Use case · 15

Occupational health, with the employee/employer separation the work actually requires.

Employee assessments, sickness-absence reviews, pre-placement screening and post-incident reports — with strict role-scoped data so the employer sees the suitability decision, not the clinical detail.

Employee assessed. Suitability decided. Employer receives the report. Records separated.

Occupational health is the only specialty where the patient and the payer aren't the same person — the employer pays, the employee is assessed, and the report goes to the employer with strict limits on what they see. PracticeWise enforces that separation by default.

01 · End-to-end workflow

From first contact to follow-up.

Status, owner and next action visible at every step — to the patient, the admin and the clinician.

01

Referral & booking

Employer or self-referral creates the case with the assessment reason (pre-placement, sickness-absence, fitness-for-task, post-incident). Employee booked in.

02

Employee intake & assessment

Structured intake captures medical history, current symptoms and role-relevant context. The clinical OH practitioner conducts the assessment in person or by video.

03

Suitability decision

OH practitioner signs the decision — fit, fit with adjustments, temporarily unfit, permanently unfit — with the supporting reasoning kept on the employee's clinical record.

04

Employer-facing report

Employer report generated with the suitability decision and recommended adjustments, omitting clinical detail. Employee sees and consents to the report before release.

05

Recall & review

Where indicated, the case is recalled at the configured cadence (e.g. periodic surveillance, return-to-work review) with a fresh assessment loop.

02 · Regulatory considerations

The clauses your inspector reads first.

Specific to occupational health providers — configured into the workflow above, not pinned as an afterthought.

Employee/employer data separation

The full clinical record is the employee's. The employer-facing report is a scoped subset — suitability decision plus recommended adjustments only. Enforced at the database level.

Disclosure consent versioning

Employees see and consent to the employer report before it leaves the platform. Each disclosure is logged with the version of the report consented to.

Surveillance-record retention

Where statutory health surveillance applies, records are retained per the relevant regulations and exportable on demand.

Practitioner-led decisions

Suitability decisions are made by a qualified OH practitioner and signed with practitioner reference. PracticeWise routes the workflow; it does not generate the suitability decision.

Operator quote

The platform stops the report leaving the platform without the employee's consent. That single rule changed how confident our clinicians feel about every employer email they send.

Service lead, occupational health provider10 OH practitioners, 240 employer clients
03 · Modules that matter most

The PracticeWise surfaces this workflow uses.

Pulled from the twelve workflow modules. Each one composes into the same audit trail.

Clinician review queue

OH practitioner queue, filtered by referral reason, employer and SLA.

Medical questionnaire engine

Pre-placement, sickness-absence and fitness-for-task intake templates.

Consent capture

Per-disclosure employee consent on the employer report; consent withdrawal cleanly captured.

Secure uploads

Medical records, prior reports, employer-supplied job descriptions scoped per case.

GP letters & invoices

Reports to employers, summary letters to GPs where consented, and per-employer invoicing.

Audit logs

Append-only per-case log with explicit disclosure-event records.

Configured for occupational health providers

See the workflow on your data.

We'll walk through your current intake, review and prescribing process — and show you the equivalent in PracticeWise, configured for occupational health providers.