Odoo
Implementation
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 594 |
| Technical Name |
lb_u_c_configuration_agency |
| License | OPL-1 |
| Website | https://lucidbrainz.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 594 |
| Technical Name |
lb_u_c_configuration_agency |
| License | OPL-1 |
| Website | https://lucidbrainz.com |
Agency Configurator
Healthcare Agency Management with NPI Validation & Taxonomy Support
Overview
Agency Configurator by Lucidbrainz is a comprehensive healthcare agency management module designed specifically for healthcare organizations operating in the United States. This powerful module integrates seamlessly with Odoo's configuration dashboard to provide a centralized hub for managing healthcare agencies with full regulatory compliance. The module extends the standard res.partner model to add healthcare-specific fields including NPI (National Provider Identifier), agency taxonomy codes, state licensing information, and regional classification. Perfect for Home Health Agencies, Hospice providers, DME suppliers, and other medical service organizations that need to maintain CMS compliance and NPPES registration requirements. The module provides robust NPI validation, taxonomy management with primary designation support, and comprehensive contact information tracking including specialized phone formatting for healthcare communications.
Key Features
- NPI Validation: Automatic validation ensures exactly 10 numeric digits as required by CMS (Centers for Medicare & Medicaid Services)
- Healthcare Taxonomy Management: Track multiple taxonomy codes per agency with primary taxonomy designation for NPPES compliance
- State License Tracking: Manage state-specific license numbers for each taxonomy code to ensure regulatory compliance
- Region-Based Classification: Organize agencies by custom regions for better geographical management and reporting
- Agency Type Master: Categorize agencies by type (Home Health, Hospice, DME, Physical Therapy, etc.) for easy filtering and reporting
- TIN & EIN Management: Track Tax Identification Number and Employer Identification Number for billing and compliance purposes
- Phone Format Widget: Professional phone number formatting with (XXX) XXX-XXXX format for Phone, Mobile, and Fax fields
- Complete Address Management: Full address tracking with street, city, state, and zip code with specialized zip widget
- Excel Export Support: Export agency data to Excel spreadsheets with one click for external reporting and analysis
- Advanced Search & Filters: Quick search by name, filter by archived status, and group by various criteria
- Configuration Dashboard Integration: Seamlessly integrates with the iconic kanban configuration dashboard with Add and List buttons
- Auto-Install Configuration: Automatically creates configuration menu entry on module installation and removes it on uninstallation
- Archive/Unarchive Support: Safely archive inactive agencies without deleting historical data for audit compliance
- Access Rights Management: Granular security controls with configurable access rights for different user groups
Module Screenshots
Configuration Dashboard showing Agency and Dropdown Editor cards with iconic kanban view. Each card displays Add and List buttons for quick access.
Empty Agency list view showing tree columns: Agency Type, Agency Name, Region, TIN, EIN, Mobile, Phone, and Street. Create button ready for first agency creation.
Technical model view showing m.core.agency.type model with description "Agency Type" and Type "Base Object" for master data management.
New Agency form with all fields: Agency Type, Agency NPI (required), Region, State, Fax, Phone, Mobile on left side. Agency Name (required), TIN, EIN, Street, City, Zip on right side. Taxonomy section at bottom.
Saved Agency record "ABC Home Healthcare" showing all filled data: Home Health Agency type, NPI 1234567890, North Region, California state, complete contact info, and address details.
🔥 NPI VALIDATION! Red validation error showing "Invalid fields: Agency NPI" when trying to save without proper 10-digit numeric NPI. Field highlighted in red for user attention.
Primary Taxonomy selection dropdown showing Yes/No options in the taxonomy line item. This designates which taxonomy code is the primary one for NPPES registration.
Create Taxonomy modal dialog with fields: Agent (linked to agency), Primary Taxonomy dropdown, Selected Taxonomy code, State, and License Number. Save & Close and Save & New buttons available.
Taxonomy edit dialog showing complete data: Primary Taxonomy "Yes", Selected Taxonomy "163WG0000X", State "California", License Number "CA123456". Taxonomy line visible in background table.
Agency form showing multiple taxonomy codes: Primary "Yes" for 163WG0000X (California, CA123456) and Primary "No" for 163W00000X (Nevada, NV789012). Demonstrates multi-state licensing capability.
Agency list view populated with data showing "ABC Home Healthcare" with complete information across all columns. Excel export icon visible for data export functionality.
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© 2025 Lucidbrainz Infotech | All Rights Reserved
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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