How We Work

A smarter, better-supported way to run occupational health

From day one you get a dedicated team, a secure portal built for OH, and flexible delivery — onsite, virtual or hybrid — designed around your organisation and backed by clear management information.

Two colleagues collaborating over a laptop in a bright, modern open-plan office.
  • Onsite · Virtual · HybridFlexible delivery models
  • DedicatedCRM + Clinical Lead for every customer
  • LiveReporting through the portal
Delivery models

However works best for your people

We flex our delivery to fit your sites, your shifts and your workforce — most customers use a blend of all three.

Onsite

Our nationwide network of clinicians delivers assessments, health surveillance and clinics at your site. All you need is a suitable room — we bring the equipment and expertise.

Virtual

Remote consultations and online assessments give your people fast, convenient access to occupational health with no travel and minimal time away from work.

Hybrid

The best of both — onsite where hands-on clinical work is needed, virtual where it’s quicker and easier. We help you decide the right mix at triage.

Getting started

Onboarding that’s simple and well-managed

We make it easy to move to COPE, with your dedicated team guiding every step.

  1. 1

    Discovery

    We get to know your organisation, workforce and current provision — including your hazards, legal obligations and reporting needs.

  2. 2

    Tailored setup

    Your Clinical Lead configures assessment templates, referral routes and report formats around the way you work.

  3. 3

    Portal onboarding

    We set up your secure portal, add your users and walk your team through submitting referrals and running reports.

  4. 4

    Go live

    You start referring straight away, with your Customer Relationship Manager on hand and the free duty-nurse service available whenever you need advice.

  5. 5

    Ongoing review

    Regular check-ins and management information reviews help you spot trends and take a more proactive approach to workforce wellbeing.

Your dedicated team

A Customer Relationship Manager and Clinical Lead who know you

Every COPE customer is supported by a dedicated Customer Relationship Manager and a Clinical Lead who work closely together to build a deep understanding of your organisation. They tailor our reports to your needs and regularly review your management information with you — identifying trends and helping you take a more proactive approach to workforce wellbeing.

And whenever you need advice before making a referral, our free duty-nurse service lets you speak directly with an Occupational Health Adviser on the day, at no additional cost.

  • A named point of contact who understands your organisation
  • Reports tailored to your format and requirements
  • Regular management information reviews
  • Free duty-nurse advice before you refer
An office team in a meeting, with a woman presenting to seated colleagues in a contemporary workspace.
Reporting & management information

Live visibility of your occupational health activity

Our portal gives you real-time visibility of your provision at any time. See at a glance which assessments are complete, who is overdue and what’s coming up — so you always have a clear picture of your organisation’s status.

Run your own reports whenever you need them, and use your regular reviews with your Clinical Lead to understand results, identify emerging health trends across your workforce and evidence compliance with your legal obligations.

  • Live compliance dashboards and self-serve reporting
  • Automated recall management for health surveillance
  • Trend analysis reviewed with your Clinical Lead
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Real-time Reporting, on demand
Good to know

How working with COPE works

Our service is nurse-led. Experienced Occupational Health Advisers conduct the majority of assessments, with Occupational Health Physicians available for more complex cases — so every referral receives the right level of clinical expertise.

Subject to the employee’s consent, management referral reports are delivered on the same day as the appointment. You’re notified automatically as soon as a report is ready to download from the portal.

Yes. Our nationwide network of clinicians delivers onsite wherever you are in the UK — all you need is a suitable room and we take care of the rest. Many services are also available virtually.

Every COPE customer can speak directly with an Occupational Health Adviser on the day, at no additional cost, to decide the best course of action before making a referral.

Anyone in your organisation you authorise. Appointment details and reports are visible in real time to users with access, and you can run your own management information reports whenever you need them.

The employee’s consent is required before a report is released to the employer. We keep the process transparent for everyone, and your Clinical Lead can talk you through it.

THE COPE PORTAL

One secure platform, built in-house for occupational health

Submit referrals, track cases in real time and run your own reports — all in one secure, encrypted platform designed specifically for OH.

  • Submit referrals

    Raise a referral in minutes and let us handle triage, booking and reminders.

  • Real-time tracking console

    Follow every case from referral to report, with live status for your whole team.

  • Self-serve reporting

    Run your own management information whenever you need it.

  • Secure & encrypted

    Your data is protected in a platform built and maintained by COPE.

Let’s talk

See how COPE could work for your organisation

Tell us about your workforce and current provision, and we’ll show you how to improve consistency, quality and reporting.