01
Clearance depends on role
A healthcare assistant, surgeon and administrator do not require the same review. Patient contact, exposure-prone procedures and manual demands affect the evidence needed.

For NHS Trusts and healthcare organisations
Healthcare OH handles urgent incidents, planned programmes and individual referrals at once. Occentra keeps routine administration visible while preserving professional judgement for clearance decisions.
The volume challenge
New starters, rotations, agency workers and round-the-clock clinical work create constant movement. Every manual hand-off consumes scarce capacity.
01
A healthcare assistant, surgeon and administrator do not require the same review. Patient contact, exposure-prone procedures and manual demands affect the evidence needed.
02
A list of doses is not a clearance outcome. Evidence may be incomplete, schedules require follow-up, immunity results need review.
03
Needlestick and splash events require prompt risk assessment, baseline activity and follow-up. Disconnected forms make it hard to see whether actions are complete.
04
Staff may not be available during office hours and work across sites. Missed appointments are not always a lack of engagement.
Clearance pathways
Occentra configures pathways by role and work area. Routine collection and follow-up stay visible; clinicians make the final decision.
Role-appropriate forms and evidence requirements. Exceptions routed for clinical review. Authorised outcome shared with recruitment while responses stay protected.
Evidence, doses, results and outstanding course activity in one history. Staff and teams see the next action without treating records as clearance decisions.
Health information collected, concerns routed for review. Digital steps accessible outside office hours.
Job demands, functional assessment, restrictions and phased return advice. Managers receive practical information without unnecessary diagnosis.
Exposure incidents
Exposure events need prompt action and scheduled review. The pathway keeps tasks visible until clinically complete.
A practical example
The incident pathway captures exposure, immediate action and source context, then opens a clinical case.
Baseline forms and appointments are recorded. Time-sensitive follow-up is scheduled against the same case.
Tasks and appointments stay linked. Occentra will not close the case while scheduled work remains.
Completion is explicit. The pathway ends when the defined outcome is reached, not when an inbox is cleared.
What changes
The platform makes outstanding work visible. That supports safer, more timely decisions.
Role-specific information, visible evidence gaps and connected follow-up reduce uncertainty around clearance.
Vaccination courses, results and reviews stay visible until complete. Missed appointment distinguished from case awaiting evidence.
Time-based actions stay attached to the incident. Overdue or incomplete steps identified without a parallel spreadsheet.
Staff understand why information is required, what remains and when OH will review. Fewer disconnected requests.
Why Occentra
Occentra models referrals, cases, appointments and reports around the work occupational health actually does. Configuration adapts the platform to different organisations without creating separate software branches.
Draft, submitted, received, triaged and accepted are distinct states. Teams can see what is ready for clinical work and what needs attention first.
Tasks, appointments and forms connect to the employee and referral. A case stays open while scheduled work or review actions remain.
Teams publish versioned templates. Submitted answers stay tied to the form used, while new work moves to the current version.
Operations, advisers, physicians and managers receive different abilities. Server-side checks keep those boundaries consistent.
Explore Occentra
Review the platform from the commercial, operational and architectural angles that matter to your buying team.
Understand scope and commercial fit.
Compare approaches to OH software.
See the occupational health work Occentra supports.
See how Occentra fits your systems.
Related solutions
Receive, triage and accept requests for occupational health input, then continue the work in a connected case.
Move pre-employment questionnaires through review, clinical assessment where needed, and an occupational health outcome.
Support the occupational health workflow that begins when absence, capability or return-to-work concerns result in a referral.
Frequently asked questions
Candidates complete a role-appropriate questionnaire. Routine answers progress through the configured route; exceptions create visible clinical review work. Evidence and the authorised status stay connected, with the decision made by a qualified professional.
Yes. Evidence, doses, results and next action are recorded against the employee. Tasks keep incomplete courses visible. Authorised status remains distinct from clinical evidence.
The pathway captures exposure, immediate action and source context. Baseline forms, appointments and follow-up are recorded as case work. The case stays open while scheduled work remains.
Operational status and whether action is required. Not the medical reason. Clinical answers stay restricted; the final authorised outcome is released through the agreed route.
Yes. Digital questionnaires are available around working patterns. Routine submissions follow the configured route; concerns are assigned for professional review.
No. AI can organise information and prepare administrative drafts but does not interpret clinical evidence or issue outcomes. Clearance and release remain with authorised professionals.
Other industries
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Book a walkthrough focused on clearance, vaccination, exposure incidents and return-to-work. We show how the platform handles volume without losing clinical control.