Simplifying Occupational Health Software Onboarding

When evaluating occupational health software options to make your work easier, you may worry the implementation process will be disruptive and time-consuming. To make sure the change goes smoothly, choosing the right occupational health solution is critical.

Here are some key considerations to ensure a smooth transition to new software:

Simplifying the onboarding process

Before investing in new occupational health software, it’s important to know what to expect for setup and onboarding. Below are a few questions to consider when selecting software, so you can plan for the transition.

Does the platform simplify user onboarding by guiding you through the process?
Can the onboarding experience be tailored to your organization and each user’s role?
Will you have personalized guidance throughout the setup?
How easy is it to customize the software? Do you need additional support?
What’s the process for importing your legacy data into the new software?

Ideally, the software you select will have a streamlined onboarding process and a dedicated specialist to take on the majority of set up and integration.

For example, at Origin One, the onboarding process makes it easy to customize the software to your business needs with an AI-powered platform. Origin One also provides customers with an onboarding specialist to ensure your software is set up to align with your business needs.

Customizing workflows is simple on our Origin One platform with a drag-and-drop interface that enables you to add users, companies, locations, and service packages specific to your organization. Then, when you add a spreadsheet, the software can automatically fill the required fields with stored data. You can also import legacy data so that all of your information is centralized and easily accessible.

Set up and integrations with existing software

Occupational health software should integrate with other commonly used data, HR, and billing platforms and applications. Setting up your solution should be easy, allowing users to start right away. With Origin One, for instance, users can begin working in the platform in a matter of minutes, and your onboarding specialist can help you create custom integrations as needed.

An onboarding specialist should guide you in customizing the platform for all your users, partners, and applications. Their role is to help input data and set up users without the need for extensive configuration or training.

Security and compliance

Confirm that the software you select includes digital consent features and a compliant digital process that maintains an electronic chain of custody. Origin One’s occupational health software is securely hosted on AWS and is SOC 2 compliant, meaning the solution follows regulations that protect customer data while it is stored, processed, and transmitted.

Making the most of your new software

To get the full value from your occupational health management software, focus on optimizing the platform and maximizing adoption. It’s important to communicate with users to ensure everyone takes advantage of the available features.

For example, with Origin One, key features include user-based permissions, a self-service randomizer application that automatically generates lists for screening services, and auto scheduling that connects you to a nationwide clinic network for drug test appointments. The platform adapts as your business evolves. You can set up the easy-to-understand admin dashboards to display the metrics that matter most, as well as centralize all communication with current employees, labs, and third-party administrators in a way that’s more secure than juggling multiple tools.

For long-term success, consider whether the software offers ongoing updates, support, reporting capabilities, and mobile applications and accessibility. Companies need occupational health solutions that modernize manual processes and replace paper documentation to work more efficiently and meet new compliance standards. The right occupational health management software helps you better focus resources and manage risk.

Ditch the paper files and disconnected systems that waste time and put your compliance at risk. Our AI-powered platform centralizes and streamlines all your occupational health management tasks. To see it in action, request a demo.