My Template Collection
Are you looking to establish or enhance your occupational health services? This essential starter pack provides a solid foundation of templates to help you get started. These customisable templates cover a range of key areas, from risk assessments and health surveillance to recruiting staff and template letters. By using these templates as a starting point, you can streamline your processes, ensure compliance with relevant regulations, and improve the overall health and well-being of your workforce.
templates to use in OH
Remember, effective occupational health practices rely on:
- Robust record-keeping: Maintain accurate and up-to-date records of all health assessments, consultations, and incidents.
- Clear systems and procedures: Implement clear systems for managing referrals, appointments, and follow-up actions.
- Strict confidentiality: Adhere to strict confidentiality guidelines to protect the privacy of employees’ health information.
By incorporating these essential elements into your occupational health services, you can create a safe, healthy, and productive workplace for workers.
Please adapt as necessary, adding your own logo’s and using your own company style.
Free Templates Download
- At a Glance Fitness Advice Form: a form used to carry information back to managers in a quick fashion with tick boxes and standardised phrases to cut down on time both to produce the information and for managers to read and act on quickly
- Anonymised Results final: Recommended under legislation such as the Control of Substances Hazardous to Health (COSHH) that groups of workers health results are fed back to management. If there are health issues then this indicates the current control methods need tightening. Provide the information with this template.
- Case Conference Meeting Notes: Complex and difficult case management can become difficult to communicate on paper or email. For some cases, it might be better to get together with management, safety, health and the worker to discuss the situation and options available in an open way. This not only cuts down misunderstanding but can minimise the time spent on cases.example flow chart
- Consent for GP report: Workers have to give consent for information from their own GP or Specialist to be released. Modify this template to use.
- Consent flow chart: There are regulations that apply when requesting health information and workers rights. This flowchart is a download for you to use and share with workers when asking for consent.
- First Aid Risk Assessment: A word document you can adapt and use for your company
- GDPR Privacy Notice: A privacy statement you can adapt to suit your company
- Health-record: A free template download of a health record (as described under COSHH)
- Consent for OH Assessment Report: After writing your report to Management make sure your client is happy to sign to say it can go.
- Management Referral form: Managers who request Occupational Health advice can use this management referral form to ask consistent and legally correct questions and that the worker understands the process. Don’t forget the training for managers that goes with this though.
- Pregnancy RA Risk assessment for new and expectant mothers with guidance notes.
- Stress Risk Assessment guidance form: An example of a stress risk assessment form with examples of what’s included.
- Employees Guide to Stress
- Stress Risk Assessment guidance form
- Night Workers Health Checks
General Policy
- When to Refer to Occ Health Guidance for when to refer to OH
- Managers Guide – Referral to Occupational Health – guidance to adapt for your OH servicepolicy guidance
- First Aid Policy
- Lone Working Policy
- New and Expectant Mothers Policy
- Drug and Alcohol Policy
- Drug and Alcohol Policy – Construction
Other information available from workingwellsolutions.com
Video Stream
- Why not subscribe to information/training videos available from Working Well Solutions YouTube channel e.g., Bradford Factor and Absence
