ERP for Clinics and Medical Centers
Streamline scheduling, inventory, and billing — all in one powerful system
Problems We Solve:
Disorganized Physician Schedules
In many clinics, doctors’ schedules are managed manually or across disconnected tools. This often leads to double bookings, miscommunication, and wasted staff time. As a result, both patient experience and internal efficiency suffer.
Manual Patient Intake and Tracking
Using paper forms or spreadsheets for patient registration is slow and error-prone. It creates bottlenecks at the reception, increases administrative burden, and complicates access to patient history, especially in multi-visit care scenarios.
Invoicing Errors and Delays
Billing mistakes often happen when invoices are created manually after services are delivered. Delays in issuing invoices, incorrect charges, or missing services lead to lost revenue, dissatisfied patients, and delayed payments that affect your cash flow.
Poor Control of Medical Inventory
Without real-time tracking, clinics risk running out of critical supplies or overstocking, which leads to waste. Expired materials, untracked usage, and last-minute purchases can compromise both patient safety and financial planning.
Lack of Process Transparency
When different teams use separate systems or offline files, managers lack a complete picture of operations. It becomes hard to answer questions like: “How many appointments were canceled this week?” or “Which services bring the most revenue?”
Fragmented Tools and Double Data
Many clinics use separate software for appointments, billing, HR, and stock — none of which talk to each other. This leads to duplicate data entry, wasted time, and inconsistent records, increasing the risk of error and compliance issues.
Key Odoo Modules for Clinics:
Appointment
Odoo Calendar / Appointments module. Allows receptionists and coordinators to schedule and manage patient visits with doctors, specialists, or departments. Integrated calendars enable automated reminders, conflict detection, and real-time availability, reducing no-shows and overbookings.
Patient Database
Odoo Contacts / Patients extension. Centralized storage of all patient information including demographics, insurance details, emergency contacts, and communication preferences. Each patient is treated as a contact with healthcare-specific tags, groups, and access rights.
Visit History
Odoo History and Sales Orders. Tracks all historical appointments, treatments, medical notes, prescriptions, and referrals. Can be linked to the patient contact and doctor profile. Provides a 360° view of clinical history for accurate diagnosis and follow-up care.
CRM
Odoo CRM + Marketing Automation. Used to manage patient communication post-visit: reminders for follow-up, check-ins, or health campaigns (e.g., seasonal vaccines or checkups). Also supports referral tracking and patient re-engagement strategies.
Inventory
Odoo Inventory Management. Real-time tracking of medical supplies, pharmaceuticals, and consumables across locations. Supports batch/lot tracking, expiry dates, and automated reordering based on minimum stock levels — essential for compliance and cost control.
Assets
Odoo Accounting -> Assets. Keeps records of clinic-owned equipment (e.g., ultrasound machines, dental chairs, surgical tools) including depreciation, maintenance cycles, and warranties. Can be used for audit readiness and operational planning.
Invoicing
Odoo Sales / Accounting -> Invoicing. Generates bills for services rendered (appointments, lab tests, procedures). Supports multi-currency, insurance schemes, service bundles, and pro forma invoices. Integrated with appointments and products for fast, accurate billing.
Payments
Odoo Payments / Accounting. Records incoming payments from patients or insurance providers. Supports multiple methods: cash, card, bank transfers, and online gateways. Automates reconciliation and tracks outstanding balances and follow-ups.
Employees
Odoo Employees / HR. Manages doctors, nurses, technicians, and admin staff. Tracks contracts, schedules, leaves, credentials, and availability. Can also assign users to specific roles within the clinic workflow for access control.
Payroll
Odoo Payroll. Calculates salaries, shift bonuses, overtime, and deductions for medical staff based on attendance and contracts. Especially useful for clinics with rotating doctors, part-time consultants, or performance-based pay.
VoIP Telephony
Odoo VoIP / Asterisk Integration. Integrates clinic phone systems with Odoo. Enables call popups with patient info, automatic logging of calls, call recordings, and click-to-dial from CRM or patient profile. Helps improve response time and service quality.
API
Custom Endpoints. Allows integration with third-party health systems: laboratory software, imaging systems, booking widgets, insurance portals, or mobile apps. Ensures data flow between Odoo and external tools while maintaining compliance and security.
From Features to Real Results
Ready to bring these features to life in your clinic?
Odoo is powerful — but it becomes truly valuable when adapted to your clinic’s real workflows.
Let us help you configure, launch, and support an ERP that fits your team and your patients.
Implementation Process
(4 Steps)
We start with a demo tailored to your clinic’s needs.
You provide your existing data — service lists, staff directories, pricing, insurance types — and we evaluate it for import.
We also estimate any necessary customizations before implementation begins.
We configure Odoo modules and tailor the system to your clinic’s operations.
This includes setting up workflows, customizing printouts (e.g., invoices, visit summaries), and developing required integrations (e.g., telephony, lab systems).
Your historical data is imported and validated.
We train your staff by functional area — Appointments, Invoicing, Payments, HR, Payroll, and more.
Training can be delivered online or onsite, depending on your preference.
Each user learns how to work efficiently in their role within the system.
We go live with the system and ensure it works in production.
A 12-month support agreement is signed to assist your team and refine the system post-launch.
Together, we identify future improvements and plan the next phase of digital growth.
🌐 Why ERP for Clinics is Essential and How Odoo ERP Supports Medical Centers
ERP for clinics has become a crucial component in modern healthcare. From managing patient records to coordinating staff schedules and billing, clinics increasingly rely on integrated digital solutions to stay efficient and compliant.
Odoo ERP for medical centers offers a modular, scalable platform designed to handle the unique operational needs of healthcare facilities. Whether you’re running a small family clinic or a large outpatient center, Odoo centralizes key processes like patient management, appointment booking, medical inventory, HR, and accounting — all in one place.
As an official Odoo Partner, our team delivers tailored ERP solutions for clinics that reduce administrative workload, enhance patient care, and ensure full transparency across departments. We understand the challenges faced by healthcare providers and build Odoo systems that meet strict regulatory standards, including GDPR compliance.
With features like multilingual interfaces, real-time dashboards, and integration with third-party systems (labs, insurance providers, etc.), Odoo ERP for clinics and medical centers is the go-to choice for digital transformation in healthcare.