Odoo Dental Clinic Management

Features of
Odoo Dental Clinic Management

Searchbar Functionality

A search box panel has been newly added to the dental chart view to easily choose medical procedures for proceeding with treatment.

• Users can enter text in the search bar and click the Search button to filter medical procedures based on the entered keyword, making it easier to find the desired treatment.
• The filtered results help streamline the selection process and improve efficiency during treatment planning.
• An 'X' icon is provided within the search bar to quickly clear the entered text and display the full list of available procedures again.

Scrollbar Functionality

• We have enhanced the scroll bar functionality on the right side of the chart view to efficiently handle multiple treatment lines.
• The scroll bar ensures smooth navigation, allowing users to quickly access and review all treatment entries without losing context.

List Down All Patient on One Click

Medical Questionnaire

Teeth Chart

Images

Report

In the Pragtech Dental Management Module, the website appointment system is fully integrated, providing a seamless and intuitive way for patients to book dental consultations directly from the website. Patients can select a dentist, choose an available appointment slot, and indicate whether they are new or returning patients. Based on the selection, the system dynamically displays the appropriate appointment form, allowing patients to select consultation services and confirm the booking.

Once submitted, the appointment details are automatically recorded in the Odoo backend, fully integrated with the dental clinic’s internal systems for dentists, patients, and schedules. This enhances the Dental Management System by improving patient engagement, streamlining administrative tasks, and providing real-time visibility into appointments — all within a single, unified Odoo platform.

Features

• New (vs) Existing Appointment Options:

  Users begin by choosing between:

  • New Appointment:

    Opens a form for entering new patient and appointment details. Upon submission:

    • A new appointment is created and linked to the patient in the Appointment model (medical.appointment).
  • Existing Appointment:

    Displays an email input page.

    • When a valid email is entered, the system fetches and displays the patient’s existing appointment records for review or follow-up.
• Doctor Selection Interface:

Patients can select their preferred doctor before proceeding with appointment details.

• Appointment Slot Picker:

Shows only available time slots based on the selected doctor’s schedule, ensuring real-time, conflict-free booking.

• New/Existing Patient Flow:

  The system dynamically adjusts the workflow and form structure based on the patient's status:

  • New Patient: Prompts for full details including name, contact, and other medical information.
  • Existing Patient: Auto-fills relevant details from previous records, allowing for quicker booking and better continuity of care.
• Consultation Service Selection:

Allows patients to choose the desired medical consultation or service before confirming the appointment.

• Dynamic Form Rendering:

The appointment form adjusts automatically based on whether the patient is new or returning, simplifying the data entry process.

• Backend Appointment Creation:

All confirmed appointments are stored in the Odoo backend, fully linked with the patient, doctor, and service selected.

• Email Lookup for Existing Patients:

Existing patients can retrieve their past appointments and records using their email address, enhancing convenience for repeat visits.

• Integrated Patient Records:

Ensures each appointment is linked to the correct patient, maintaining a complete and centralized medical history.

• Validation & Error Handling:

Prevents invalid submissions through required field validation, slot availability checks, and duplicate record prevention.

• Mobile-Responsive Interface:

Fully optimized for smartphones, tablets, and desktops to ensure a smooth experience on any device.

Installations

To install the module, you need to go to the Apps menu and remove the filter from the search bar and type the module name Pragtech_Dental_Management, and click on the Activate button.

Workflow

This is the Appointment menu. When the user clicks on the Appointment menu, a page is displayed with two buttons: Create Appointment and Existing Appointment.

When the Existing Appointment button is clicked, a new page opens with an input field to enter the existing patient's email. After entering the email and clicking the Submit button, the system proceeds to fetch and display the patient's existing appointments.

The Existing Appointment page includes an Reschedule option, allowing users to modify the details of an existing appointment.

When an appointment is successfully rescheduled, a confirmation message should be shown.

After successfully rescheduling, the existing appointment’s State column should display "Rescheduled".

When an existing appointment is successfully rescheduled, the Reschedule field in the backend is marked, and a chatter message is displayed showing the changes from the previous details to the current ones.

The Existing Appointment page includes a Cancel button. Clicking this button will update the appointment status to Cancelled,

When an appointment is canceled, a "Appointment Cancelled Successfully" message should be displayed.

After cancellation Reschedule and Cancel buttons will be disabled.

When the Create Appointment button is clicked, the Doctor Selection page opens, displaying the doctors available on the current day.

When a doctor is selected, the available time slots and calendar for that doctor are displayed. Time slots before the current time are disabled.

When a time slot is selected, a new page is displayed with two buttons: New Patient and Existing Patient.

When the New Patient button is clicked, a form page opens where the patient name and email can be entered manually. The doctor, appointment start time, and end time are automatically filled based on the previously selected values. The user can also select the consultation service. Upon clicking the Submit button, the appointment is created in the backend, and a new patient record is added to the Patient Master.

When the Existing Patient button is clicked, the appointment form opens. In that form, the email field appears first, with a search button below it. When the search button is clicked, the system automatically retrieves the patient’s name based on the entered email and fills it in the Patient Name field. The Start Date, End Date, and Physician fields are also populated automatically.

After that, the user can select or modify the required services. When the Submit button is clicked, the appointment is created in the backend.