The Fitness for Duty workflow, start to finish.

Create the appointment

Click the + in the top-right corner, then New Appointment.

• Existing patient: pick them from the list.
• New patient: click New Patient, fill in the demographics, click Create Patient. They'll appear in the patient list.

Then set the details: the exam type (for example, Return-to-Work evaluation), date and time, how long you expect it to take, the location where the exam happens, and the provider — the nurse practitioner who will conduct it. Click Create Appointment.

Start the examination

Open Appointments from the left-hand bar and click the patient's appointment. A sidebar opens with everything you entered. If the provider or location has changed, fix it here. Then click Start Examination.

Create the recording

A recording and an examination are almost the same thing: one recording, one patient, one exam. You'll see New Recording with the patient's name. Add a note for yourself if you want, then click Create Recording.

The box that appears is the start of your exam. Be in the exam room with the laptop or tablet, and put the microphone between you and the patient. Click Start Recording and run the exam the way you normally would.

Apply the recording to the Fitness for Duty form

Click Stop Recording. OSHEN transcribes the whole conversation into the transcript panel. When it's done, click Apply to a Form and choose Fit for Duty.

Give it 30 seconds to a minute. OSHEN reads the entire recording plus the patient record, pulls out everything it needs, and fills in every field on the form.

Review, edit, sign & lock the Fitness for Duty form

Click Full Page so you can read it comfortably. Every field is color-coded so you know where the answer came from:

Go through the entire form. Fix anything wrong by clicking into the field and typing. Anything you didn't discuss will say "not documented in the transcription." Check every date. Check that the right boxes are ticked — for example, "may work with the following limitations."

When it's right: type your name to sign off, then click the button to digitally sign. Only the person logged in can sign, and that's the name that goes on the form.

At the bottom you'll see Download, Save as Draft, Send to Clinician, and Sign & Lock. Use Sign & Lock. A locked form can never be changed — you can add an addendum later, but the original stays as signed. Then click Back.

Generate the Work Disposition Report

From the page you land on after clicking Back, click Generate Work Disposition Report. OSHEN takes the Fitness for Duty form you just verified and condenses it into the Work Disposition Report the employer needs. It takes a few seconds.

Edit the Work Disposition Report

Same drill: Full Page, then read every line. Check or uncheck boxes as needed — the evaluation type (Fitness for Duty / Return to Work), the work status (full duty, modified or light duty with restrictions, no work), and the restrictions themselves, which carry over from the form. The rest of the exam information fills in below.

Date, sign & lock the report

Enter today's date and the time, then click Sign & Apply. From here the report can be downloaded, saved, or sent to a clinician — usually the supervising physician. Finish with Sign & Lock so the report can't be altered.

Upload outside documents to the patient record

In the same patient profile, the Upload Document button in the corner is where letters from outside providers, lab results, or any other supporting paperwork go — usually as a PDF. Everything stays attached to the patient.