Introduction About Odoo Healthcare ERP

Odoo CRM or Odoo Healthcare CRM module intends to assist sales team and intelligently manage enquiries, leads phone calls, opportunities and e-mails. All cardinal tasks such as identification, communication, assignment, prioritization, resolution, assignment and notification can be effortlessly managed with Odoo CRM application.

Key Features

• Trace Leads & Opportunities – Manage your sales team, sales funnel and monitor your best leads and opportunities up to the sales order.
• Sales Team – Organize Sales in different teams, sales executives, categories for better analysis and management. Helps to forecast and calculate sales performance
• Sales Activities – Schedule Sale activities such as phone calls, proposals or meetings and ling it with relevant leads and opportunities to see follow-up at a glance.
• Social Media Integrations– We empowered Odoo CRM by integration with Justdial, Google Ads, Facebook Ads, VOIP Telephony and many more.
• Plan Meetings & Phone call – Follow-up is always a time taking and painstaking process which can be done easily with Odoo CRM. Additionally, you can also share calender of meetings, sales task, logs of calls etc.
• Acquire Leads – Odoo CRM provides website integration forms, an email gateway and plugins to generate leads through web-services.
• Run Marketing Campaigns – Automate your lead processing using marketing campaigns that automate emails or paper mails.
• Get Real-time Statistics – Get precise forecasts with the Odoo CRM business intelligence engine to size up your sales activities. Flexible reporting options with pivot and graphical views and with all possible filters and groups.
• Helpdesk – Track Complaints, enquiries and complaints in easy to manage Helpdesk Module and keep track of tickets with status to give customer a great experience of interaction.
• Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports or inactivity on leads.

Odoo sales module of Odoo Healthcare ERP intends to augment Sales Team capabilities to intelligently and efficiently manage orders, quotations and customer master.

Key Features

• Professional Quotations – Generate complete and clean quotations with product descriptions, page breaks on email with online acceptance.
• Contract Management – Generate recurring contracts based on time and materials and generate invoices phase wise, maintain renewal and upselling opportunities.
• Pricelists – Maintain various pricelist for products according to customer category, country and other parameters.
• E-Commerce Connectors – Get connected to popular e-commerce platforms like Amazon & eBay to seamlessly track sales in one application
• Discounts & Approvals – Manage multiple discounting policies and order approvals based on business dynamics
• Integrated with CRM & Inventory – Seamlessly integrated with CRM & Inventory module to efficiently link various processes and provide real time status on orders
• Get Real-time Statistics – Get precise forecasts with the Odoo CRM business intelligence engine to size up your sales activities. Flexible reporting options with pivot and graphical views and with all possible filters and groups.
• Helpdesk – Track Complaints, enquiries and complaints in easy to manage Helpdesk Module and keep track of tickets with status to give customer a great experience of interaction.
• Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports

Odoo Purchase module facilitates the Purchase Team to manage procurement of raw material, supplier master and purchase orders efficiently and intelligently.

Key Features

• Purchase Automation – Automatically Generate RFQ’s & Purchase Orders based on stock levels, logistic rules, sales orders, forecast manufacturing orders, etc.
• Contract Management – Generate recurring vendor contracts based on time and materials and generate invoices phase wise, maintain renewal.
• Pricelists – Import Suppliers’ price lists and references to make quick purchase decisions based on promotions, quantities and special contract conditions.
• Purchase Tenders – Create Call for Bids for purchases to see vendor offers at a glance, compare quotes and choose the vendor using informed decision process.
• Purchase Agreement – Buy goods from a supplier at a pre-negotiated price, on a recurring basis during a specific period.
• Approvals – Order Approval process based on amount or product category as per company’s hierarchy
• Integrated with Sales, Inventory & Billing – Seamlessly integrated with Sales, Inventory & Billing module to efficiently link various processes and provide real time status on orders
• Get Real-time Statistics – Get precise forecasts on vendor’s performance for delivery delays, negotiated discounts on prices, quantities purchased. Flexible reporting options with pivot and graphical views and with all possible filters and groups.
• Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports

This one of its kind app enables to manage the Purchase Team intelligently and efficiently manages procurement of raw material, purchase order and supplier master.

Key Features

• Product Management – Create product and keep track of them by categories and inventory levels.
• Control Reception – Just click on a location and attain a thorough inventory analysis, for a specified period with the inventory control.
• Control Delivery – Automatically create delivery order and update inventory as per sales order.
• Trace Your Stock Moves – Track all past and future inventory transaction. List facilities transaction from one location to another location.
• Never Run Out of Stock – With minimum stock rule you have automatic order with the right quantity to get the maximum specified level.
• Drop shipping – Dropship Management allow you to dropship directly to your customer’s place.
• Inventory Valuation & Inventory Adjustment – Automatic valuate inventory and manually Inventory adjustment.
• Lot & serial No – Track product with lot and serial number.
• Multiple Warehouse/Locations – Manage multiple warehouse and multiple location in a warehouse.
• Stock Management & Reordering Rules – Manage Stocks and Predefine rules for procuremen
• Incoterms – Different type of incoterms for delivery of product.
• Integrated with Sales, Purchase & Billing – Seamlessly integrated with Sales, Purchase & Billing module to efficiently link various processes and provide real time status on orders.
• Integration with UPS, FedEx, DHL, USPS
• Barcode Support
• Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports.

This module is an integrated patient viewer that provides a cross-disciplinary where a patient-focused view of clinical information resident in Clinical Data Repository is provided.

Key Features

Health Record

The module will have the following capabilities:

• Ability to capture SOAP (Subject Objective Assessment & Plan)
• Ability to capture diagnosis with codes and status
• Ability to automatically generate and present treatment and discharge summaries
• Ability to capture outcomes
• Ability to make entries that are classified as being Critical Care Data (CCD) that may be visible to anyone – this information must be deemed to be critical for the survival of the patient and the lack of which may contribute directly towards fatal consequences for the patient
• Ability to generate, preview and print treatment summaries in OPD and discharge summaries in IPD/A&E settings

Prescription Management

The module will have the following capabilities:

• Prescription based auto scheduling of medications
• Manual scheduling of medications
• Dosage details with instructions
• Set Alarm/reminders for medications
• Record medication “taken”
• Patient Education Content for prescribed medications
• Show Active and Past Medications
• Medication report – for a period or for a medication

The Pharmacy Management System will keep track of drugs-related and other disposable items that have a definite expiry date. The system will maintain balances and a transaction history for each medication item including cost and suppliers.

Movements will be input manually and automatically from the sales/purchase order processing systems and transfer requests would automatically update stock balances. Stock would be valued on any of the following basis FIFO, weighted average and LIFO when a stock line is created the standard cost will be input. An issue note would optionally be printed for all issues. There would be no restriction on the number of stores held on the system. There would be no restriction on the number of bin locations held on the system.

The various services under the Pharmacy Management System module are given below:

• Demand
• Management/Indenting
• Drug Dispensing
• Drug Receipts
• Process Monitoring
• Stock Management
• Interfacing

The investigation services take care of all system critical information related to investigations that has a patient context. It ensures that proper care is delivered to the right patient by the right people after proper evaluation and assessment of the patient’s condition that can only be ascertained through investigations carried out in specialized laboratories and units and reporting them to the care provider to as high degree of accuracy as is possible under the current circumstances.

Pathology

The Pathology module of the Laboratory Information System module is to be used in the Pathology Department, serving the needs of the Inpatients, Outpatients, Emergency Departments and Operation Theatres.

All observations will use LOINC (Logical Observations Identifier Names and Codes) codes wherever applicable. All diagnosis will be coded using ICD10 when the former is not found to be satisfactorily able to address the correct diagnosis. The various services under the module are given below:

• Services
• Ordering
• Collection Lists
• Specimen Registration
• Work lists
• Results Entry
• Results Verification
• Results Reporting
• Charging

Microbiology

The Microbiology module of the Laboratory Information System module is to be used in the Pathology Department, serving the needs of the Inpatients, Outpatients, Emergency Departments and Operation Theatres.

All observations will use LOINC (Logical Observations Identifier Names and Codes) codes wherever applicable. All diagnosis will be coded using ICD10 when the former is not found to be satisfactorily able to address the correct diagnosis. The various services under the module are given below:

• Services
• Ordering
• Collection Lists
• Specimen Registration
• Work lists
• Results Entry
• Results Verification
• Results Reporting
• Charging

Biochemistry, Hematology & Serology

This module of the Laboratory Information System module is to be used in the Pathology Department, serving the needs of the Inpatients, Outpatients, Emergency Departments and Operation Theatres.

All observations will use LOINC (Logical Observations Identifier Names and Codes) codes wherever applicable. All diagnosis will be coded using ICD10 when the former is not found to be satisfactorily able to address the correct diagnosis. The various services under the module are given below:

• Services
• Ordering
• Collection Lists
• Specimen Registration
• Work lists
• Results Entry
• Results Verification
• Results Reporting
• Charging

Radio-Diagnostic Information System

The Radiology system will cater to all the requirements of the Radiology Department: it provides for scheduling of appointments for examinations, examination registration, results reporting, entry of post examination information, and film tracking.

The system would interface to the Pharmacy Management and Inventory Control applications to update the consumption details directly. The various services under the module are given below:

• Radio-diagnostic Setup
• Appointments
• Investigations
• Results Reporting
• Post-investigation
• Management
• Film Tracking
• Charging
• Queries & Reports

Blood Bank Management System

The Blood Bank Management System module will cater for the management of all donor records, bloodstock, laboratory, inventory and patient-related operations for Blood Bank.

The system would interface with the Inventory Control, Patient Billing, Order Management, and Nursing Information System applications to update the consumption details directly. The various services under the module are given below:

• Donor Management
• Blood Stock Management
• Laboratory Operations
• Charging
• Local Inventory Management

The Patient Billing System provides the hospital with a comprehensive facility to track all charges for a patient from the point of registration to the point of discharge / completion of a visit.

Accounts and Billing

• Charge Masters
• OPD Billing
• OP Services Billing
• Emergency Room Billing
• Day care Billing
• IP Billing
• Revenue Cycle Management

The various services under the Patient Billing module are given below

• Bed Charges
• Billing
• Payments Management
• Investigation charges

Get empowered to manage all your financial activities in one place and record your operations in a few clicks. Financial operations have been made easier with “Finance & Accounts” module.

Key Features

• Invoice Control – Enter the right information (quantity, price, customer name, etc.) and click print. Your invoice is done! Get clear visibility of invoices awaiting from your supplier, control and validate them without re-encoding.
• Payment Tracking – Keep track of invoices to pay, record your customer and supplier payment and reconcile them automatically.
• Customers Follow up – Email or print directly from Odoo follow-ups on your invoices for your customers. Set-up and automate follow-ups to get a periodical financial overview and get paid quickly.
• Easy reconciliation – Odoo helps you to easily reconcile invoices and payments using the manual approach or the automated wizard.
• Smart User Interface – As an accountant, you need to be able to record a set of operations in just a few minutes.
• Easy Payment Management – Reconcile invoices easily with payments through bank interfaces and check handling and printing.
• Integrated Analytic Accounting – Get your analytic accounting operations integrated with timesheets, projects, invoices, warehouse, etc.
• Multi-Currency – Unlimited currencies supported with daily automatic updates of currency rates.
• Multi-company – Get your consolidated trial balance and consolidate statistics in real time.
• Invoice Analysis – Get a quick overlook on your key performance indicators and use our reporting tools to analyse your performance.
• Dashboard & KPIs – Get customizable real time statistics with drill-up, drill-down, filter, drill-across data.
• Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports.

This is yet another powerful module of Odoo which allows you manage the most powerful  asset in your company “People”. With “Human Resource Management” module you will be able to effortlesly manage time tracking, leave, payroll, attendance, expenses, recruitment and periodic evaluations. 

Key Features

• Employee Register – Enter all essential data on your employees and oversee all important information in your company address book.
• Recruitment – Keep track of the recruitment process to facilitate evaluation. Search and browse through your CV base and request for hiring.
• Joining/On-Boarding – Provide a great welcome to employee with Joining / On-Boarding Process with status tracking for each activity
• Asset Allocation – Manage Employee assets, track by employee, serial number and asset category
• Attendance Management – Record timesheets, check time spent on tasks, control your employees and project costs.
• Expense Reimbursement – Get rid of the paper work and follow expenses directly into Odoo. Easy validation, reimbursement and re-invoicing.
• Leave Management – Employees enter their requests (paid holidays, sick leave, etc), for managers to approve and validate.
• Performance Evaluation – Set-up evaluation plans for your employees and watch their evolution. Define steps with interviews and keep track of the progress.
• Exit Management – Manage the exit process of employee with complete tracking of all processes in real-time.
• Training Management – Manage employee’s training request, trainings conducted, and results derived therein.
• Reporting – Giving you a comprehensive overview of your employees’ timesheet and leaves in one single dashboard.
• Payroll – Maintain data of all the employees in your organization, generate salary slips, manage contracts, get customized reports
• Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports