Work-Related Exams & Clinical Care


Cover the Work-Related Exams Review Session and Clinical Care (Non-Occ) workflows to gather necessary information and identify any gaps.


Review the standard  WebChart workflows and gather information needed for system setup of work-related exams and non-occupational health clinical care.

Agenda - 2 Hours

  • Demonstrate Work-Related Exam Functionalities
    • Driver Fitness Determination (DOT)
    • Pre-Placement
    • Travel Management
  • Demonstrate Non-Occupational Health Clinical Care Workflows
    • Clinical Care Overview
    • In-House Tests and Procedures


Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings.

WebChart Documentation

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