Start with risk, not a test menu
A suitable workplace risk assessment should identify the hazard, who may be exposed, the exposure route, existing controls and the residual risk. Health surveillance is considered after prevention and control measures, not instead of them.
Check whether the surveillance criteria are met
HSE says an ongoing scheme is appropriate where an identifiable disease or health effect is linked to exposure, it may occur under the working conditions, and valid, low-risk detection techniques exist. Specific regulations also create duties for noise, vibration and hazardous substances.
Define exposure groups and baseline needs
Group employees by similar tasks and exposure rather than job title alone. Decide who needs a baseline, what technique is suitable and which findings require escalation. Appointed-doctor requirements must be identified before commissioning higher-hazard medical surveillance.
Separate health records from medical records
The employer keeps the health record required by the relevant scheme. Confidential clinical notes and test details are medical records held in medical confidence by the occupational-health professional.
Plan action as well as appointments
A programme needs routes for clinical review, referral, reassessment of controls, similarly exposed workers, missed appointments, role changes and future recall. Testing without interpretation and action is not enough.