When it comes to keeping your team healthy, safe, and performing at their best, occupational health plays a vital role. But for many employers and employees, the process can seem confusing — full of forms, medical terms, and tick boxes.
In this guide, we’ll walk through what occupational health really means, what to expect from an occupational health assessment, and share a comprehensive occupational health checklist to help you stay compliant and proactive.
Occupational health is all about the connection between work and wellbeing. It focuses on preventing illness and injury in the workplace, supporting recovery, and making sure employees are fit to perform their roles safely.
At Private Medical Clinic, our occupational health services are designed to protect both employers and employees. Whether you need a one-off medical, a management referral, or ongoing workplace health surveillance, our team can help you stay compliant with UK legislation.
A strong occupational health system benefits everyone:
It’s not just about preventing problems — it’s about creating a culture where wellbeing is part of everyday work life.
Here’s a practical checklist you can use to make sure your organisation is covering all the key areas.
Before starting work, check that new employees are medically fit for the role. This might include:
Tip: These screenings help identify any adjustments or support a new starter might need — keeping everyone safe from day one.
Regular monitoring helps detect any work-related health issues early. Depending on your industry, this could include:
If you’re in construction, manufacturing, or healthcare, regular health surveillance isn’t just best practice — it’s a legal requirement.
When an employee is off sick, a management referral to occupational health can provide clear guidance on:
This step helps balance the employee’s health rights with the employer’s duty of care, ensuring a fair, medically informed return to work.
Every workplace should regularly review potential risks to staff health. Make sure you’ve assessed:
At Private Medical Clinic, we also help organisations implement corporate wellness programmes, promoting proactive health rather than reactive care.
Certain roles — particularly in healthcare, travel, or laboratories — may require vaccinations such as:
Keeping vaccination records up to date protects both staff and patients, and demonstrates good governance in your occupational health assessment documentation.
A complete occupational health approach goes beyond physical checks. It’s essential to address:
If you notice employees struggling, early intervention through an occupational health assessment can make a huge difference.
Maintain clear, confidential records of all occupational health activity. These records should show:
This documentation is crucial if your business is inspected by the HSE (Health and Safety Executive).
Employees have clear rights under UK law when it comes to occupational health. These include:
At Private Medical Clinic, our clinicians work independently and confidentially, ensuring both the employee and employer are supported appropriately.
It’s a medical review carried out by a qualified clinician to understand how someone’s health affects their work — or how their work may affect their health. The aim is to support safe working, not to exclude people from employment.
Usually, the employer covers the cost, especially when it’s related to workplace health, fitness to work, or compliance.
You can decline, but it may affect decisions about your role or adjustments at work. It’s generally best to cooperate — the assessment is there to protect your wellbeing.
It depends on your role. It may include blood pressure checks, hearing tests, lung function testing, mental health screening, or vaccination reviews.
This varies by industry. High-risk roles (like construction, healthcare, or transport) often require annual or biannual checks.
An effective occupational health system isn’t just a legal requirement — it’s an investment in your people and your business.
By following this occupational health checklist, you’ll build a safer, more productive workplace where everyone can thrive.
If you’re an employer looking for support with occupational health services, pre-employment medicals, or management referrals, contact Private Medical Clinic today. Our experienced team can tailor a plan to suit your business needs and keep your workforce healthy and compliant.
Dr. Ibrahim Mutlib (BMBS, BMedSci) is an experienced GP with specialist interests in mental health, gastrointestinal health, and respiratory medicine. A clinical leader and published author, he is passionate about innovative, patient-centred care that supports both physical and emotional wellbeing.
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