Employer clients
Each client has its own contacts, services, referral pathways and manager access, maintained in one account rather than isolated databases.
For occupational health providers
One platform for the clients you serve, not the system you maintain.
Provider teams deliver contracted services to many employers at once. Occentra keeps client variation inside one operating model, so you can onboard new contracts without building another system.
The provider operating model
Client contracts belong in configuration, not custom builds.
Each employer has different referral questions, appointment types, consent steps and reporting needs. Occentra keeps those differences as governed configuration rather than separate software branches.
Referral intake
Configured forms collect the information each contract requires. Validation and triage queues make work ready for allocation rather than clarification.
Case allocation
Accepted referrals open clinical cases. Teams assign by service, practitioner competence and workload visibility.
Report release
Consent, review and release are explicit steps. The employer receives authorised advice through the agreed route.
A referral in practice
From employer submission to released advice.
A management referral shows how configuration and clinical governance work together.
A practical example
Management referral pathway
The employer submits through a pathway configured for their contract. Required questions are collected upfront.
Operations sees the referral in a shared queue, checks completeness and routes clinical triage where needed.
A practitioner with the right service, competency and availability is allocated. Assessment and follow-up stay connected to the case.
The report is prepared, reviewed and released through explicit governance steps. The employer receives the authorised output.
Provider capabilities
Coordination without clinical compromise.
These capabilities reduce hand-offs between operations, clinicians and employers while keeping professional judgement where it belongs.
Multi-client management
Employer contacts, services, forms and reporting arrangements in one place. Teams know which rules apply without switching systems.
Referral validation
Service-specific forms and validation reduce incomplete submissions. Better intake protects appointment capacity.
Workload visibility
See assigned cases, upcoming activity and overdue actions. Managers can rebalance earlier.
Report governance
Consent, review and release are controlled. Audit history shows who approved each step.
Client reporting
Volume, turnaround and outcome data from structured records. Definitions stay consistent across reporting periods.
Practitioner scheduling
Appointment types, availability and case status in one view. Operations can see cancellations and follow-up.
What changes
Provider operations that scale without multiplying systems.
Benefits come from removing repeated coordination, not from asking clinicians to work faster.
Clearer ownership at every stage
Visible queues and explicit status make stalled work easier to find. Managers can act before service levels slip.
Less administrative rekeying
Shared documents and connected cases reduce inbox searching and manual tracker updates.
Onboard clients faster
New contracts use configuration, not custom development. You gain controlled variation without building branches.
Stronger account conversations
Consistent reporting gives a shared view of demand and delivery. Reviews focus on service, not spreadsheet reconciliation.
Why Occentra
A clear operating model for occupational health.
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.
Referrals with explicit status
Draft, submitted, received, triaged and accepted are distinct states. Teams can see what is ready for clinical work and what needs attention first.
Cases that hold work together
Tasks, appointments and forms connect to the employee and referral. A case stays open while scheduled work or review actions remain.
Forms without rewriting history
Teams publish versioned templates. Submitted answers stay tied to the form used, while new work moves to the current version.
Permissions by OH responsibility
Operations, advisers, physicians and managers receive different abilities. Server-side checks keep those boundaries consistent.
Explore Occentra
Continue your evaluation.
Review the platform from the commercial, operational and architectural angles that matter to your buying team.
Pricing
Understand scope and commercial fit.
Comparisons
Compare approaches to OH software.
Solutions
See the occupational health work Occentra supports.
Integration
See how Occentra fits your systems.
Related solutions
Occupational health referrals
Receive, triage and accept requests for occupational health input, then continue the work in a connected case.
Pre-employment screening
Move pre-employment questionnaires through review, clinical assessment where needed, and an occupational health outcome.
Health surveillance
Keep questionnaires, assessments, outcomes and history connected for people who need ongoing workplace health checks.
Frequently asked questions
How Occentra handles oh providers work.
How do we give each employer the right service without a separate system for each one?
Each employer has its own client record, referral routes and published forms inside one account. Operations teams work from consistent lifecycle states rather than client-specific workarounds.
What happens between an employer submitting a referral and a clinician accepting the case?
Every referral moves through draft, submitted, received, triaged and accepted. Service-specific forms collect context upfront. Operations can return incomplete work or triage it before acceptance opens the clinical case.
How do clinicians manage their caseload without seeing work they do not need?
Permissions follow OH roles. Clinicians see relevant cases, tasks and appointments. Clinical managers retain the wider view needed for allocation and review.
How do we stop a draft report being released too early?
Preparation, clinical review, consent and release are separate steps. Only authorised roles complete each stage. The case cannot close while required work remains.
Can account managers prepare client reviews without rebuilding numbers in Excel?
Yes. Reports run against structured data. Teams filter, share repeatable criteria and export to CSV.
Will adding a new employer require a new build and implementation fee?
No. New employers use the same product via configuration. Their forms, pathways and reporting sit inside your existing account.
Other industries
One platform, different operating realities.
NHS and healthcare
Coordinate staff clearance, vaccination, exposure incidents and return-to-work advice across clinical services.
Local government
Manage referrals, surveillance and return-to-work support across social care, waste, highways and corporate services.
Manufacturing
Run risk-based surveillance, safety-critical assessments and exposure records across sites and shifts.
See how Occentra runs multi-client operations.
Book a walkthrough around your client mix, referral pathways and reporting obligations. We focus on the service you run, not a feature tour.