17 health activity modules
Clinical
Examinations, immunizations, incidents, exposures, treatments, conditions, leaves, vitals, credentials, work restrictions, record requests, file attachments, medical surveillance, hearing conservation, return to work, clinical notes and workers’ compensation, one consistent pattern across every module.
OSHA 300 / 300A / 301 generation
Compliance
Annual log, summary, and per-incident report rendered in their legally-mandated layout. Ready to post by February 1 in one click.
Employee self-service portal
UX & Mobile
Employees see their own health records, sign assigned documents, view appointments, and update their contact info, without calling your OH team.
Document management + e-signature
Compliance
Upload policies once, assign to any employee or group, and collect typed e-signatures via secure token links. No login required to sign.
Scheduling with automated reminders
Clinical
Calendar per organization with the full lifecycle (scheduled → complete / canceled / no-show), plus automated and manual email reminders.
Multi-organization support
Platform
One platform serves multiple facilities, healthcare districts, or counties, with strict per-organization data isolation enforced at the database layer.
Five role-based access levels
Security
Super admin, organization administrator, manager, user, and employee roles with permissions enforced consistently across every screen.
PII encryption at rest
Security
Names, SSNs, dates of birth, addresses, and phone numbers encrypted in the database with AES-256. Sensitive fields masked by default in the UI.
HIPAA-aligned posture
Security
Built for HIPAA-sensitive data from day one: encryption at rest, per-organization isolation, and audit logging on every health record.
Tamper-evident audit log
Security
Every create, update, and delete recorded with user, IP, and timestamp. Reviewable by administrators and exportable for surveys.
60+ built-in reports
Reporting
Absence, call-ins, conditions, demographics, examinations, immunizations, incidents, roster, and schedule reports, exportable to CSV, Excel, and PDF.
OSHA privacy case tracking
Compliance
Privacy-case handling per 29 CFR 1904.29, sensitive incident types stay confidential while still reporting accurately.
Root cause analysis
Clinical
Full RCA with TJC sentinel-event flag, action items, and follow-up tracking attached to every incident.
Lost time tracking
Compliance
Days away, restricted, workers' comp, FMLA, captured per incident and rolled up to the OSHA 300 automatically.
Bulk employee import
Platform
Upload an Excel roster and preview every row, with per-row validation errors and duplicate detection, before confirming the import.
Dashboard with live charts
Reporting
Flu shots, incident trend, and expiring credentials, refreshed in real time from the underlying records.
Legacy data migration
Platform
Bring 5+ years of historical employee health, incidents, immunizations, and credentials from any prior system.
Knowledgebase for portal users
UX & Mobile
In-product help so employees and staff can self-serve common questions without opening a support ticket.
Search via blind-index
Security
Search encrypted employee names without ever decrypting the underlying field, a privacy-preserving HMAC index.
Managed pick-lists across the record
Platform
87 fields that were free text are now curated lists (department, job title, work site, supervisor, examiner, clinic and more) so one department stops arriving spelled four ways.
Reminders
Clinical
A working list of what is genuinely outstanding, distribution sheets by department or manager, and printed letters for employees with no email address.
Organization-authored email wording
Platform
Each organization writes the body of the messages we send on its behalf, rather than accepting a single system-wide template.
TB conversion and annual summary reports
Reporting
Two new reports: TB conversion rate, and an annual occupational-health summary with a column per month.
Tetanus and TB screening on the dashboard
Reporting
Dashboard coverage for tetanus and TB screening, alongside influenza.
Document reply and withdrawal
Compliance
Employees can answer a question at the point where they sign, and a misdirected assignment can be withdrawn.
Import history
Platform
Every import run is recorded, with the rows that failed kept and readable so they can be corrected and re-run.
Selective health-record printing
Reporting
Print everything, only the categories holding records, or a chosen set.
Related and follow-up records
Clinical
Link a record to the one it follows from, so a course of treatment or a repeat test reads as a single thread.
On-screen activity summary for an employee
Clinical
Everything recorded for one employee, on one screen, without opening each category in turn.
Bulk employee activation
Platform
Activate or deactivate many employees in one action instead of one record at a time.
Medical surveillance programs with automatic enrollment
Clinical
Define a program once and have the right employees enrolled by role, exposure, or work site.
Respirator fit-testing records
Compliance
Fit-test results held as structured records against 29 CFR 1910.134.
Return-to-work workflow
Clinical
Clearance, restrictions, and the steps between leave and a full return.
SOAP clinical notes
Clinical
Subjective, objective, assessment, and plan captured in the clinical note itself.
OSHA plan awareness
Compliance
Record which OSHA plan you operate under. The 300A names that agency and its own reporting deadlines — eight hours for a fatality, and in California eight for a hospitalization too, not twenty-four.
Hearing conservation and audiogram tracking
Compliance
Audiogram results, standard threshold shift calculation, and program status under 29 CFR 1910.95.
Workers’ compensation claims
Clinical
What an injury cost, against the incident that caused it — carrier, indemnity, medical and reserve kept apart, with twelve months of incurred cost.
Two-step verification
Clinical
TOTP from any authenticator app, with single-use recovery codes. You turn it on, and nobody else can turn it off for you.
Switchable modules
Clinical
Choose which parts of the service appear in your sidebar. Nothing already recorded is removed by switching one off.