Occentra comparison
Apollo Professional and Occentra are both contemporary occupational health platforms, with different approaches to configuration and portal access.
Apollo Professional positions pre-built form libraries, branded portals and fast onboarding. Occentra positions versioned configuration and an explicit Referral-to-Case operating model.
Reviewed by the Occentra product team
Why Occentra
Both platforms are designed for modern occupational health delivery. Apollo Professional describes hundreds of pre-built forms and templates, three dedicated portals with custom branding (HR/manager portal with reports and messaging, employee portal with appointments and advice, plus a clinician portal), and states that customers can be fully set up within two working days. Occentra positions versioned configuration and an explicit Referral-to-Case operating model that keeps historical meaning intact as the service evolves.
01
Occentra treats Form Templates and controlled values as account configuration that administrators publish, version and maintain. Apollo Professional describes hundreds of pre-built forms, templates and questionnaires. Pre-built libraries can accelerate initial deployment; versioning ensures changes are explicit and historical meaning is preserved as the service evolves.
02
Clients, Employees, Referrals, Cases, Tasks, appointments, Forms, Documents and Reports are distinct concepts in Occentra. A Referral becomes a Case when accepted, and that structure keeps turnaround and accountability measurable at each step.
03
Occentra stores Form answers against published, versioned templates as structured data. Reporting draws on operational records rather than aggregated form outputs, so the meaning of fitness decisions and screening answers survives when a service changes what it asks.
04
Occentra is developed as one coherent platform. New capability is added to the same operating model, so the system your team learns at implementation is the system that grows with the service. The configuration model stays consistent rather than depending on pre-built library updates.
Key differences
Occentra
Administrators build Form Templates and controlled value lists in the product, publish them as versions, and keep earlier submissions bound to the version that was completed.
Apollo Professional
Apollo Professional describes hundreds of pre-built forms, templates and questionnaires designed to accelerate deployment and reduce initial configuration effort.
Why Occentra has the advantage:
Versioned configuration means a service can change what it asks tomorrow without changing the meaning of what was recorded last year.
Occentra
Occentra provides two controlled access jobs: managers and HR can submit referrals and see case status without clinical detail; employees can complete assigned forms. The core product is built around practitioner workflows.
Apollo Professional
Apollo Professional positions three dedicated portals with custom branding. The HR/manager portal includes reports and messaging. The employee portal includes appointments and advice. A clinician portal serves practitioners.
Why Occentra has the advantage:
A Referral-to-Case operating model keeps intake, triage and delivery separately measurable, with controlled access for specific jobs rather than full portal suites.
Occentra
Occentra names the things an occupational health service manages and connects them in a consistent model, so reporting and permissions behave predictably across the product.
Apollo Professional
Apollo Professional states that customers can be fully set up within two working days of signup, positioning speed as an advantage for services that want to start quickly.
Why Occentra has the advantage:
An explicit operating model means teams see intake, triage and delivery in the same terms they use to describe their service, which supports long-term operational reporting.
Occentra
Reports run against structured operational records with typed parameters and CSV export, and significant changes are written to append-only audit history.
Apollo Professional
Apollo Professional supports reporting on occupational health activity within its platform and portal workflows.
Why Occentra has the advantage:
Reporting from structured Referral, Case and Form data means operational figures come from the records themselves, and audit history shows what changed rather than only the current state.
Capabilities
A summary of how each platform approaches the core of an occupational health service. Occentra's status is stated as it stands today. Apollo Professional's positioning is based on its published site claims. Both platforms offer UK hosting.
Capability
Occentra
Apollo Professional
Operating model
Occentra
Referrals have their own lifecycle, referrer context and preserved state history
Apollo Professional
Referral handling within portal-centred workflows
Why it matters Keeps intake separate from operational delivery
Occentra
Accepting a Referral opens a Case as the operational workspace for delivery
Apollo Professional
Case workflows within the occupational health platform
Why it matters One place where accepted work is owned, progressed and closed under explicit conditions
Occentra
Practitioner diaries and Case appointments with timezone handling and conflict controls
Apollo Professional
Appointment scheduling with portal booking options
Why it matters Appointments belong to the Case, so scheduling and clinical work stay connected
Configuration
Occentra
Form Templates are configured in the product, published as versions and validated on submission
Apollo Professional
Hundreds of pre-built forms, templates and questionnaires
Why it matters Configuration is versioned so historical meaning is preserved
Occentra
Managers and HR users can submit referrals and see case status without clinical detail
Apollo Professional
HR/manager portal with reports, messaging and custom branding
Why it matters Managers see referral status without clinical detail, keeping operational and clinical boundaries clear
Occentra
Employees can complete assigned forms and questionnaires through a controlled interface
Apollo Professional
Employee portal with appointments, advice and custom branding
Why it matters Employees complete assigned forms through a controlled interface tied to the Case
Practitioner workflow
Occentra
Tasks sit inside the Case, with ownership and closure conditions made explicit
Apollo Professional
Task handling within occupational health workflows
Why it matters Work is attached to the Case it belongs to, so nothing progresses outside a case record
Occentra
Fine-grained roles and permissions applied consistently across operational records
Apollo Professional
Role-based access across platform and portal users
Why it matters Permissions are applied consistently to the same operational records everywhere
Reporting and records
Occentra
Clients, Employees, Employments, contacts and Locations modelled as distinct records
Apollo Professional
Employee records with portal access for HR and employees
Why it matters Employer, Employee and Employment are separate records, so history survives job and contract changes
Occentra
Named operational Reports with typed parameters, an operational dashboard and CSV export
Apollo Professional
Reporting across occupational health and portal activity
Why it matters Structured answers support operational reporting directly
Occentra
Append-only audit history and preserved state changes rather than overwritten records
Apollo Professional
Audit capabilities within the platform
Why it matters History is preserved rather than overwritten
Commercial / implementation model
Occentra
Developed as one coherent platform, with new capability added to the same operating model
Apollo Professional
Contemporary platform positioned around pre-built content, branded portals and fast onboarding
Why it matters The platform is designed as one coherent system
Incumbent fit
Apollo Professional is a contemporary platform with its own strengths. For services that want pre-built form libraries, branded portal suites with reports, messaging, appointments and advice, and fast initial deployment, Apollo Professional may deliver value faster than a versioned configuration and explicit operating model approach.
Where versioned configuration, an explicit Referral-to-Case operating model and structured operational reporting matter more than portal access and fast onboarding, Occentra offers the more compelling foundation.
Demonstration
These questions expose how each system is structured, and whether pre-built libraries and branded portals or versioned configuration better match your service's needs.
Ask both vendors to demonstrate these using one of your real workflows rather than a prepared product script.
Bring one real Referral, Case, Form, appointment and reporting workflow. We will show how Occentra supports it today, identify any gaps directly and explain how configuration would work.
Related reading
Product information is reviewed periodically and may change. Confirm specific requirements during a walkthrough.