Case management for UK OH providers
Move every OH case from referral to outcome with clarity
One case record carries the whole journey — referral intake, triage, tasks, assessment, outcome, employer update and audit record — with configurable workflows and a full audit trail built around how your practice works.
One provider workflow
From referral intake to audit record
Seven steps, one case record. Each step maps to a capability already in OccuWell Pro. Screenshots below are platform previews of the current product and may change as we iterate.
Referral intake
A referral arrives from an employer client and is logged as a single case record. The referral, the employee it concerns and the employer client are linked from the start, so nothing sits in an inbox untracked.
Case management board — every referral logged as a tracked case.
Triage
Configurable workflows route the case by type, priority and clinician using your practice's own terminology and pathways — not a vendor's fixed defaults.
Scheduling and triage against your own pathways.
Tasks
The work the case needs becomes tasks attached to the record and the employee it concerns, so the next step is always visible to whoever picks it up.
Employee record the case tasks hang off.
Assessment
Record the assessment using configurable assessment templates and the clinical forms you already use. Pre-placement, night / shift worker, lone worker and custom forms are all supported.
Clinical assessment captured against a configurable template.
Outcome
Record the fitness-for-work outcome and produce the clinical report from a report template, so the output is consistent and complete.
Report and document templates for consistent outcomes.
Employer update
The referring employer client gets secure visibility into the referral and its outcome through the employer client portal — reducing phone-and-email chase-ups.
Employer client record with referral visibility.
Audit record
The case closes with a full audit trail and is held in secure, UK GDPR-aligned storage. Referral volumes and outcomes are available across the practice for reporting.
Operational reporting on referrals and outcomes.
Configurable workflows
Your terminology, your pathways
OccuWell Pro adapts to your clinical and operational processes — case types, referral routes, assessment templates and report templates reflect how your practice actually works, not a vendor's defaults.
Controls & audit
Auditable by design
Every case carries a full audit trail and is held in secure, UK GDPR-aligned storage. Role and permission specifics are confirmed at quote so access matches your team's responsibilities.
Read the security & data protection overviewFAQ
Questions providers ask
Who is this case management software for?
Independent, small and medium UK occupational-health providers and practices managing referrals, assessments and outcomes for employer clients.
Does OccuWell Pro handle the full referral-to-outcome journey?
Yes. Referral intake, triage, tasks, assessment, outcome, employer update and audit record are tracked in one case record.
Can I configure workflows to my practice?
Yes — configurable workflows use your terminology and pathways. Role and permission specifics are confirmed at quote, so they match how your team works.
How does my employer client stay informed?
The employer client portal gives secure visibility into referrals and outcomes, reducing admin chase-ups.
Is there an audit trail on every case?
Yes. Every referral carries a full audit trail and is held in secure, UK GDPR-aligned storage.
What case types and assessment forms are supported?
Pre-placement, night / shift worker, lone worker and custom forms are supported. Case types and pathways are configured in your own terminology.
Which plan includes case management?
Health Surveillance & Case Management (£329/month) and Complete (£349/month). Launch pricing is indicative.
Questions about certification, integrations or free trials? See our pricing FAQ and Security & Data Protection page.
Looking for the wider platform overview? See occupational health software for UK providers.
Bring case management into one workflow
OccuWell Pro is for independent, small and medium UK OH providers. Request early access and we'll scope your case workflow, limits and terms with you.