🇺🇸 United States 🇺🇸 United States · OSHA medical surveillance + ACOEM Fitness-for-Duty model

Role-based assessment templates

US occupational medicine is more directive than the UK model: the physician certifies fitness for duty (FFD), authorizes return to work, and sets functional restrictions. OSHA standards mandate substance-specific medical surveillance. 9 starter archetypes below — adapt to the real worker.

ACOEM Fitness-for-Duty model — more directive than the UK

  • Unlike the UK's advisory "may be fit for work" note, US OH certifies fitness for duty, authorizes return to work, and sets functional restrictions (ACOEM model).
  • OSHA standards mandate substance-specific medical surveillance, usually triggered at the action level (≈ 50 % of the PEL) for ≥ 30 days/year, not the PEL itself.
  • The written opinion to the employer carries functional limitations only — never diagnoses (ADA + HIPAA + GINA segregation).
  • Records kept employment + 30 years (29 CFR 1910.1020). Medical Removal Protection preserves earnings during statutory removal.

DOT CDL commercial driver — FMCSA medical certification

dot-cdl-driver

OSHA exam data

OSHA / regulatory citation: 49 CFR 391.41 (physical qualifications) + 391.43 (medical examination) + NRCME National Registry of Certified Medical Examiners

Periodicity: 24 months (recertification required)

Key thresholds

  • Vision: ≥20/40 each eye + binocular (corrected) · ≥70° horizontal field each eye · color recognition of red/amber/green
  • Hearing: perceive forced-whisper at ≥5 ft, or ≤40 dB average loss (500/1000/2000 Hz) in better ear
  • BP: <140/90 certify 2 yr · 140-159/90-99 stage 1 = 1 yr · ≥180/110 cannot certify until controlled
  • Insulin-treated diabetes: certifiable via FMCSA ITDM assessment form (MCSA-5870)

vision

  • Visual acuity each eye + binocular WITH correction worn (Snellen 20 ft)
  • Visual acuity each eye + binocular WITHOUT correction (for documentation)
  • Peripheral horizontal field each eye (confrontation): >=70 degrees in horizontal meridian (each eye)
  • Color recognition for traffic signal colors (red, amber, green) — Ishihara or color vision test or functional recognition
  • Binocular vision testing

hearing

  • Forced whisper test at 5 feet (using one ear at a time, opposite ear covered, whisper from behind to prevent lip reading) OR
  • Audiometric test: average hearing loss in better ear at 500, 1000, 2000 Hz must be <=40 dB

cardiovascular

  • Blood pressure (systolic/diastolic) — multiple measurements if elevated
  • Heart rate and rhythm (12-lead ECG NOT routine but FMCSA recommends if symptoms/history)
  • Cardiac auscultation (murmurs, gallops)
  • Peripheral pulses + edema
  • Carotid auscultation

neurologic psychiatric

  • Gait observation
  • Strength testing if neurologic symptoms
  • Coordination (finger-to-nose, tandem walk)
  • Mental status / orientation impression
  • Tremor assessment

musculoskeletal

  • Range of motion neck, back, extremities
  • Grip strength impression
  • Ability to grasp steering wheel + manipulate pedals (functional)
  • Loss of limb or function (SPE assessment)

respiratory

  • Lung auscultation + breath sound quality
  • Spirometry if COPD or restrictive disease history (NOT routine)

general

  • Height, weight, BMI calculation (BMI >=35 — STOP-BANG triggers OSA further evaluation)
  • Neck circumference (>17 in male, >16 in female — OSA risk)
  • General body habitus
  • Skin (jaundice, pallor, signs of substance use)

urinalysis

  • Urinalysis (dipstick): protein, blood, sugar (glucosuria triggers HbA1c)
  • If glucosuria, blood glucose or HbA1c follow-up

Complementary tests

  • Urinalysis dipstick — Every DOT exam — protein, blood, sugar
  • ECG 12-lead — Not routine; required if cardiac history, current symptoms, or anticoagulation/pacemaker
  • HbA1c — If glucosuria detected, or DM on oral or insulin treatment
  • Polysomnography or HSAT (Home Sleep Apnea Test) — If STOP-BANG positive OR BMI >=35 + neck circumference threshold OR symptoms; AHI >=20 untreated disqualifies
  • Pulmonary function tests (spirometry) — If COPD diagnosis or severe respiratory disease
  • Visual fields formal testing (Goldmann or automated perimetry) — If confrontation field abnormal or glaucoma diagnosis
  • Cardiac stress test, echocardiogram, or holter monitor — Per FMCSA Cardiovascular Advisory Panel guidance for specific cardiac conditions
  • Pre-employment / random / reasonable-suspicion / post-accident / return-to-duty / follow-up drug + alcohol testing — DOT drug + alcohol testing 49 CFR Part 40 — separate process from medical exam but parallel

Note: Examiner must be a Certified Medical Examiner on the FMCSA National Registry (NRCME). Exam recorded on Form MCSA-5875; certificate is the MCSA-5876 'DOT card'. Directive model: the CME certifies / denies / sets the certification period.

CFR / source ↗

Healthcare worker — Bloodborne Pathogens Standard

hcw-bloodborne-pathogens

OSHA threshold card

OSHA / regulatory citation: 29 CFR 1910.1030 (Bloodborne Pathogens) + HBV vaccination + post-exposure evaluation + sharps injury log

Periodicity: Pre-placement HBV offer within 10 days of assignment + post-exposure evaluation on each incident

Key thresholds

  • HBV vaccination series offered free of charge within 10 working days of assignment to at-risk duties
  • Post-exposure: source + exposed-worker testing, PEP per USPHS guidance, confidential medical evaluation
  • Sharps injury log maintained (employers >10 employees); annual review of engineering controls
  • Exposure Control Plan reviewed annually; Universal Precautions; HBsAg/anti-HCV/HIV post-exposure baseline

Note: Written physician opinion to employer is limited to vaccination status and whether evaluation/follow-up was performed — diagnostic detail stays confidential (29 CFR 1910.1030(f)).

CFR / source ↗

Lead-exposed worker — OSHA Lead Standard + Medical Removal Protection

lead-osha

OSHA exam data

OSHA / regulatory citation: 29 CFR 1910.1025 (general industry) + 1926.62 (construction)

Periodicity: Before exposure begins

Key thresholds

  • PEL: 50 µg/m³ as an 8-hour TWA
  • Action level: 30 µg/m³ (8-hr TWA) — triggers exposure monitoring + medical surveillance
  • Medical Removal Protection: remove at BLL 60 µg/dL (general); 30 µg/dL for workers planning pregnancy / reproductive protection
  • Return to lead work only when BLL <40 µg/dL; Medical Removal Protection preserves earnings/benefits up to 18 months

general

  • BP (target <120/80 lower threshold than general population per ACC/AHA + lead nephropathy concern)
  • Weight (Pb anorexia common)
  • Skin (pallor; lead line on gingiva rare in chronic exposure)

oral

  • Inspect gingival margin for Burton's line (blue-black lead line) — rare in modern workers but pathognomonic

abdominal

  • Palpation for tenderness (lead colic typically diffuse, paroxysmal)
  • Auscultation (hyperactive sounds in acute colic)

neurologic

  • Cranial nerves
  • Motor: distal weakness (wrist drop classic peripheral motor neuropathy in heavy exposure)
  • Sensory testing — distal symmetric polyneuropathy
  • Deep tendon reflexes (may be diminished in heavy exposure)
  • Cognitive screen (Mini-Cog or AD8 if concerns)
  • Tremor and gait

renal

  • BP
  • Urinalysis for proteinuria

Complementary tests

  • Blood lead level (BLL) — Mandatory per periodicity above
  • Zinc protoporphyrin (ZPP) — Every 6 months with BLL; chronic exposure marker
  • CBC with differential + RBC indices — Anemia, basophilic stippling (lead intoxication)
  • BUN, serum creatinine, eGFR (race-free CKD-EPI 2021) — Renal function
  • Urinalysis with microscopy — Proteinuria, hematuria
  • Pregnancy test (Beta-hCG) — Female of reproductive capacity — employer must offer; required for medical removal protection determination at lower BLL thresholds
  • Reproductive evaluation (sperm analysis, etc.) — Worker-requested or PLHCP if subfertility/symptoms
  • Cumulative bone lead measurement (K-shell XRF) — Research only; not routine clinical

Note: MRP is a statutory earnings-protected removal. Cal/OSHA (8 CCR 5198, 2024 update) and CDC ABLES use lower reference values — check state overlay.

CFR / source ↗

Hearing conservation — OSHA Noise Standard

hearing-conservation-osha

OSHA exam data

OSHA / regulatory citation: 29 CFR 1910.95 (occupational noise exposure / hearing conservation program)

Periodicity: Within 6 months of first exposure at or above action level (within 12 months if mobile testing van used)

Key thresholds

  • Action level: 85 dBA as an 8-hour TWA — triggers the Hearing Conservation Program
  • PEL: 90 dBA TWA (5 dB exchange rate)
  • Standard Threshold Shift (STS): ≥10 dB average shift at 2000/3000/4000 Hz vs baseline (either ear)
  • On confirmed STS: hearing protector refit + retraining; record on OSHA 300 log if work-related & ≥25 dB from audiometric zero

otologic

  • Bilateral otoscopy: external auditory canal (cerumen, otitis externa), tympanic membrane (color, mobility, perforation, retraction, fluid level)
  • Pneumatic otoscopy if available
  • Weber and Rinne tuning fork tests (512 Hz)
  • Inspect for keloid scarring or signs of prior otologic surgery

general

  • BP and CV risk factor screening (hearing loss + CV correlation)
  • Neurologic: cranial nerves VII and VIII

Complementary tests

  • Otoacoustic emissions (OAE) — Optional — may detect cochlear changes earlier than pure-tone audiometry; not OSHA-required
  • Speech-in-noise testing (HINT, QuickSIN) — Optional — better correlates with functional hearing complaint than pure-tone in noise; not OSHA-required
  • Tympanometry — If conductive component suspected on Weber/Rinne or otoscopy
  • Referral audiology / otolaryngology — Asymmetric hearing loss, sudden hearing loss, conductive loss, abnormal otologic exam
  • MRI internal auditory canal — Asymmetric sensorineural hearing loss (rule out vestibular schwannoma)

Note: Annual audiometry is the surveillance core. NIOSH recommends a 3 dB exchange rate and an 85 dBA REL (more protective than the OSHA PEL).

CFR / source ↗

Shift / night worker — NIOSH Hierarchy + Total Worker Health

shift-worker-niosh

OSHA exam data

OSHA / regulatory citation: NIOSH (no federal OSHA shift-work standard) + AASM Shift Work Disorder (ICSD-3) + ACOEM Fatigue Risk Management

Periodicity: Voluntary annual screening recommended by NIOSH for shift workers

Key thresholds

  • NIOSH Hierarchy of Controls applied to schedule design (eliminate/substitute before PPE-equivalent coping)
  • Total Worker Health: integrate work organization, sleep, metabolic and cardiovascular risk
  • Screen: Epworth Sleepiness Scale, STOP-BANG (OSA), shift-work disorder criteria (ICSD-3)
  • IARC 2019: night shift work classified Group 2A (probably carcinogenic to humans)

general

  • BMI + waist circumference + BP
  • Body habitus (obesity is OSA risk factor)

ENT OSA

  • Modified Mallampati score
  • Neck circumference (>17 male / >16 female elevated OSA risk)
  • Retrognathia, micrognathia
  • Tonsillar grade

cardiovascular

  • BP (HTN association with shift work)
  • Heart rate and rhythm

mental status

  • Mood screen (PHQ-2/GAD-2)
  • Cognitive impression

Complementary tests

  • Polysomnography (PSG) or Home Sleep Apnea Test (HSAT) — STOP-BANG positive, BMI >=35, witnessed apnea, excessive daytime sleepiness
  • Sleep diary (2 weeks) — Document sleep-wake pattern, identify circadian misalignment
  • Actigraphy (1-2 weeks) — Objective sleep-wake monitoring; complements diary
  • Multiple Sleep Latency Test (MSLT) — Quantify daytime sleepiness; differentiate narcolepsy
  • Maintenance of Wakefulness Test (MWT) — Assess ability to stay awake — relevant for safety-sensitive workers
  • Mood + cognitive screening (PHQ-9, GAD-7, Mini-Cog if indicated) — Depression/anxiety comorbidity in shift workers

Note: Voluntary/advisory framework — there is no federal medical-clearance mandate for shift work; ACOEM and sector regulators (FMCSA, FRA) carry the fatigue-risk guidance.

CFR / source ↗

Asbestos-exposed worker — OSHA Asbestos Standard

asbestos-osha

OSHA exam data

OSHA / regulatory citation: 29 CFR 1910.1001 (general industry) + 1926.1101 (construction) + 1915.1001 (shipyards)

Periodicity: Employees exposed at or above AL >=30 days/year; OR engaged in Class I/II/III/IV work; OR wears negative-pressure respirator

Key thresholds

  • PEL: 0.1 fiber/cc as an 8-hour TWA
  • Excursion limit: 1.0 fiber/cc averaged over 30 minutes
  • Surveillance triggered at/above PEL or excursion limit (≥30 days/year)
  • Components: respiratory questionnaire, chest X-ray (B-reader) at physician's discretion, spirometry

respiratory

  • Inspection: chest wall, accessory muscle use, cyanosis
  • Palpation: tactile fremitus
  • Percussion: dullness over effusion or consolidation
  • Auscultation: bilateral basal velcro-type fine crackles (classic for asbestosis), pleural rub, decreased breath sounds (effusion)

cardiac

  • P2 evaluation (pulmonary hypertension if advanced fibrosis)
  • Right ventricular heave

general

  • Clubbing (chronic interstitial fibrosis)
  • Cyanosis
  • BMI + nutritional status

lymph nodes

  • Supraclavicular and cervical (mesothelioma can present with adenopathy)

Complementary tests

  • Chest X-ray (PA + lateral) — Mandatory at baseline + periodic per OSHA schedule. B-reader interpretation (NIOSH-certified) using ILO classification system if positive findings
  • Pulmonary function tests (FVC + FEV1 + FEF25-75 + DLCO) — Baseline + periodic. Restrictive pattern with reduced DLCO classic for asbestosis
  • High-resolution CT chest (HRCT) — If CXR abnormal, persistent symptoms with normal CXR, or surveillance of high-risk individual (ACOEM/ATS recommendation in heavy-exposure workers)
  • Low-dose CT for lung cancer screening — Eligible workers (USPSTF B 50-80, >=20 pack-years, current/quit <=15 yr); especially valuable in asbestos-exposed smokers (synergistic risk)
  • Pleural fluid analysis if effusion — Cytology + cell block (calretinin, podoplanin, WT-1, mesothelin) if mesothelioma suspected
  • Pleural biopsy — Mesothelioma diagnostic confirmation
  • ILO B-reader interpretation — All asbestos CXRs with abnormality; NIOSH B-reader required for medico-legal cases
  • Fiber burden analysis — Research/medico-legal only — counted in lung tissue; rarely clinical

Note: EPA TSCA 2024 rule phases out chrysotile. Latency is long (mesothelioma 30-50 yr); smoking is multiplicatively synergistic for lung cancer.

CFR / source ↗

Respirator user — Respiratory Protection medical evaluation

respirator-user

OSHA threshold card

OSHA / regulatory citation: 29 CFR 1910.134 (medical evaluation, Appendix C questionnaire) + annual fit-test

Periodicity: Medical evaluation BEFORE fit-test/use; re-evaluate on symptom change, PLHCP request, or workplace change

Key thresholds

  • Mandatory OSHA Respirator Medical Evaluation Questionnaire (Appendix C) reviewed by a PLHCP
  • PLHCP issues a written recommendation: cleared / cleared with restriction / not cleared (functional only)
  • Fit-test (qualitative or quantitative) for tight-fitting respirators at least annually + on facial change
  • Tight-fitting facepieces require clean-shaven seal area; consider PAPR/loose-fitting alternatives

Note: Medical clearance is a prerequisite to fit-testing and use. The written opinion to the employer states only fitness to wear the respirator, never the underlying condition.

CFR / source ↗

Welder — manganese + hexavalent chromium + welding fume

welder

OSHA threshold card

OSHA / regulatory citation: 29 CFR 1910.1000 (manganese PEL) + 1910.1026 (Cr(VI)) + NIOSH welding fume guidance

Periodicity: Cr(VI) surveillance at/above the action level (≥30 days/yr); manganese neurological screen per exposure

Key thresholds

  • Hexavalent chromium Cr(VI) — PEL: 5 µg/m³ (8-hr TWA); action level 2.5 µg/m³ → surveillance (29 CFR 1910.1026)
  • Manganese (welding fume) — OSHA PEL: 5 mg/m³ ceiling; NIOSH REL: 1 mg/m³ TWA + 3 mg/m³ STEL (significantly stricter) — 29 CFR 1910.1000 Table Z-1 + NIOSH Pocket Guide. ACGIH TLV: see ACGIH (copyrighted, not reproduced).
  • Manganism / occupational parkinsonism — symptoms: tremor, bradykinesia, mask facies, gait disturbance, cognitive slowing, emotional lability. Baseline + periodic neurological exam if exposed (UPDRS-style screen).
  • Manganese biomarkers: blood manganese (limited specificity); brain MRI T1 hyperintensity of the basal ganglia (globus pallidus), classic in chronic exposure — per clinical indication.
  • Welding fume classified IARC Group 1 (carcinogenic to humans, 2017).
  • Components: spirometry, respiratory + neurological history, Cr(VI) surveillance where triggered.

Note: No single welding-specific OSHA exam standard — surveillance is driven by the substance-specific standard (Cr(VI) 1910.1026, manganese Table Z-1) the process triggers. Manganese values cross-referenced to the OSHA PELs table (us-pel-014) + occupational disease catalogue (manganism). Mn biomarker is blood + MRI, not urinary.

CFR / source ↗

Construction worker — OSHA Construction standards

construction

OSHA threshold card

OSHA / regulatory citation: 29 CFR 1926: Subpart M (fall protection) + 1926.59/HazCom + 1926.62 (lead) + 1926.1153 (respirable crystalline silica)

Periodicity: Exposure-triggered (lead/silica surveillance) + role-based (fall protection has no explicit federal medical mandate)

Key thresholds

  • Fall protection required at ≥6 ft in construction (29 CFR 1926.501 Subpart M)
  • Respirable crystalline silica PEL: 50 µg/m³ (8-hr TWA); action level 25 µg/m³; medical exams every 3 yr if respirator ≥30 days/yr (29 CFR 1926.1153)
  • Lead in construction: PEL 50 µg/m³, action level 30 µg/m³, MRP per 29 CFR 1926.62
  • Hazard Communication: Safety Data Sheets + labeling + worker training (29 CFR 1926.59)

Note: Construction layers multiple substance standards; OSHA Subpart M sets no explicit medical-clearance requirement for working at height, so fitness is role-based risk assessment (ACOEM guidance).

CFR / source ↗

Under the physician's clinical judgement

  • OH provides advisory capability assessment + accommodation recommendations; the employer makes employment decisions (ACOEM Code of Ethical Conduct).
  • The written opinion shares functional limitations only — never diagnoses (AMA Code of Medical Ethics Opinion 1.2.6 + HIPAA + ADA + GINA segregation).
  • ADA medical-inquiry rules: no medical inquiry pre-offer; post-offer any inquiry if applied uniformly; current employees only if job-related and consistent with business necessity (29 CFR 1630.14).
  • No patient data stored beyond statutory retention (OSHA medical records: employment + 30 years, 29 CFR 1910.1020).

Reportar a xOH

Si detectas un error clinico, una dosis sospechosa o quieres sugerir una mejora. No incluyas datos identificables del paciente en el cuerpo del email, por favor.

Adjuntamos URL + version automaticamente. Tu email queda gestionado por tu cliente local. xOH no recibe ni almacena nada.