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    QHSEtech
    Updated 21 October 2026
    Occupational health buying guide

    Occupational health software: choose around records and responsibilities

    Start with who delivers occupational health: your own clinical team, an external provider or a combination. Then map the referral, appointment, clinical record and work-status information each party needs. A shared QHSE dashboard does not establish that a product can support the clinical service behind it. For the industrial hygiene side, a free workplace exposure assessment record for one hazardous agent downloads as PDF and Excel, with no email; it collects no individual health data.

    Jump to the 4 products

    Editorial responsibility: Dimitris Mitsios (Founder of The QHSE Standard; product marketing at Tekmon) · Tekmon pays for sponsored placements on this site (disclosure) · How pages are made · LinkedIn

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    Explore its published safety, quality and maintenance workflows. Confirm modules and pricing in a scoped proposal.

    Three connected workflows with different records

    Buying scopeRecords to demonstrateBoundary to resolve
    Clinical occupational healthReferrals, appointments, clinical notes, surveillance scheduling and case follow-up.Who provides care, controls the clinical record and authorizes access?
    Industrial hygieneExposure groups, sampling plans, measurements and links to jobs or locations.How does exposure information reach the responsible health professional without opening clinical files to all EHS users?
    Employer coordinationReferral status, agreed work restrictions, review dates and required follow-up.Which approved outcomes can managers see, and which details stay with the clinical team?

    Define access before comparing dashboards

    HSE's UK guidance distinguishes the employer's health record from confidential medical records held by the occupational health professional. The former records surveillance outcomes and fitness relating to exposure; the latter may include clinical notes and test results. Read the record-keeping guidance in its UK context and agree the applicable rules with your health and privacy teams.

    Turn that distinction into a permission map for clinicians, service administrators, employees, managers and EHS staff. Define access to each field, attachment, report and interface. A role name such as HR or administrator is not enough to explain who can read a clinical note.

    Health surveillance should follow the workplace risks and professional advice relevant to the service. A software template does not determine who needs an examination or how often. Have the responsible occupational health professional approve the program and its changes.

    Documented product scopes to investigate

    These are starting points for a demo, not comparative test results. Confirm the edition, regional availability and clinical-service model in the proposal; the reviewed pages do not establish comparable prices, complete access controls or suitability for your jurisdiction.

    Start a demo scorecard for the first listed products using fictional worker records and the role tests below.

    Browse Occupational Health listings

    Ordered by how closely our sources document this process, not by quality. Sponsored placements are labelled. How lists are ordered

    Same rule for every product: tagged “Occupational Health”, with a sourced occupational health record, referral or surveillance capability in its record, or one the vendor stated to us, labelled as vendor-stated. 4 qualify.

    • Civica Occupational Health

      Formerly OPAS. Civica describes management referrals, pre-placement questionnaires, surveillance, vaccination workflows and management reports. Ask to see a manager referral, clinical review and approved response returning to the manager, and check how attachments and report versions cross that boundary. Source: civica.com

    • Enterprise Health

      Enterprise Health describes an occupational health application with an electronic health record, surveillance, employee and employer portals, and interfaces to HR systems, laboratories and medical devices. Ask to see a test result entering the clinical record and the resulting work-status update in the employer portal. Source: enterprisehealth.com

    • VelocityEHS

      Documented: Industrial hygiene programme and sample management. Source: ehs.com

    • Sodales

      Documented: Occupational health records and screening. Source: sodalessolutions.com

    Run five tests with fictional worker records

    1

    Complete a referral across roles

    Create a fictional employee, manager and clinician. Send a referral with an attachment, return it for clarification and issue an approved response. Inspect each role's view and history.

    2

    Try to reveal a restricted clinical detail

    With the vendor's authorization in a test environment, put a recognizable fictional phrase in a clinical note. Check manager search, exports, dashboards, notifications and connected systems for unintended disclosure.

    3

    Change an approved surveillance schedule

    Use a program defined by the responsible health professional. Change the fictional worker's job assignment and reschedule an appointment. Check approval, reminders, missed appointments and the change history.

    4

    Correct a work-status outcome

    Have the clinician update a fictional restriction and review date. Check which users receive the revised outcome, how superseded information is marked and what happens when an interface is unavailable.

    5

    Move records to a new provider

    Export a fictional case with attachments, dates and audit history through an authorized workflow. Identify what the receiving provider can import, what remains read-only and who controls access after transfer.

    Request a quote for the complete service

    State the employee population, clinics, external providers and clinician, manager and employee accounts.
    Name the clinical, hygiene and employer-portal modules required; do not assume a suite license includes them all.
    Quote historic record migration, attachment quality checks, duplicate resolution and transfer from the current provider.
    Identify each HR, laboratory or device interface, its data fields, monitoring and support owner.
    Agree training, implementation support, record export and the cost of changing providers or ending the contract.
    Have the responsible teams specify retention by record type and jurisdiction, hosting requirements and access review procedures.

    Keep the clinical and employer views in your demo notes

    Score the same fictional case across vendors. Record the demonstrated configuration, role permissions and unresolved questions alongside each result.

    Open the demo scorecard

    Sources and scope of this review

    5 sources, checked 21 Sep 2026

    Sources checked 21 September 2026. HSE guidance is UK-specific. Vendor descriptions establish advertised scope, not verified privacy controls, medical suitability or regulatory compliance. The proposed demo exercises are editorial buying tests; no hands-on product evaluation was performed.

    How we evaluate software evidence

    Software categories to explore

    Use this Process to define the work, then explore these software types. Confirm the exact workflow and module with each vendor.

    See all software categories

    Continue with the adjacent buying questions

    Industrial hygiene and exposure recordsErgonomic assessment softwareChemical and SDS managementQHSE software integrationsSoftware cost worksheet

    More related guides

    Frequently Asked Questions

    How does occupational health software differ from industrial hygiene software?
    Occupational health supports the health service, including referrals, clinical records and surveillance workflows. Industrial hygiene focuses on workplace exposures and measurements. They may exchange information, but a shared suite does not mean every user should see both sets of records.
    Should managers have access to clinical records?
    Define the approved work-status information managers need separately from clinical notes and test results. HSE's UK guidance distinguishes employer health records from confidential medical records. Have your occupational health and privacy teams determine the applicable access arrangements, then test them in the proposed configuration.
    Can a QHSE platform replace our occupational health provider?
    Software scope and clinical-service provision are separate questions. Establish who is responsible for the health program, clinical decisions and records. A referral form or dashboard alone does not establish that a QHSE product provides a clinical record system or an occupational health service.
    How much does occupational health software cost?
    The sources reviewed do not establish comparable current prices. Request a scoped quote covering population, users, clinics, modules, migration, interfaces, support and record transfer. Compare implementation and exit costs as well as the subscription.
    What should we test when changing providers?
    Use fictional cases to demonstrate an authorized export and receiving-provider import, including attachments and audit history. Agree record ownership, authorized recipients, retention and access after the move. Confirm those arrangements against the requirements relevant to your service and jurisdiction.