Clinic Treatment Plans & Recall Engine
Multi-phase dental & medical treatment plans, case-acceptance analytics and automated patient recall reminders.
Clinic Treatment Plans & Recall Engine The revenue engine generic appointment apps forget. Dentists and clinics propose multi-visit treatment plans, then lose patients between phases and let 6-month recalls slip, leaking recurring revenue. This app closes both leaks.
Key Features
Clinic Patient
Clinic Patient. Tracks Patient Name, Chart Number, Contact, Email, Mobile. One-click view plans, view recalls.
Clinic Procedure / Treatment Type
Clinic Procedure / Treatment Type. Tracks Procedure, Code, Standard Fee, Insurance Coverage %, Tooth / Site Specific.
Clinic Production Analysis
Clinic Production Analysis. Tracks Plan, Patient, Provider, Procedure, Company.
Clinic Provider
Clinic Provider. Tracks Provider, Related User, Email, Color, Procedures. One-click view procedures.
Clinic Patient Recall
Clinic Patient Recall. Tracks Recall Reference, Patient, Recall Procedure, Provider, Originating Procedure. One-click mark contacted, book, complete, cancel, reset.
Clinic Treatment Phase
Clinic Treatment Phase. Tracks Phase, Sequence, Plan, Planned Start, Clinical Goal.
Clinic Treatment Plan
Clinic Treatment Plan. Tracks Plan Reference, Patient, Treating Provider, Presented On, Diagnosis / Chief Complaint. One-click propose, accept, start, complete, cancel.
Clinic Treatment Plan Procedure
Clinic Treatment Plan Procedure. Tracks Plan, Phase, Phase Order, Sequence, Procedure. One-click accept line, schedule, mark close, cancel line, reset line.
Use Cases
Screenshots
Patients
Treatment Plans
Procedures
Production Analysis
Providers
Why Choose This Module
Highlights Multi-phase treatment plans with a per-procedure clinical status (proposed / accepted / scheduled / done) and tooth / site coding. Fee, insurance estimate and patient out-of-pocket computed per procedure, per phase and per plan, with an estimated-insurance coverage percentage. Patient acceptance capture: signature, accepting person and timestamp, with a live case-acceptance percentage (accepted fees / presented fees). Recall automation: every completed procedure whose type carries a recall interval schedules the next recall automatically, deduplicated per patient. Reminder cadence with escalation: a daily scheduled action walks due recalls through first / second / final reminders across email and SMS channels and flags the overdue ones. Unscheduled-treatment worklist: accepted-but-not-booked procedures surfaced as a live worklist so the front desk can convert them into appointments. Per-provider production and case-acceptance KPIs plus a pivot-ready production analysis report.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1802 |
| Technical Name |
clinic_treatment_plan_recall |
| License | OPL-1 |
| Website | https://pokutsoft.com |
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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