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Project Proposal · Hospital & Clinic ERP on Odoo

One System for Your Entire Hospital

Online appointments, reception, doctors, staff attendance, lab reports, pharmacy stock, billing, accounts and even patient campaigns, all connected in Odoo. See how a complete hospital ERP should work, what we propose and how we deliver it.

  • Free consultation
  • Itemised proposal
  • Training & post go-live support

Simple Idea: One Patient, One Record, One Flow

A patient moves through your hospital in a few easy steps. Each step is entered once, and everyone after it sees the same information.

1. BookOnline, phone or walk-in
→
2. RegisterReception opens the file
→
3. ConsultDoctor sees full history
→
4. Test & medicineLab and pharmacy
→
5. Bill & payOne bill, any payment
→
6. Follow upReminders and campaigns
What the system doesPasses the patient from step to step, stores every report and bill, and updates stock and accounts by itself.
What your team doesEach person works only on their own screen: reception, doctor, lab, pharmacy, cashier. No extra training burden.
What the owner seesLive dashboard: today's collection, patients, stock, staff present and campaign results.

What We Are Proposing

A short summary for the owner or management committee. Details follow below.

Hospital Management System · OdooPrepared by Bharat Intelligent Private Limited
ObjectiveReplace registers, Excel sheets and disconnected software with one system for patients, doctors, staff, medicines and money.
PlatformOdoo 19 or Odoo 20 (Community or Enterprise), plus hospital-specific modules.
Who it is forClinics, nursing homes, diagnostic centres, pharmacies and hospitals.
Core modulesReceptionDoctorPatient RecordsLab & ReportsPharmacy & StockBillingAccountingStaff & Attendance
Growth modulesOnline AppointmentsMarketing & CampaignsEmail / SMS / WhatsAppPurchase & AssetsIPD, OT & BedsInsurance / TPAPatient Portal
Indicative timelineClinic: about 4 to 6 weeks. Hospital with OPD, pharmacy and accounts: about 8 to 14 weeks. Final timeline is fixed after discovery.
CommercialsItemised quotation: licence, implementation, customisation, migration, hosting, training and support.
Next stepShare your requirement below. We reply within 24 hours on working days and book a free consultation.

How a Complete Hospital ERP Should Look

Every department works on one shared patient record. Front desk, clinical and back-office teams see the same data, so nothing is typed twice and nothing is lost.

One Patient Record (UHID)Visits, reports, bills, payments, messages: all attached to the same patient

Front of House

  • Reception & appointmentsRegistration, tokens, slots
  • Marketing & campaignsAds, leads, recall, feedback
  • Email, SMS & WhatsAppReminders and messages
  • Online bookingWebsite, WhatsApp, QR code
  • Patient portalLogin for reports and bills

Clinical

  • Doctor & consultationNotes, prescription, orders
  • Medical records & reportsHistory, scans, summaries
  • Lab & radiologyTests and approved reports
  • PharmacyBatches, expiry, dispensing
  • IPD, OT & bedsAdmission to discharge

Back Office

  • Billing & paymentsBills, advances, receipts
  • Accounting & GSTLedgers, taxes, reports
  • ⏱Staff, attendance & payrollRoster, leave, salary
  • Purchase & storeVendors, consumables, stock
  • Assets & maintenanceEquipment and service
Owner Dashboard & ReportsDaily collection, doctor-wise income, stock, attendance and campaign results, live

From Paper and Excel to One Connected System

Most hospitals lose time and money in the gaps between reception, doctor, pharmacy and billing.

Today

  • Patient details written again at every counter
  • Long queues because history has to be found in files
  • Medicine expiry noticed only after it has expired
  • Bills missed, discounts unchecked, cash not tallying
  • Owner waits till month end to know income
  • Staff attendance and doctor payouts calculated by hand
  • Patients who leave are never contacted again
  • Reports lost or hard to find when needed

With Odoo

  • Register once, use the record everywhere
  • Doctor sees full history on one screen
  • Expiry and low-stock alerts before it is a loss
  • Every service billed once, every payment tracked
  • Live dashboard for daily collection and stock
  • Roster, attendance and payouts linked to HR
  • Follow-ups and campaigns bring patients back
  • Every report stored on the patient file

Twelve Modules, One Patient Record

Everything a hospital runs on, from the front desk to accounts, marketing and purchase. Start with the core modules and add the rest when you are ready. Pick only what you need.

Module 01

Reception & Front Desk

The first touchpoint: register patients quickly and keep the queue moving.

  • New and returning patient registration with a unique patient ID (UHID)
  • Appointment booking by doctor and time slot, by phone, walk-in or online
  • OPD token and waiting-room queue display
  • Registration and consultation fee collected at the desk
  • Referral source captured (ad, doctor, walk-in, website)
Module 02

Doctor & Consultation

A simple screen for doctors, so more time goes to the patient and less to paperwork.

  • Patient history, allergies and past visits on one screen
  • Vitals, complaints, diagnosis and clinical notes
  • Prescription with medicine templates and dosage
  • Lab and imaging orders raised from the consultation
  • Follow-up date and referral to other doctors
Module 03

Patient Records & Medical Reports

One digital file per patient with every report stored safely, ready to view or print.

  • Demographics, family contact and ID details
  • Complete visit, diagnosis and prescription history
  • Upload scans, old reports, consent forms and insurance papers
  • Discharge summary, medical certificate and referral letter formats
  • Access log shows who opened which record
Module 04

Lab, Radiology & Test Reports

Tests ordered by the doctor come back as reports attached to the same patient file.

  • Test master with rates, sample type and reference ranges
  • Sample collection, barcode label and result entry
  • Report approval by pathologist or radiologist, then print or send
  • Reports and scans stored against the patient, available any time
  • Test charges added to the bill automatically
Module 05

Pharmacy & Medicine Stock

Know what is on the shelf, what is about to expire and what must be ordered.

  • Medicine master with generic name, brand and strength
  • Batch-wise stock with expiry date and MRP
  • Low-stock and near-expiry alerts
  • Counter sales and prescription-based dispensing linked to the patient bill
  • Barcode scanning and multi-store stock (ward / OT / main store)
  • Returns, damaged and expired stock tracked
Module 06

Billing & Payments

Accurate bills for every service, with every payment recorded.

  • OPD, pharmacy, lab and IPD bills from one patient account
  • Packages and rate lists for cash, corporate and insurance patients
  • Advance deposits, discounts, refunds and credit notes
  • UPI, card, cash and part payments with receipt
  • Insurance / TPA details and split billing where needed
  • Complete bill and payment history per patient
Module 07

Accounting & Finance

Hospital income and expenses flow into the books automatically.

  • Every bill and payment posted to the ledger automatically
  • GST-ready invoices and tax reports (Indian localisation)
  • Vendor bills, payments and bank reconciliation
  • Doctor-wise and department-wise income
  • Profit and loss, balance sheet and cash flow (full Accounting in Enterprise)
Module 08

Staff, Attendance & HR

Doctors, nurses, technicians and admin staff managed in one place.

  • Staff records, documents, roles and departments
  • Daily attendance by biometric device, mobile or kiosk check-in
  • Duty roster, shifts and on-call schedules
  • Leave, holidays and overtime
  • Payroll with visiting-doctor payout or consultation share (Enterprise)
  • Recruitment, joining and appraisal records
Module 09

Patient Marketing & Campaigns

Keep patients coming back and find out which ads actually bring paying patients.

  • Leads from ads, website and WhatsApp land in the CRM
  • Campaigns by audience: past patients, diabetics, senior citizens, a department
  • Follow-up and recall after discharge or a missed appointment
  • Birthday, vaccination and health check-up reminders
  • Feedback survey after the visit
  • Campaign report: leads, appointments booked and revenue
Module 10

Email, SMS & WhatsApp

Every message to a patient is sent from the system and logged on the patient record.

  • Appointment, report-ready and payment reminders
  • Bulk email and SMS with templates in your hospital branding
  • WhatsApp messages and links (Enterprise or via integration)
  • Opt-in and opt-out tracking for patient consent
  • Message history kept on the patient file
Module 11

Purchase, Store & Assets

Everything the hospital buys, stores and owns, from syringes to MRI machines.

  • Purchase requests, approvals and orders to vendors
  • General store for consumables, linen and equipment spares
  • Vendor rate comparison and payment due dates
  • Asset register for equipment with purchase date and value
  • Maintenance schedule and breakdown tickets for biomedical equipment
Module 12

IPD, OT & Beds Optional phase

For hospitals that admit patients and run operation theatres.

  • Ward, room and bed management with live occupancy
  • Admission, transfer and discharge workflow
  • Operation theatre schedule and surgeon booking
  • Nursing notes and daily IPD charges added to the bill
  • Insurance pre-authorisation tracking

Standard Odoo Apps Plus Hospital Modules

Odoo does not include a complete hospital module by default. We use its proven standard apps wherever possible and add hospital-specific modules only where needed, so the system stays upgrade-friendly.

Hospital functionOdoo appWhat it doesType
Patient registryContacts + hospital modulePatient master with UHID, demographics, history and attachmentsHospital module
Appointments & online bookingAppointments (Enterprise) / Calendar + websiteDoctor schedules, online slots, reminders and OPD tokensStandard + custom
Consultation & prescriptionHospital moduleVitals, diagnosis, prescription, lab orders, follow-upHospital module
Lab & test reportsHospital module + DocumentsTest master, results, approved reports stored on the patient fileHospital module
Medicine stockInventory + PurchaseBatch and expiry tracking, reorder rules, receipts, barcodeStandard
Pharmacy counterSales / Point of SaleFast dispensing and billing linked to the patientStandard
Bills & paymentsSales / InvoicingService bills, packages, advances, refunds and receiptsStandard + custom
Accounts & GSTAccounting (Invoicing in Community)Ledgers, taxes, vendor bills, bank reconciliation, reportsStandard
Staff, attendance & payrollEmployees, Attendance, Time Off, PayrollStaff master, check-in, roster, leave and salaryStandard
Ads, leads & campaignsCRM + Email Marketing + SMS MarketingLead tracking, audience lists, campaigns and results (Marketing Automation in Enterprise)Standard
Messages & feedbackEmail, SMS, WhatsApp, SurveysReminders, bulk messages, consent and patient feedbackStandard + integration
Purchase, store & assetsPurchase, Inventory, MaintenanceVendor orders, general store, equipment register and maintenanceStandard
Reports & dashboardsReporting + custom dashboardsDaily collection, doctor-wise income, stock, expiry and campaign reportsStandard + custom

Some apps (such as full Accounting and Payroll) need Odoo Enterprise. We recommend the edition that fits your size and budget. See our Community vs Enterprise comparison.

How a Patient Moves Through the System

One patient account follows the visit from the front desk to the final bill, so nothing is typed twice.

1. RegisterReception creates the patient file and UHID
→
2. Book & queueOnline or at the desk, with OPD token
→
3. ConsultDoctor records notes and prescription
→
4. Tests & medicinesLab orders and pharmacy dispensing
→
5. Bill & payOne bill, part or full payment
→
6. ReportsTest reports attached to the patient file
→
7. Re-engageFeedback, reminders and health campaigns

Patients Book Online, Doctors See a Full Day

Patients choose a doctor and a free time slot from your website, a WhatsApp link or a QR code at the clinic. The booking goes straight into the doctor's calendar, the front desk sees it at once, and the patient is reminded before the visit.

  • Book 24x7: department, doctor, date and slot in a few taps, on phone or computer.
  • Doctor profiles: speciality, experience, consultation fee and weekly timings shown on the page.
  • Live availability: only free slots appear, and doctor leave, OT hours and holidays are blocked automatically.
  • One calendar: website, phone and walk-in bookings share the same schedule, so no double booking.
  • Online payment (optional): collect the consultation fee or a booking amount by UPI or card.
  • Confirmation and reminders: SMS, email or WhatsApp, with a link to reschedule or cancel.
  • Video consultation (optional): an online slot with a meeting link for follow-up visits.
  • Patient login: returning patients see their appointments, bills and reports in the patient portal.

Online booking uses Odoo's Appointments app (Enterprise). For Community, we build a simple booking page on your website. Payment gateway and WhatsApp are optional integrations.

One Patient Bill, Posted to Accounts Automatically

Consultation, lab tests and medicines are added to the same patient account. The cashier collects payment once, and the entry reaches your ledger without anyone re-typing it.

  1. Services are added by reception, doctor, lab or pharmacy as they happen.
  2. Rate list applies automatically: cash, corporate or insurance patient.
  3. Discounts and approvals follow rules you set, with a record of who approved.
  4. Payment by cash, UPI or card, in full or in parts, with advance adjustment.
  5. Accounts update with GST, income by doctor and department, and daily cash summary.

Bring Patients Back, Measure Every Ad

Most hospitals never contact a patient again after discharge. With CRM and marketing inside the same ERP, every past patient becomes someone you can look after and invite back, and every ad rupee can be traced to a visit.

  • Ad & lead tracking: leads from Facebook, Google, website and WhatsApp enter the CRM with their source.
  • Lead to revenue: lead, appointment, visit and bill are linked, so you see which ad brings paying patients.
  • Recall & follow-up: automatic reminders after discharge, missed visits and due check-ups.
  • Targeted campaigns: email, SMS and WhatsApp to groups such as diabetics, senior citizens or one department.
  • Feedback & reviews: a short survey after each visit, with low scores flagged to management.
  • Consent first: messages go only to patients who opted in, and opt-outs are respected.

Login, Check-in, Leave and Payslip, From the Staff's Own Phone

Every employee gets a personal login. They can mark attendance, see their roster, apply for leave and download payslips without going to the HR desk, and HR only handles the exceptions.

  • Login & logout: secure personal login, with optional two-factor, and automatic logout on shared computers.
  • Check-in & check-out: from the phone, a reception kiosk or a biometric device, with the time recorded.
  • Roster & shift swaps: see duty and on-call schedules, and request a swap that the manager approves.
  • Leave & overtime: apply in the app, see the balance and the approval status.
  • Payslips & documents: monthly salary slips and staff documents in one place.
  • Notices & tasks: hospital notices and tasks assigned to the employee.

Uses Odoo's Attendance, Time Off and Employees apps with the web or mobile app. Location check-in and biometric machine integration are optional add-ons.

Each Person Sees Only What They Need

Roles protect patient privacy and prevent mistakes. Access is set up with you during the blueprint stage.

RoleCan work withDoes not see
ReceptionistRegistration, appointments, tokens, OPD billing and cash collectionClinical notes, stock cost, accounts
DoctorOwn patients and schedule, history, prescriptions, test ordersOther doctors' earnings, accounts, stock cost
Nurse / TechnicianVitals, nursing notes, sample collection, ward tasksBilling rates, accounts
Lab / Radiology staffTest orders, sample and result entry, report printingClinical notes beyond the order, accounts
PharmacistMedicine stock, purchase, dispensing, pharmacy salesClinical notes beyond the prescription
AccountantBills, payments, vendor bills, ledgers, GST reportsClinical notes
HR ManagerStaff records, attendance, roster, leave, payrollPatient records and billing
Marketing ExecutiveLeads, audience lists, campaigns, messages, feedbackClinical notes, bills and accounts
Owner / AdminDashboards, all reports, user and role setup, audit logNothing is hidden; actions are logged

Everything Is Recorded and Easy to Find

Records, reports, bills and payments live in your own database. Search by patient name, phone or UHID and see the whole story in seconds.

Patient master

Demographics, family contact, ID proofs and visit history.

Medical reports

Prescriptions, diagnoses, discharge summaries and certificates.

Test reports & scans

Lab results, X-ray, ultrasound and outside reports attached to the patient.

Bills & payments

Every bill, advance, refund and receipt with date, user and mode.

Accounts

Ledgers, vendor bills, bank entries and GST returns data.

Staff & attendance

Check-in history, leave, shifts, salary slips and documents.

Stock & purchase

Batch, expiry, vendor orders, goods receipts and asset register.

Campaigns & messages

Leads, campaign results, feedback and every message sent to a patient.

Stored on the server you choose, with scheduled backups, role-based access and export whenever you need it.

Know How Your Hospital Is Doing Every Day

Management gets live numbers, not month-end surprises.

Daily collection

Cash, UPI and card collection by counter and by user.

Doctor-wise income

Consultations, procedures and revenue share per doctor.

OPD & patient load

Visits per day, new vs returning patients and peak hours.

Expiry & low stock

Batches expiring soon and medicines to reorder.

Outstanding & credit

Pending patient dues, corporate and insurer receivables.

Lab & test volume

Tests done, pending reports and turnaround time.

Attendance & payroll

Staff present, late, on leave and salary cost.

Campaign & ad results

Leads, appointments and revenue by ad or campaign.

Profit & department view

Income and expense by department, ready for your accountant.

Six Steps From Kick-off to Go-live

Durations are indicative for a single-location hospital. The final plan is confirmed after discovery.

  1. 1

    Discovery & workflow study About 1 week

    We visit or call your team and map how reception, doctors, pharmacy and billing actually work today, including what goes wrong.

  2. 2

    Blueprint & proposal sign-off About 1 week

    You receive the module list, screen flow, user roles, timeline and itemised quotation in plain language. Work starts only after your approval.

  3. 3

    Configure & build 3 to 8 weeks

    Odoo is set up with your departments, services, rate lists, taxes and print formats. Hospital-specific modules are built and demonstrated in stages.

  4. 4

    Data migration 1 to 2 weeks (parallel)

    Patient master, doctor and staff lists, medicine master with opening stock and batches, and opening balances are cleaned, imported and verified.

  5. 5

    Training & trial run 1 to 2 weeks

    Each role practises on real scenarios in a test copy. We fix gaps and run a parallel trial before the switch.

  6. 6

    Go-live & support Ongoing

    We stay on site or on call during the first days, then provide support, fixes and improvements under a clear support plan.

What Is Included and What Can Be Added

Included in the proposal

  • Discovery, blueprint and written proposal
  • Modules chosen from the scope above
  • Configuration of departments, services, rate lists and taxes
  • User roles, permissions and audit trail
  • Data migration from Excel, Tally or your current software
  • Print formats: bill, prescription, receipt, lab report, discharge summary
  • Email templates and campaign setup for your first campaigns
  • Role-wise training and user guides
  • Go-live support and a post go-live support period

Optional add-ons

  • IPD, OT and bed management
  • Insurance / TPA workflow and package billing
  • Patient portal and online appointment booking on your website
  • WhatsApp, SMS and payment-link integration
  • Integration with lab machines, biometric attendance or payment gateways
  • Ad-platform lead integration (Facebook, Google)
  • ABDM / ABHA integration (scoped after feasibility check)
  • Multi-branch setup with consolidated reports
  • Odoo 19 to Odoo 20 upgrade planning

How the Proposal Is Priced

Your quotation lists each of these separately, so you can see exactly what you are paying for and remove what you do not need.

Cost componentHow it is priced
Odoo licenceCommunity has no licence fee. Enterprise is a per-user monthly subscription and adds apps such as full Accounting, Payroll and Studio.
Implementation & configurationFixed price per module set, based on the scope signed off in the blueprint.
Hospital-specific customisationEstimated by effort for patient records, OPD/IPD, prescriptions, beds and print formats. Listed line by line.
Data migrationBased on the volume and quality of your existing patient, stock and accounts data.
Hosting & backupsMonthly or yearly: Odoo.sh, your own cloud server or on-premise, with daily backups and HTTPS.
TrainingRole-wise sessions for your staff, with simple user guides.
Support & maintenanceAnnual support plan with response times, fixes and small changes. Upgrade help is quoted separately.

Want a ballpark first? Read our Odoo ERP pricing guide for India or our hospital ERP software guide.

Patient Data Needs Careful Handling

Role-based access

Separate logins and permissions for every role, with optional two-factor login.

Audit trail

See who created, changed or viewed important records and bills.

Backups & recovery

Scheduled backups stored off the main server, with a tested restore process.

Secure hosting

HTTPS, firewall and updates on Odoo.sh, your cloud server or your own premises.

We design with patient privacy in mind, including India's Digital Personal Data Protection Act. Final compliance depends on your policies and hosting, and we advise on this during discovery.

A Partner That Explains Before It Sells

Built around hospital workflow

We map your reception, OPD, pharmacy and billing first, then configure Odoo to fit, not the other way round.

Itemised, honest proposal

Licence, implementation, customisation, migration, hosting and support are listed separately. No hidden costs.

Odoo done the standard way

Customisation follows Odoo practice, so upgrades stay easier and you are not locked to one developer.

Your staff will actually use it

Role-wise training, simple screens and support during the first weeks after go-live.

Get Your Hospital Proposal

Tell us about your hospital or clinic and the modules you are considering. We will prepare a proposal with scope, timeline and an itemised quotation.

  • Reply within 24 hours on working days
  • Itemised proposal with no hidden costs
  • Free 30-minute consultation, no obligation
  • Your details stay private

Prefer to talk? WhatsApp us or write to sales@bharatintelligent.com.

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Hospital ERP Questions, Answered

Does Odoo have a ready-made hospital management module?

Odoo does not ship a complete hospital module out of the box. We combine its standard apps (Contacts, Appointments/Calendar, Inventory, Sales and Invoicing, Accounting, HR, Purchase) with hospital-specific modules for patient records, OPD/IPD, prescriptions and beds. These are custom-built or vetted community modules, and they are scoped and priced separately in your proposal.

Can a small clinic use this, or is it only for large hospitals?

Both. A single-doctor or multi-doctor clinic can start with reception, consultation, billing and a small pharmacy. A hospital can add IPD, beds, lab and insurance later. You pay only for the modules and users you need.

How will medicine stock and expiry be managed?

Medicines are tracked by batch and expiry date. The system can warn you about low stock and near-expiry batches, create purchase orders for reorder, support barcode scanning and keep pharmacy sales linked to the patient bill.

Is patient data safe?

Access is role-based, so a receptionist, doctor, pharmacist and accountant each see only what they need. We set up user logins, audit trails, regular backups and HTTPS. We design with patient-data privacy in mind (for example India's Digital Personal Data Protection Act) and recommend a security review for your hosting choice.

Can you handle insurance, TPA and cashless billing?

Yes, as part of IPD billing scope. Package rates, advance deposits, insurer and TPA details, and split billing between patient and insurer can be configured. Exact claim-submission integrations depend on your insurers and are confirmed during discovery.

Can you move our existing patient and stock data?

Yes. We clean and import patient master data, doctor and staff lists, medicine masters with opening stock and batches, and opening balances from Excel, Tally or your current software. We verify the numbers with you before go-live.

How long does a hospital implementation take?

As a rough guide, a clinic with reception, billing and pharmacy can go live in about 4 to 6 weeks. A hospital with OPD, pharmacy, lab and accounts usually takes 8 to 14 weeks, and a larger multi-department setup with IPD takes longer. Your proposal states a clear timeline after discovery.

Can patients book appointments online?

Yes. Patients can pick a department, doctor, date and free slot from your website, a WhatsApp link or a QR code, optionally pay the consultation fee, and receive confirmation and reminders. Online, phone and walk-in bookings share one calendar, so a slot is never booked twice. Odoo's Appointments app (Enterprise) provides this; for Community we build a simple booking page on your website.

Can we run ads and campaigns for patients from the same system?

Yes. Leads from your website, WhatsApp and ads are captured in the CRM, and you can send email, SMS and WhatsApp campaigns to chosen groups of past patients, such as people due for a check-up. Reports show which campaign brought appointments and revenue. Messages go only to patients who have given consent, and we record opt-in and opt-out.

Where will our data and reports be stored?

All patient records, test reports, bills, payments, attendance and accounts are stored in your own Odoo database, on the server you choose (Odoo.sh, your cloud or your own premises). You own the data, backups are scheduled, and you can export it whenever you need.

How much will it cost?

The cost depends on modules, number of users, customisation, data migration, hosting and support. We send an itemised proposal with each component listed separately, so you know exactly what you are paying for. There is no charge for the first consultation.

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