Help & Advice

Occupational Health FAQs

As part of our continuing efforts to ensure the best possible experience for clients and Bank Members we have partnered with Optima Health Limited to provide our Occupational Health Service. This will enhance our service for new and existing members to ensure we can progress Occupational Health clearance faster and to the highest standards of safety.

This will involve changes to the way we deliver part of our compliance journey and also how we look after our Bank Members during their career with us. Additionally, for our clients it will mean we can respond to changes in the need for Occupational Health Services and this will also allow us to scale up to meet additional demand.

Occupational Health FAQ's

You will receive an email request with log-in credentials from Optima Health Limited to complete a Pre-placement Questionnaire (Declaration of Health). Optima Health Limited, will look to work through your questionnaire as quickly as possible. Upon receiving this request, you will have 30 days to complete the form. After 30 days, your application will be withdrawn.

You will receive an email request with log-in credentials from Optima Health Limited to complete a Pre-placement Questionnaire (Declaration of Health). Optima Health Limited, will look to work through your questionnaire as quickly as possible. Upon receiving this request, you will have 30 days to complete the form.

You can contact Optima Health Limited via Email or Phone:

Helpdesk Telephone Number: 03300 084 321. The Optima Health Limited, Monday to Friday, between the hours of 08:00 and 18:00. (excluding public holidays)

Email: NHSProfessionals@optimahealth.co.uk

If you have opted out of your Occupational Health records being shared with Optima Health Limited, you will be given the option to consent for NHS Professionals to refer your personal details to Optima Health Limited to allow them to create a new referral for you. They will then send you a pre-placement questionnaire to gather your medical information. You will also be asked to provide your immunisation evidence to Optima Health Limited at the appropriate time. If you have completed your declaration of health and are within immunisation stages, you will be asked for consent to be referred for Optima Health Limited’s immunisation service to progress your immunisations towards becoming fully compliant for your role. Instead of restarting the entire process and having to complete health related questionnaires again.

If you have chosen to opt out of the transfer of your Occupational Health records and decline the alternative option, your application will be withdrawn, and any data we hold for you will be destroyed in line with NHS Professionals Information Governance Policy and records retained in line with the appropriate retention period requirements. To see what data we hold for you and why please click on this link.

Details associated to our GDPR policies can be found here.

You can contact your GP for copies of your childhood Immunisation record/document. Your previous employer’s occupational health department will have a copy of your immunisation documents/records if you have worked in the same or similar role you are applying for now. Please call or email them to establish this information.  If you are unable to obtain your immunisation records, you will need to advise Optima Health Ltd who will need to make arrangements for a clinic appointment. 

The option to seek own arrangements for immunisations was only for the transfer period up until 19th April 2021. This date has now passed, please await contact from Optima Health to book in for required clinics.

If you have received immunisations paid for by yourself before 19th April 2021 and require reimbursement, for NHS Professionals to provide you with efficient reimbursement please ensure you provide by email to CSWD.OH@NHSProfessionals.nhs.uk.

Evidence of your appointment

Evidence of payment such as invoice or receipts, this has got to show the immunisation or product which was purchased.

Please ensure these also include your full name and date of birth. Without this information, receipt alone will not confirm the immunisation purchased has been administered to you.
Sort code, account number and name of bank for repayment.

All requests need to be addressed to Optima Health Ltd. Requests can be made from third parties, such as solicitors for an employee. Third party requests may be deemed as a SAR or an access to medical records request dependant on the content of the request. Requests will only be processed with consent from the data subject.  

All requests will need to accompany with ID, this includes passport or drivers’ licence and utility bill which confirms data subject name and address.  

Requests should be dealt with in 1 month. However, a further 2 months can be given if request is considered excessive (totalling 3 months). This requires communicating with data subject.  

To make requests for records contact Optima Health Directly at:

Helpdesk Telephone Number: 03300 084 321  

Email: NHSProfessionals@optimahealth.co.uk  

Optima Health (NHS Professionals)  
Unit 2  
Hayland Street  
Sheffield
S9 1BY 

Immunisation evidence can be submitted direct to Optima Health Limited when clinics are arranged by Optima Health Limited directly with you.

Contact Optima Health Limited by Email: NHSProfessionals@optimahealth.co.uk

Or Helpdesk Telephone Number: 03300 084 321 to find out more information about how they expect your evidence to be sent.

All referrals will be assessed, should more information be required or in the event of further intervention, Optima Health Limited will contact you.

If you have applied through the Bank Exclusive route, we will monitor the progress of all applicants and we will review any restriction related to Occupational Health so you can continue to book shifts as long as you have completed all other aspects of the process.

If you are a Bank Only or Care Support Worker development (CSWD) applicant, you will be required to wait until all your compliance is completed before picking up bank shifts. You will be contacted by Optima Health Limited shortly to complete a pre-placement questionnaire. After this is complete, you will progress onto your immunisations.

Optima Transfer FAQ’s