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Free form template · Word

Annual Medical Examination Form

The annual medical examination form records the periodic health check of an existing employee, comparing current results with the pre-employment baseline and the previous year. It focuses on changes linked to workplace exposure, such as hearing or lung function decline, and ends with the doctor's fitness review and advice.

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[Company Logo][Company Name]

ANNUAL / PERIODIC MEDICAL EXAMINATION FORM

Form No.:
[Reference Number]
Examination Year:
[Year]
Date:
[DD/MM/YYYY]
Examining Doctor:
Dr. [Doctor Name]

Section 1 – Employee and Exposure Details

Employee Name
Employee ID
Designation
Department / Section
Date of Joining
Main exposures this year (noise / dust / chemicals / heat / vibration / night shift / screen work)
Average working hours per week
PPE used regularly

Section 2 – Interval Health History

Since the last exam, have you had…Yes / NoDetails
New or worsening cough or breathlessness?[Details]
Ringing in ears or difficulty hearing?[Details]
Skin rashes or irritation?[Details]
Back, neck or joint pain?[Details]
Eye strain or headaches?[Details]
Work injuries or sick leave over [Number] days?[Details]

Section 3 – Year-on-Year Comparison

ParameterBaseline (Joining)Last YearThis YearChange Noted
Weight / BMI[Value][Value][Value][Remark]
Blood pressure[Value][Value][Value][Remark]
Vision[Value][Value][Value][Remark]
Audiometry[Value][Value][Value][Remark]
Spirometry[Value][Value][Value][Remark]

Section 4 – Additional Tests

Blood tests done and results
Exposure-specific tests and results
Other investigations

Section 5 – Fitness Review

  • Fit to continue in present job
  • Fit with restrictions: [Details] until [DD/MM/YYYY]
  • Refer to specialist: [Specialty]
  • Recommend temporary or permanent redeployment
Advice to employee
Recommendations to employer on workplace controls

Declaration

I confirm the history I provided is correct. I have been informed of my results. I consent to the fitness outcome and work recommendations being shared with HR and my supervisor; detailed reports will remain with the medical officer.

Employee
[Employee Name]
Date: [Date]
Examining Doctor
Dr. [Doctor Name]
Reg. No. [Registration Number]

What this template includes

  • Employee's exposure history for the year (section, process, hours)
  • Interval health questionnaire on new symptoms
  • Year-on-year comparison table for key results
  • Exposure-specific tests tied to the role
  • Fitness review: continue, restrict, refer, redeploy
  • Advice to employee and recommendations to employer on controls

When to use it

  • Yearly health checks for factory workers in exposed processes
  • Periodic checks for drivers, operators and night-shift workers
  • Company-wide annual wellness check-ups for office staff
  • Health surveillance audits by clients or certifying bodies

How to customise this template

  1. 1Pull the previous year's values into the comparison table before the exam
  2. 2Use your role-wise test schedule from the occupational health policy
  3. 3Add lifestyle advice fields if running a wellness programme
  4. 4Schedule exams in batches by section to reduce production impact
  5. 5Send aggregate trends (not individual data) to the safety committee

HR tips

  • Track completion; missing employees often are the most exposed
  • Act on group trends, such as rising hearing loss in one area
  • Share each employee's own results with them
  • Keep records for the full period required by applicable rules

Periodic medical examinations for hazardous processes may be mandatory under the OSH Code, 2020 and state rules (with rules being notified); verify current test and frequency requirements with your medical officer.

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Frequently asked questions

Is an annual medical check-up mandatory for employees?+

For workers in certain hazardous processes it is required under applicable rules; for other employees it is a company benefit. The OSH Code also contemplates health check-ups for specified employees; check current rules.

What tests are part of an annual medical exam?+

Common tests include vitals, vision, blood tests and exposure-specific tests such as audiometry, spirometry or liver function for chemical exposure.

What happens if an employee's results worsen?+

The doctor may recommend restrictions, further tests or redeployment, and the employer should review controls in that work area.