Management of medical examinations

1 min readUpdated on June 23, 2026
Series · Health Surveillance · 3 of 7

Register, perform and close medical examinations, recording results and the worker’s fitness.

⏱ 5 min read👥 Occupational health personnel

Essential steps

  1. Click Add Medical Examination and complete the company, employee, medical center, and appointment details. If this is from an appointment, several fields will be pre-filled. The record will start in a Pending status.
  2. The system applies the appropriate protocols based on its configuration (basic, manual, or rules-based). Review the applied protocols before starting.
  3. Run the tests and record the results. Tests with results outside the “Within normal” range are marked as abnormal and populate the diagnostics tab.
  4. Record the fitness status (Fit, Fit with recommendations, Fit with restrictions, Provisionally Fit, Unfit, or Pending fitness), conclusions, medical advice, and, if applicable, restrictions/conditions. Frequency and validity are calculated according to the protocols.
  5. Click Finish examination and, from Reports and tests, generate the health exam and fitness certificate.
  6. Take the examination to Approval and delivery of medical examinations for official validation by the medical officer and send it to the worker and the OSH officer.

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