How-a-Healthcare-firm-Hired-Certified-Odoo-developers-for-DIY-Implementation

Hire On Demand Odoo Developers to Deliver ROI in Healthcare

Let’s check how how this Healthcare firm without the hassles of hiring a full time in premise team was able to transform their journey from manual operations and workflows to automation by utilizing the power of Odoo ERP software.


Our Healthcare client basically works out of multiple geographical locations where it provides healthcare and diagnostic services (Diagnostics, OPD, Pharmacy, Insurance Claims). They are having 200+ employees and the ErP stack implementation was for Odoo 18 and the engagement model used was in house ownership along with support on demand Odoo developers. Their goal was to join all operations without the need for a full service ERP vendor.


So coming down to what they actually faced on a day today basis was that they could not manage their operations across various healthcare departments like billings, pharmacy, lab reports, appointments, HR, and insurance. The main problem within these disconnected departments was that information was not readily available to staff members and this was causing an increasing number of errors.


Hence to sought to take an approach that could help them resolve this problematic issue. Instead of outsourcing the ERP implementation projected the sought to a smart approach that would basically allow them to have the Odoo ERP implementation done on their own terms but would alongside take the support by hiring on demand Odoo developers.

 


Well, this kind of hybrid model gave them complete control over their ERP project along with speed, flexibility and one main point here is that without the liability of hiring permanent Odoo developers.

Let’s Check what Challenges were faced

  • Staff used to track the patient appointments through spreadsheets on their systems which was prone to data leakage, accuracy and could not be efficiently managed.
  • Due to manual entries made for the lab reports there were delivery delays in providing the patients with reports.
  • Inventories for the pharmacy stock were done by manual checks and entries that were leading to pharma inventory discrepancies.
  • There was no unified billing or patient monitoring system which they could use for tracking patient care as it was leading them to high errors and administrative costs.
  • Manual efforts were used for GST and insurance claim reconciliation as they had no system in place to help with this.
  • Every tool that they used to work on for their operations were standalone and disconnected.

The internal team had domain knowledge but lacked the technical resources to build and deploy an ERP. They wanted to stay in control—but needed hands-on support to execute.

Objectives

  • The main requirement was to setup a system that could combine the information of patients, lab, pharmacy, HR, and finance
  • They were seeking the control of the project to be in their hands while side by side they could leverage Odoo experts for their development purposes
  • Also, they required not to have a long term hiring contract depending on their project requirements
  • They wanted to have a seamless communication between their hospital departments
  • Apart form that, they wanted to reduce billing errors and thus have improved patient engagements

Scope of Work

They were looking out to implement core Odoo ERP modules that were having specific workflows as per the healthcare and hospital specifications.

Core Modules:

  • CRM & Patient Onboarding
  • Appointment Management
  • Inventory & Pharmacy
  • Accounting (GST compliance)
  • HR & Payroll
  • Lab Workflow Integration
  • Multi-Level Insurance Claim Processing

Staff Augmented Resources:

  • Hire certified Odoo developer (for module-level coding)
  • Hire Odoo consultant (for process mapping & training)
  • Hire remote Odoo developers (for integrations and deployment)
  • QA engineers and DevOps (via short-term staff augmentation)

Solution Design & Implementation

The project followed a phased DIY implementation model with complete technical support from on demand Odoo experts that they hired from us.

Implementation Blueprint:

Phase DIY Ownership Augmented Expert Support
Planning Internal team defined processes Consultant mapped to Odoo modules via GAP-FIT
Infrastructure Opted for Odoo.sh DevOps set up staging, production & backups
Configuration Prioritized CRM, Pharmacy, Accounts Remote Odoo developers customized modules
Customization Identified custom insurance flows Developers implemented workflows & triggers
Migration Compiled legacy data QA validated imports & cleaned inconsistencies
UAT & Training Assigned departmental users Consultant conducted training & issue tracking
Go-Live Managed rollout in phases Support developer resolved launch bugs

Execution Challenges

Look everything was great but still there were many challenges that they were facing, like let me be short and precise with them –

  • Mapping non-standard patient flows into standard Odoo logic
  • Syncing pharmacy prescriptions with real-time stock reduction
  • Creating multi-level insurance approvals across multiple panels
  • Resistance to change from legacy tool users
  • Maintaining version control and testing cycles with limited internal tech staff

Resolution Tactics Used:

  • Hired dedicated On Demand Odoo developers for complex modules, on a weekly basis
  • Built custom APIs and scheduler logic to automate prescription and stock sync
  • Created role-based access workflows for insurance claim routing
  • Utilized sandbox environments to train hesitant users
  • Implemented Git version control and cloud deployment pipelines

Results & Impact

Operational Gains

  • 60% reduction in billing errors through automated invoicing
  • Real-time pharmacy inventory across all counters
  • Instant insurance reporting and multi-panel reconciliation
  • Automated WhatsApp alerts for patient appointments and billing
  • GST-compliant invoices with e-signature integration
  • 92% staff adoption within 4 weeks of go-live

Cost & Flexibility Wins

  • Avoided hiring full-time ERP team
  • Scaled staff up/down based on module needs
  • Got expert-level quality while retaining full ownership
  • Reduced total ERP project cost by ~45% compared to a fixed vendor model

Client Feedback & Innovation

“We didn’t outsource our ERP—we partnered with the right experts, only when we needed them. Staff augmentation gave us flexibility and speed while letting our internal team stay in charge.”
CTO, Healthcare & Diagnostics Group

Innovative Highlights

  • Custom insurance approval chains with policy document upload
  • WhatsApp API integrated for automated patient follow-ups
  • Pharmacy auto-deduction scripts tied to digital prescriptions
  • Lab reports auto-assigned to patient records and auto-notified via SMS

These customizations were possible only by hiring skilled On demand Odoo developers, avoiding delays and overhead.

Key Learnings & Project Team

Key Learnings

  • DIY ERP works best when paired with modular hiring of Odoo experts
  • Avoiding full-time hires saved budget and added delivery flexibility
  • Having one internal project champion helped unify departments
  • Starting with simple modules like CRM & Inventory helped build momentum
  • Detailed SOPs and Loom video tutorials improved training effectiveness

Project Team Composition

Role Model Responsibility
Internal ERP Lead In-house Strategy, coordination, feedback loop
Certified Odoo Developers Staff augmentation Custom development, module setup
Odoo Functional Consultant Staff augmentation UAT, user training, workflow mapping
DevOps & QA Short-term Server setup, data migration, testing

You don’t have to rely on a complete ERP agency to be successful. What you really need is the right people available when you need them and that’s exactly what staff augmentation provides. Whether you want to hire on demand Odoo developers, hire remote Odoo developers, or simply get started with DIY ERP implementation for your business—we can plug in the talent you need.

Just drop us a line at sales@apagen.com or call us at – +91-9971800665

Nishad Bhan

I have more than 9+ years of experience in Open Source eCommerce platforms like - Magento, Open Cart, CS-Cart, and more along with experience in Odoo ERP. Currently as a Manager - Content Strategist and audit I am well known for driving impactful content initiatives and ensuring quality compliance. I excel in crafting strategic content frameworks, optimizing editorial processes, and leading audits that enhance operational efficiency. My expertise spans - content planning, execution, and analysis, helping organizations align their messaging with business goals while maintaining high standards of accuracy and relevance.

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