn more
Security and governance
Controls that belong in the workflow.
Occupational health records need controlled access, a clear audit history and secure defaults.
Granular permissions
Role-based access so employers, clinicians and operational users see only what they are authorised to see.
Audit logging
Configuration changes and meaningful case activity are recorded so teams can explain what happened.
Secure authentication
Modern authentication, including passkeys, with access controlled through explicit user permissions.
Data protection
Data in transit is protected with HTTPS/TLS. Each occupational health provider has a dedicated database schema.
See how Occentra would fit your service.
Bring us a referral pathway or assessment process you run today. We will show how it can be configured, tracked and governed in Occentra.