Odoo ERP for medical centers: complete clinic management and quality patient service
Optimize appointment scheduling, maintain electronic medical records (EMR), and automate financial reporting in a secure unified system
Odoo capabilities for a medical clinic:
- CRM – customer and partner relationship management
- Sales Management
- Company Website
- Order Registration
- Other Process Management
Clinic Structure
Automating a clinic or spa center begins with defining the organizational structure of the company or group, the composition of medical facilities, offices, and workrooms.
Each room has its own specialization and is assigned to the doctors who will work there.
The composition of clinics and their offices can change. There is a concept of room availability.
Doctor Specializations
Each doctor has a specific specialization or set of competencies. This allows for quick appointment scheduling when a patient requests a specific consultation.
Doctor Work Schedule
Each doctor has a personal work schedule approved by the clinic administration. Schedule types are unlimited and can be individual. Time slots when the doctor is available are specified.
Schedule data is actively used when planning appointments.
A doctor can be available and see patients in different offices designated for that type of appointment. This provides flexibility in scheduling appointments and maximizes the efficient use of specialists' time.
Client Management
Negotiations with clients are an integral part of clinic managers' work. The manager's task is to guide each client to actual service delivery and receive payment. All stages of working with a client are recorded in the sales funnel.
Deal Form
The client deal form contains data about the insurance policy, the list of services ordered by the client, and other data.
The deal form serves as the main dashboard for planning the patient's upcoming visit and contains the necessary information for convenient communication with the client.
The deal form is adapted for quick client calls using IP telephony. The call is recorded in the system, and the recording can be played back.
Appointment Scheduling
The system makes it easy to schedule patient appointments. The system creates available time slots for appointments, and the manager selects a convenient time for the client from the available slots.
The time allocated for an appointment depends on the selected services. Each service has a planned duration. The system ensures that individual appointments do not overlap.
The doctor's availability schedule is clear and intuitive, showing available and occupied slots highlighted with colors.
Appointment Card
The result of appointment scheduling is an appointment card. The card records appointment planning data and appointment results, including the doctor's conclusion and notes.
Consultation Report
The doctor prepares a professional report that can be printed and provided to the patient.
The system stores the entire history of the relationship with the patient, including consultation reports.
Declarations
In addition, the system works with Declarations.
The patient card indicates whether the patient has a declaration.
Service Package
The Odoo system provides flexible service composition capabilities and the ability to create service packages.
For example, a clinic can sell a product such as a CheckUp, which includes several diagnostic services.
In addition, a client can purchase a test package, which ensures a comprehensive approach to patient diagnostics.
Cashier Workstation
The company can have multiple cash registers for accepting payments from patients.
In a clinic, the cash register can be a separate room, or payments can be accepted by administrators at the reception desk.
All data about services provided is available at the cash register. The cashier workstation is convenient and functional.
Materials Accounting
For a clinic, it is important to ensure the accounting and control of consumable materials and medications. Warehouse staff are involved in the system for tracking goods in the warehouse and storage rooms.
The issuance of consumables to company employees is recorded in the system; when necessary, medications are transferred to doctors for accountability.
Write-offs can occur in accordance with the company's accounting policy: by standards or by actual usage.
The system automatically generates reports on the use of medications and consumable materials based on accumulated data.
Batch tracking is implemented through the mandatory labeling of each shipment with unique lot numbers upon receipt in the warehouse. Odoo monitors the lifecycle of each box of medications, automatically blocks expired products from sale, and maintains complete traceability from the manufacturer to the specific patient.
Yes, thanks to the open REST API and IoT box (Internet of Things), Odoo easily integrates with local MIS, government registries, and laboratory analyzers. Data from test results or patient records can be automatically transmitted to the system for calculating treatment costs or generating invoices.
Appointment scheduling is managed through the "Calendar/Appointments" module, which integrates with the clinic's CRM system. Patients can independently choose an available time slot on the clinic's website, after which the system reserves the time for a specific doctor, sends an SMS confirmation, and automatically creates an appointment record.
The write-off of materials is automated using procedure technological maps (analogous to a production BOM). When a doctor records the completion of a procedure or appointment in the system, Odoo automatically deducts the standard amount of consumables from the cabinet's inventory, simplifying daily accounting for the head nurse.
Confidentiality is implemented through Odoo's security architecture, which allows for flexible access restrictions to information at the individual record level (Row-Level Security). The medical record and history of illnesses are only visible to the attending physician, while reception administrators have access only to contact information and financial calculations.
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