| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Contacts (contacts) • Discuss (mail) • Employees (hr) • Invoicing (account) • Website (website) |
| Lines of code | 9965 |
| Technical Name |
sp_clinic_management |
| License | OPL-1 |
| Website | https://www.softprimeconsulting.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Contacts (contacts) • Discuss (mail) • Employees (hr) • Invoicing (account) • Website (website) |
| Lines of code | 9965 |
| Technical Name |
sp_clinic_management |
| License | OPL-1 |
| Website | https://www.softprimeconsulting.com |
Complete Clinic Management
Everything you need to run your clinic — website, appointments, queue, prescriptions, billing, and reports — all inside Odoo.
Key Features
Manage patient records with medical history
Schedule and track appointments
Stylus-enabled prescriptions: Handwrite directly on touch devices
Integrated billing and payment tracking
Easy-to-use dashboard for doctors, staff, and admin
Intelligent Clinic Dashboards
Everything in One Place — live queues, slot booking, and schedules — designed for doctors, receptionists, and admins.
Doctor Dashboard
Single-screen view for a selected doctor — appointments, slots, and live queue.
- Doctor filter: Select a doctor to view only their appointments and slots.
- Date filters: Choose Today / Tomorrow / Week / Month / Year / All Time or a specific date.
- Color-coded slots: Green = available, Red = booked.
- Quick booking: Click any green slot card to create an appointment immediately.
- Queue tracking: See waiting, in-consultation and done statuses synced with reception.
- Live counts: Dashboard updates total appointments and waiting count based on filters.
Admin Dashboard
Unified view to monitor doctors, slots and queues across the clinic.
- Clinic overview: See all doctors’ appointments and slot availability in one screen.
- Date range filters: Switch between Today / Week / Month or pick a specific date.
- Slot monitoring: Red = booked, Green = available (per doctor).
- Queue overview: Active queues, waiting counts, and completed consultations.
- Doctor availability: Detect doctors on leave or unavailable from system settings.
Receptionist Dashboard
Operational panel for front-desk tasks: bookings, walk-ins, check-ins and queue control.
- Doctor & date filters: Select doctor and date to view booked/available slots.
- Color-coded slot cards: Green = available (click to book), Red = booked.
- Walk-in support: Create walk-in appointments and (if enabled) assign queue numbers automatically.
- Check-in & queue: Mark arrivals and manage the live queue — updates appear on doctor dashboard.
- Quick booking: Book patient directly from any available slot card without navigating away.
Unified Control — Doctor + Admin Dashboards
Both dashboards are live, interconnected, and data-driven. When a receptionist checks in a patient, the doctor’s dashboard updates instantly. When a doctor marks a consultation complete, the admin dashboard updates revenue and stats in real time.
- Real-Time Sync: Queue and appointments refresh automatically.
- Role-Based Access: Each user sees only relevant information — doctor, admin, or receptionist.
- Data-Driven Decisions: Instant insights into clinic performance and workload balancing.
1. Website Setup
Step 1 :- Clinic Website Auto-Build
Follow these simple steps to set up your clinic website:
- Login: Access the Clinic Management System as Admin.
- Go to Website Setup: Navigate via Configuration menu.
- Enter Clinic Details: Name, Logo, Theme, Colors, Contact Info, Social Links, Working Hours.
- Generate Website: System automatically creates Homepage, Services Page, Doctors Page, and Appointment Booking Page.
- Preview & Publish: Review and publish your website to make it live.
Access Rights Setup
Assign role-based access rights to manage clinic operations securely. Each user is given a role with specific permissions.
Step 1
Go to Settings → Users & Companies → Users.
Step 2
Create a new user or select an existing one.
Step 3
Assign the user a role by selecting the appropriate access group.
Step 4
Save and log in with the new role to verify permissions.
Admin
Full system control: configuration, reporting, user management, and master data setup.
Doctor
Manage consultations, patient history, and prescriptions. Mark consultations as complete or no-show.
Receptionist
Handle patient registration, appointment booking, billing, and follow-up reminders.
Doctor Master
Manage complete doctor profiles including personal details, professional information, availability, consultation fees, and system integration.
Doctor Profile
Add doctor’s name, photo, qualification, license number, department, and contact details.
Specializations & Tags
Link doctors with medical services, special tags (e.g., Cardiologist, Senior), and languages spoken.
Shifts & Time Slots
Configure morning and evening shifts with start & end times. System auto-generates consultation slots based on slot duration.
Integration
Create related employee and system user automatically. Assign access rights and link doctor to HR & users.
Master Data Setup
Before starting daily operations, configure the following master data. This ensures smooth appointment booking, doctor scheduling, and billing.
Doctor Master
Define all doctors in the system along with their specialization, contact details, and availability. This information is used while booking appointments and managing consultations.
Step 1
Go to Clinic → Configuration → Doctors.
Step 2
Click Create and enter doctor details (Name, Specialization, Mobile, Email).
Step 3
Set availability days and time slots for appointments.
Step 4
Save to make the doctor available for booking.
Department Master
Define the treatments and consultation services your clinic offers. Each service can be linked with pricing for billing purposes.
Days Master
Setup the working days of your clinic and map them to doctors' schedules. This ensures appointments are booked only on valid working days.
Schedule/Slot Master
Define appointment slots (e.g., 10:00–10:30, 10:30–11:00). Slots are assigned to doctors based on availability.
Header & Footer Setup
Personalize the look of your clinic documents by setting custom headers and footers. These appear automatically on prescriptions pages.
Company Header & Footer
The company header and footer define the official letterhead of your clinic.
- Go to Settings → Users & Companies → Companies.
- Select your company record.
- Upload your Logo and enter the Header and Footer content.
- Include clinic name, address, contact, and disclaimers if needed.
- Save — this becomes the default header and footer for all printed and website documents.
Doctor Header & Footer
Each doctor can have their own personalized header and footer — ideal for prescriptions and consultation letters. It includes their name, qualification, registration number, and signature.
- Go to Clinic → Configuration → Doctors.
- Open the doctor profile you want to personalize.
- Enter the Header and Footer text or upload images/signatures.
- Save the record.
What Happens?
• The Company Header & Footer applies to all prescription of doctor default.
• When a Doctor Header & Footer is set, it automatically replaces the company header/footer on documents generated for that specific doctor (e.g., prescriptions or letters).
• If a doctor doesn’t have a custom header/footer, the system continues using the company version.
Doctor Leave Management
Manage Doctor Leaves
The Clinic Management System allows you to define leave periods for each doctor. During leave dates, appointments are automatically blocked and marked as unavailable to ensure smooth scheduling.
- Go to Clinic → Configuration → Doctor Leaves.
- Select the Doctor and define From Date and To Date.
- Enter a Leave Reason (optional) for record keeping.
- Click Save — the system will block all appointment slots during this period.
What Happens When a Doctor Is on Leave?
- New appointments cannot be booked for that doctor on leave dates.
- Existing appointments are flagged and can be rescheduled or cancelled by the receptionist.
- The doctor’s dashboard and queue system show an “On Leave” status.
- Optional: Send automatic email/SMS notifications to affected patients.
Queue System Configuration
Overview
The Queue System helps manage the order of walk-in patients for each doctor efficiently. When enabled, the system automatically assigns a queue number to every confirmed or paid walk-in appointment. This ensures smooth consultation flow and real-time visibility of waiting patients.
Configuration Steps
Follow these steps to enable and configure the Queue System:
- Go to Settings → Users & Companies → Companies.
- Open your company record and enable the “Queue System” checkbox.
- Save changes — the system will now start assigning queue numbers automatically.
- Queue numbers are generated only when appointments are in Confirmed state.
Queue System Summary
The Queue System automatically manages the flow of walk-in patients for each doctor. When an appointment is confirmed or paid, the system generates a unique queue number (starting from 1 each day per doctor).
Doctors can monitor real-time queue status — including waiting count, current patient, and next in line — directly on their dashboard, ensuring smooth and organized consultations.
Unified Appointment Workflow (Website & Walk-In)
One-line flow:
Website Booking -> Reception Confirm -> Check-In -> Queue -> Consultation -> Prescription -> Billing -> Follow-up
Applies to both scheduled and walk-in patients — details below.
Website Appointment — Stepwise
- Patient books online
Role: Patient (public). What: Creates appointment in Requested state and patient record (match/create).
UI: Website Booking Form. Access: public/portal. - Reception reviews
Role: Receptionist. What: Verify details, match patient, check slot.
UI: Clinic → Appointments (Filter: Requested). Access: Receptionist (read/write appointment & patient). - Reception confirms
Role: Receptionist. What: Mark Confirmed (or Paid if prepaid); triggers confirmation notification if enabled.
UI: Appointment → Confirm / Mark Paid. Access: Receptionist. - Billing & payment
Role: Receptionist/Cashier. What: Generate invoice from appointment, record payment via POS or invoice payment.
UI: Appointment → Create Invoice / POS. Access: Receptionist / Cashier. - Arrival & Check-in
Role: Receptionist. What: Mark Arrived / Check-In — if Queue enabled, appointment gets queue number and moves to Waiting.
UI: Appointment → Check-In. Access: Receptionist. - Doctor consults
Role: Doctor. What: Mark In Consultation; view history.
UI: Doctor Dashboard / Appointment Actions. Access: Doctor. - Consultation & prescription
Role: Doctor. What: Add notes, create prescription (stylus), save/print/send.
UI: Appointment → Consultation / Prescription. Access: Doctor. - Complete & close
Role: Doctor/Receptionist. What: Schedule follow-up (if needed) and mark appointment Done.
UI: Appointment → Schedule Follow-up / Done. Access: Doctor / Receptionist.
Walk-In Appointment — Stepwise
- Patient arrives / registration
Role: Receptionist. What: Create or lookup patient record.
UI: Clinic → Patients or Clinic → Appointments → Create. Access: Receptionist. - Create Walk-In appointment
Role: Receptionist. What: Set Appointment Type = Walk-In, select doctor & time, save.
UI: Clinic → Appointments → Create (Type = Walk-In). Access: Receptionist. - Optional immediate payment
Role: Receptionist/Cashier. What: Mark appointment Paid if payment collected at counter.
UI: Appointment → Mark Paid / POS. Access: Receptionist / Cashier. - Queue allocation
Role: System. What: Assign sequential queue number per doctor & date (if Queue System enabled).
UI: (auto) Queue number displayed on appointment. Access: Admin must enable Queue in Company settings. - Waiting / token
Role: Receptionist. What: Print token or display digital token; appointment state = Waiting.
UI: Reception Dashboard / Print Token. Access: Receptionist. - Call & consult
Role: Doctor/Receptionist. What: Mark Patient In → In Consultation; perform consult & prescription.
UI: Doctor Dashboard / Appointment. Access: Doctor. - Billing & close
Role: Receptionist/Cashier. What: Create invoice, collect payment, mark Done.
UI: Appointment → Create Invoice / POS. Access: Receptionist / Cashier.
Queue & Edge-case Notes
- Online and Walk-In appointments feed into the same per-doctor queue when the queue system is enabled.
- Queue numbers are unique per doctor per date and reset everyday (start from 1).
- Reception can prioritize emergency cases by moving patients manually in the queue panel.
- If a doctor is on leave, booking for that date is blocked and existing appointments are flagged for reschedule.
- In rare race conditions (simultaneous walk-ins), admins can re-sequence queue numbers via Clinic → Queue Jobs or through the admin re-sequence action.
Tip: Enable notifications to inform patients automatically about confirmations, reschedules, and cancellations.
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