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Occupational Health Assessment Document Template

Evaluation form used by employers to assess fitness for duty or workplace health.

Occupational Health Assessment

Purpose: This document serves as an evaluation form for employers and occupational health professionals to assess an individual’s fitness to perform work-related duties. It supports monitoring of health status and identifying any workplace adaptations or restrictions needed for safe employment.

Employee Information

Name: {name}

Date of Birth: {dateOfBirth}

Job Title: {jobTitle}

Department: {department}

Assessment Date: {assessmentDate}

Assessment Type

{assessmentType}

Medical History Summary

{medicalHistory}

Physical Examination Findings

Body System Findings
{#examinations}{bodySystem}{findings}{/examinations}

Mental Health and Cognitive Function

{mentalAssessment}

Workplace Risk Factors

{#riskFactors}

  • {riskDescription}

{/riskFactors}

Accommodation and Restrictions

{#hasAccommodation}

  • {accommodation}

{/hasAccommodation}

{^hasAccommodation}No accommodations or restrictions required at this time.{/hasAccommodation}

Assessment Conclusion

Fit for Work: {fitForWork}

Comments: {assessmentConclusion}

Assessor Information

Assessor Name: {assessorName}

Qualification: {assessorQualification}

Signature: {assessorSignature}

Date: {signatureDate}

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Use Cases

Automate Occupational Health Assessment Using Forms

collect pre-employment health data via secure online form
gather fitness for duty assessments from employees using shareable web form
capture workplace injury reports for occupational health evaluation
create return-to-work health assessments through customizable form templates
collect periodic health surveillance data via digital form

Generate Occupational Health Assessment Using APIs

automatically generate occupational health assessment from HR management system
create fitness for duty report triggered by employee status change in ERP
generate workplace medical evaluation from EHR system via API
build custom workflows to auto-fill health assessments from employee data API
trigger occupational health document generation from scheduling software

Integrations / Automations

auto-generate health assessment form using Google Forms and Zapier
send completed occupational health assessments to HR folder in Google Drive using Make
connect Typeform to document generator for fast health data collection
automate health check report creation from Microsoft Forms via Power Automate
send Slack form responses to generate fitness for duty document automatically

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