How to Prepare for an Occupational Health Assessment

An Occupational Health assessment is a work-focused health discussion. Good preparation helps the adviser understand your duties, functional limits, treatment, likely timescale and the support that may allow you to work or participate safely.

What the adviser is likely to discuss

The adviser may ask about your health, treatment, work duties, absence, return concerns and adjustments. OH usually reports on the relationship between health and work. It does not replace your GP or specialist and does not decide disciplinary, performance or dismissal outcomes.

Prepare facts rather than a speech

A clear timeline and a short description of the work impact are more useful than trying to recount every medical event. Bring the referral questions, job information, fit notes, relevant medical letters and a list of support already tried.

Members can unlock: a full assessment workbook, work-impact matrix, adjustment planner, questions to ask, guidance for fluctuating conditions and medication, report-review steps and model wording for correcting errors.

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