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Patient Follow-up — A made-to-order Odoo module that embeds recurring follow-up scheduling, automatic no-show detection, and  — 1/1उदाहरणात्मक पूर्वावलोकन

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.

Patient Follow-up क्या है?

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. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

प्रमुख सुविधाएँ

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

ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार

स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।

  1. 1

    आप ऑर्डर करते हैं

    एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।

  2. 2

    हम बनाते और इंस्टॉल करते हैं

    ECOSIRE इसे आपके Odoo पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।

  3. 3

    लाइव + समर्थन

    आप लगभग एक कार्य सप्ताह में लाइव हो जाते हैं, गो-लाइव के बाद दो सप्ताह के समर्थन के साथ। हमारे द्वारा दिए गए कोड की खामियाँ निःशुल्क ठीक की जाती हैं।

तकनीकी विनिर्देश

Odoo संगतता
Odoo 17, Odoo 18, Odoo 19
संस्करण
Enterprise और Community
लाइसेंस
लाइसेंस की पुष्टि आवश्यक है
Python आवश्यकता
Python 3.10+
डेटाबेस
PostgreSQL 12+

इस उत्पाद के बारे में

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."

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 one working week from confirmed scope, ending in UAT on staging, a supervised go-live, and a support window. Pricing starts from $999 (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.

How Patient Follow-up Compares

CriterionECOSIRECustom BuildCompetitorOdoo नेटिव
Follow-up scheduling modelDedicated `patient.followup` object with protocol-driven cadencesPossible, but you design and maintain the model yourselfGeneric follow-up fields, rarely protocol-awareNo follow-up concept; only `calendar.event` bookings
No-show detectionAutomated attendance reconciliation transitions record to `missed` + rebooking taskMust be built and tested from scratchOften manual status change, no auto-escalationNone; missed visits are invisible
Protocol automationReusable cadence protocols with escalation ladder via `ir.cron` + automationsFeasible but adds significant build and QA timeFixed reminder rules, limited configurabilityManual reminders only
Fit to your workflowBuilt against your data model, Odoo version, and real protocolsFully bespoke, but you own all design riskGeneric; you adapt your process to the appWhatever core provides, no tailoring
Security & multi-company`ir.model.access.csv` + record rules + multi-company isolation as scopedYou implement and verify all access rulesBasic access groups, multi-company variesCore access model, no follow-up-specific rules
Delivery & responsibilityBuild-to-order, one working week, UAT + rollback + support windowDepends on your internal team's capacityInstant download, self-support, upgrade-at-your-riskIncluded in Odoo, no bespoke delivery
Reporting & KPIsPivot/graph on no-show rate, on-time recall, overdue backlogBuild your own reportsLimited or no follow-up analyticsNo follow-up KPIs
Code ownershipFull git repo handover; you own the codeYou own it, but also built itVendor-locked, obfuscation possibleCore code, not customizable without a module

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 one working week 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 $999 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.

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कोटेशन का अनुरोध करें

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

कोटेशन का अनुरोध करें

हमें Patient Follow-up के लिए अपनी ज़रूरतें बताएं और हम आपको कीमत, लाइसेंस विकल्प और एक अनुकूलित प्रस्ताव भेजेंगे — आमतौर पर एक कार्यदिवस के भीतर।

अभी कोई भुगतान नहीं। यह हमारी टीम को एक कोटेशन अनुरोध भेजता है — हम कीमत और अगले चरणों के साथ ईमेल द्वारा संपर्क करेंगे।