Quick facts
- Price
- $299.00 USD
- Odoo versions
- 17, 18, 19
- Setup time
- 30 min
- License
- One-time perpetual
- Languages
- 11 languages
One-time Purchase
Patient Follow-up
A made-to-order Odoo module that embeds recurring follow-up scheduling, automatic no-show detection, and protocol-driven care recalls directly into your patient and appointment records. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17/18/19 instance.
$299.00USD
No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.
Key Features
Dedicated `patient.followup` model linked to the patient record (`res.partner`/patient) and the originating `calendar.event`, giving follow-ups a first-class object rather than free-text notes
Reusable `patient.followup.protocol` records encoding cadence interval, day-offset rule, channel, owning care team, and escalation steps
Computed `next_due_date`, `days_overdue`, and lifecycle `state` (`scheduled → reminded → completed → missed`) via `@api.depends` compute methods
Daily `ir.cron` scheduled action that sweeps for due and overdue follow-ups and generates coordinator activities
No-show detection through `base.automation` automated actions reconciling appointment attendance and auto-transitioning records to `missed` with a rebooking task
QWeb-templated reminder messages sent over Odoo's native mail and SMS layer, with per-protocol template selection
Kanban, list, form, calendar, and pivot views (XML/OWL) delivering a single 'Follow-ups Due' coordinator cockpit
Access control via `ir.model.access.csv` plus record rules scoping follow-ups to the correct care team and clinic
Multi-company record rules that isolate follow-up data across separate clinics or legal entities
Pivot/graph analytics for no-show rate, on-time recall rate, and overdue backlog by protocol, team, or period
QWeb PDF recall summary report per patient or per due-list batch for front-desk and clinical handoff
XML-RPC/JSON-RPC endpoints so external portals, telephony, or reminder gateways can read and write follow-up records
Configurable escalation ladder (reminder → second reminder → coordinator activity → supervisor alert) driven by protocol rules
Clean `__manifest__.py` with pinned dependencies and version-branch parity across Odoo 17.0, 18.0, and 19.0
About this Product
Clinics running Odoo quickly discover that native calendar.event and Appointments cover booking, but say nothing about what happens after a visit ends. There is no first-class concept of a follow-up cadence, no automatic flag when a patient never shows, and no way to trigger a protocol-specific recall (post-op check at 7 days, chronic-care review every 90 days, lab re-test in 6 weeks). Care coordinators end up tracking recalls in spreadsheets, reminders fire manually, and no-shows silently fall out of the pipeline — which is exactly the population most at clinical and revenue risk. Odoo out of the box has no model that answers "who is due, who slipped, and what should happen next."
Why Choose Patient Follow-up
Dedicated `patient.followup` model linked to the patient record (`res.partner`/patient) and the originating `calendar.event`, giving follow-ups a first-class object rather than free-text notes
Reusable `patient.followup.protocol` records encoding cadence interval, day-offset rule, channel, owning care team, and escalation steps
Computed `next_due_date`, `days_overdue`, and lifecycle `state` (`scheduled → reminded → completed → missed`) via `@api.depends` compute methods
Daily `ir.cron` scheduled action that sweeps for due and overdue follow-ups and generates coordinator activities
No-show detection through `base.automation` automated actions reconciling appointment attendance and auto-transitioning records to `missed` with a rebooking task
QWeb-templated reminder messages sent over Odoo's native mail and SMS layer, with per-protocol template selection
ECOSIRE builds a dedicated Patient Follow-up module that lives inside your existing patient workflow. At its core is a patient.followup model (linked to res.partner/your patient record and to the source calendar.event) with a companion patient.followup.protocol model that encodes reusable cadences — interval, offset rule, channel, assigned team, and escalation steps. Computed fields using @api.depends derive next_due_date, days_overdue, and a state progressing through scheduled → reminded → completed → missed. A scheduled action (ir.cron) sweeps daily for due and overdue follow-ups; base.automation automated actions detect no-shows by reconciling appointment status against attendance and transition the record to missed, spawning a rebooking task or activity for the assigned coordinator. Reminders go out through Odoo's native mail/SMS layer using QWeb-rendered templates, and everything is exposed via list, form, kanban, calendar, and pivot views built in XML/OWL so coordinators work a single "Follow-ups Due" cockpit.
Security is enforced through ir.model.access.csv plus record rules so that follow-up data is scoped to the right care team, and — where you separate clinics or legal entities — multi-company rules keep records isolated. We can wire a QWeb PDF recall summary, surface follow-up KPIs (no-show rate, on-time recall rate, overdue backlog) in pivot/graph views, and expose the follow-up records over the XML-RPC/JSON-RPC API so an external portal, telephony system, or reminder gateway can read and write them. The build respects Community vs Enterprise boundaries: it runs on Community, and where your instance has Enterprise we can lean on Enterprise-only widgets and studio-adjacent features rather than reinventing them.
Because this is build-to-order, nothing is shipped as an instant download. After a short scoping call we confirm your Odoo version (17.0/18.0/19.0), Community vs Enterprise, your patient data model, and the protocols you actually run, then build against a staging copy of your database. Typical delivery is 2 to 4 weeks from confirmed scope, ending in UAT on staging, a supervised go-live, and a support window. Pricing starts from $299 (indicative, single-company base scope); multi-company clinic groups, deeper localization, extra reminder-channel or telephony integrations, and migration of historical recall data increase the quoted scope.
What you get
- Installable module source code for your confirmed Odoo version (17.0/18.0/19.0), Community or Enterprise
- Installation and configuration on your instance, including protocol setup and security-group wiring
- Technical documentation: data model, `ir.cron`/automation logic, security rules, and API surface
- End-user guide plus a live training session for coordinators and front-desk staff
- Post-go-live support window for defect fixes and configuration adjustments
- UAT on a staging copy of your database with a documented rollback plan before go-live
- Git repository handover with full commit history and tagged release
- Configured follow-up protocols and reminder templates matching the cadences you actually run
Who this is for
Clinic Operations Manager
Runs day-to-day scheduling and needs a reliable recall backlog and no-show visibility instead of spreadsheets, so overdue patients stop slipping through the appointment pipeline.
Care Coordinator / Front Desk Lead
Works the daily due list, sends reminders, and rebooks no-shows. Needs one cockpit inside Odoo that shows exactly who is due, who missed, and what action each protocol requires.
Odoo Administrator / Internal IT
Owns the Odoo instance and wants a clean, well-documented module with proper `ir.model.access.csv`, record rules, and a git handover — not an opaque add-on that breaks on the next upgrade.
Practice Owner / Medical Director
Accountable for continuity of care and recall compliance. Needs protocol-driven follow-up cadences and KPI reporting (no-show rate, on-time recall rate) to demonstrate the clinic follows through on care plans.
Installation overview
Download from ECOSIRE
Buy the license on ecosire.com and download the Patient Follow-up module ZIP from your account dashboard.
Upload to Odoo
Extract the ZIP into your Odoo custom addons folder on the server (or upload via Apps > Install from file on Odoo.sh / runbot).
Install the module
Activate Developer Mode, open Apps, click Update Apps List, search for Patient Follow-up, and press Install.
Configure settings
Open the new menu, paste your ECOSIRE license key, connect any external credentials (Shopify, Amazon, Stripe, etc.), and save.
Verify & go live
Run the built-in connection test, sync your first 10 records, and schedule the recurring cron. Contact support if anything fails.
How Patient Follow-up Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Follow-up scheduling model | Dedicated `patient.followup` object with protocol-driven cadences | Possible, but you design and maintain the model yourself | Generic follow-up fields, rarely protocol-aware | |
| No-show detection | Automated attendance reconciliation transitions record to `missed` + rebooking task | Must be built and tested from scratch | Often manual status change, no auto-escalation | |
| Protocol automation | Reusable cadence protocols with escalation ladder via `ir.cron` + automations | Feasible but adds significant build and QA time | Fixed reminder rules, limited configurability | |
| Fit to your workflow | Built against your data model, Odoo version, and real protocols | Fully bespoke, but you own all design risk | Generic; you adapt your process to the app | |
| Security & multi-company | `ir.model.access.csv` + record rules + multi-company isolation as scoped | You implement and verify all access rules | Basic access groups, multi-company varies | |
| Delivery & responsibility | Build-to-order, 2-4 weeks, UAT + rollback + support window | Depends on your internal team's capacity | Instant download, self-support, upgrade-at-your-risk | |
| Reporting & KPIs | Pivot/graph on no-show rate, on-time recall, overdue backlog | Build your own reports | Limited or no follow-up analytics | |
| Code ownership | Full git repo handover; you own the code | You own it, but also built it | Vendor-locked, obfuscation possible |
Frequently Asked Questions about Patient Follow-up
Is this an app I can download and install today?
No. Patient Follow-up is build-to-order. ECOSIRE builds the module against your specific Odoo version and patient data model, then installs and supports it. It is not an existing apps.odoo.com download, so there is no instant-download or self-serve install.
How long does delivery take?
Typical delivery is 2 to 4 weeks from confirmed scope. The timeline starts once we have agreed the protocols, your Odoo version and edition, and the data model on a scoping call, and it includes UAT on staging before go-live. Larger multi-company or migration-heavy builds sit at the upper end.
How does pricing and scoping work?
Pricing starts from $299 as an indicative single-company base scope. It is not a fixed price — after a short scoping call we send a fixed quote based on your confirmed requirements. Multi-company clinic groups, extra reminder or telephony integrations, deeper localization, and historical data migration increase the quoted scope.
Which Odoo versions and editions do you support?
We build for Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. The module runs on Community; where your instance has Enterprise we use Enterprise-native widgets and features rather than duplicating them. We confirm your exact version and edition before building.
What about support and future updates?
Every build includes a post-go-live support window for defects and configuration tweaks. Because you receive the full git repository, you own the code. We can also provide ongoing maintenance or version-upgrade work (for example moving from 17.0 to 18.0/19.0) under a separate agreement.
How does no-show detection actually work?
Automated actions (`base.automation`) reconcile appointment attendance against the linked `calendar.event`. When a patient does not attend, the follow-up record transitions to `missed` and a rebooking task or activity is created for the assigned coordinator, so missed visits become actionable rather than invisible.
Can it integrate with our external systems?
Yes. Follow-up records are exposed over Odoo's XML-RPC/JSON-RPC API, so an external patient portal, telephony platform, or reminder gateway can read and write them. Specific third-party integrations are scoped and quoted as part of the build.
Related Modules
Request a quote
Patient Follow-up
A made-to-order Odoo module that embeds recurring follow-up scheduling, automatic no-show detection, and protocol-driven care recalls directly into your patient and appointment records. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17/18/19 instance.
- Dedicated `patient.followup` model linked to the patient record (`res.partner`/patient) and the originating `calendar.event`, giving follow-ups a first-class object rather than free-text notes
- Reusable `patient.followup.protocol` records encoding cadence interval, day-offset rule, channel, owning care team, and escalation steps
- Computed `next_due_date`, `days_overdue`, and lifecycle `state` (`scheduled → reminded → completed → missed`) via `@api.depends` compute methods
- Daily `ir.cron` scheduled action that sweeps for due and overdue follow-ups and generates coordinator activities