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Dental Clinic Management
Dental Clinic Management is a complete Odoo solution for managing dental clinics, hospitals, and oral healthcare centers. It enables you to configure teeth, treatments, medicines, dental procedures, allergies, insurance companies, and specialties with ease. Manage patients through Odoo Contacts and dentists through Odoo Employees while maintaining complete patient medical information. Schedule appointments and automatically create dental cases with diagnosis, treatment plans, prescriptions, and case escalation. Track every patient's treatment history and generate appointment or dental case history reports for any selected date range. This module streamlines daily clinic operations, improves patient care, and enhances the overall efficiency of dental practice management.
Features
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Features
Comprehensive Clinic Configuration
Configure all essential master data, including teeth, tooth treatments with charges, chronic conditions, patient relationships, medicines, dental procedures, allergies, insurance companies, and dental specialties. This centralized setup simplifies clinic management and ensures consistent records across the system.
Smart Patient Management
Manage patients using Odoo Contacts with complete personal and medical information. Store details such as blood group, medical history, allergies, insurance information, and emergency contacts to provide accurate and efficient patient care.
Appointment Scheduling
Schedule and manage patient appointments with all required clinical information. Record the assigned dentist, appointment date, symptoms, medical history, and treatment requirements to ensure a smooth consultation process
Dental Case Management
Automatically create a dental case from an appointment to eliminate duplicate data entry. Each case includes diagnosis, treatment plans, prescriptions, clinical notes, and case escalation for advanced dental procedures
Dentist & Staff Management
Manage dentists through Odoo Employees and assign them to appointments and dental cases. Monitor each dentist's schedule, patient assignments, and treatment records from a centralized system.
Prescription & Treatment Tracking
Maintain detailed treatment records with prescribed medicines, performed dental procedures, and follow-up recommendations. This helps dentists track patient progress and maintain a complete treatment history.
History Reports & Analytics
Generate appointment history and dental case history reports by selecting a custom start and end date. Quickly review patient treatment records, monitor clinic activities, and maintain organized documentation for future reference
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1.)Administrators Can Manage Access Rights
Dental clinic administrators can manage access rights from the Res Config Settings to control configuration features. Assigned permissions allow authorized users to access and manage dental setup menus according to their roles. This ensures secure handling of clinic configurations such as treatments, medicines, teeth records, and other master data.
Navigation : Setting → Manage User
2.)All Tooth
The system allows managers to configure all teeth records in a centralized master list for accurate dental chart management. Each tooth can be assigned a unique name, number, and reference image to improve identification during examinations and treatments. Storing tooth photos helps dentists quickly recognize tooth positions and maintain consistent clinical records
Navigation : Dental Clinic Management → Configuration → Tooth
3.)Tooth treatment
Administrators can create and manage different tooth treatments such as cleaning, dressing, dental alignment, and other dental procedures. Each treatment can be configured with its applicable charges and linked invoice products for billing purposes. This setup helps maintain accurate treatment pricing and enables smooth invoice generation during patient services.
Navigation : Dental Clinic Management → Configuration → Tooth Treatment
4.)Chronic Condition
Administrators can configure different chronic conditions such as diabetes, dental caries, heart disease, and other patient health-related records. These conditions can be linked with patient profiles to maintain complete medical history information. This setup helps dentists understand patient health factors and provide safer, more effective dental treatments.
Navigation : Dental Clinic Management → Configuration → Chronic Condition
5.)Patient Relation
Patient relationship management allows the setup of different relationship types such as brother, sister, father, friend, and other personal connections. These records help maintain accurate patient family and contact information within the system. Proper relationship tracking improves patient record organization and supports better communication during dental care services.
Navigation : Dental Clinic Management → Configuration → Patient Relation
6.)Medicine
Medicine management allows the setup of different medicines with their categories and types, such as tablets, injections, capsules, and other medical forms. These records help dentists maintain an organized medicine list for prescriptions and patient treatments. Proper medicine configuration improves prescription accuracy and supports efficient dental case management.
Navigation : Dental Clinic Management → Configuration → Medicine
7.)Dental Procedure
Dental procedure management allows the setup of various dental services such as X-ray, filling, veneers, root canal treatment, and other clinical procedures. These records help dentists maintain a structured list of procedures used during patient treatments. Proper procedure configuration improves treatment planning and provides accurate details for dental case management.
Navigation : Dental Clinic Management → Configuration → Dental Procedure
8.)Patient Allergy
Patient allergy management allows the setup of different allergy types such as food allergy, dust, metals, latex, and other allergic conditions. These records help maintain complete patient medical information and alert dentists about possible risks during treatment
Navigation : Dental Clinic Management → Configuration → Patient Allergy
9.)Insurance company
Insurance company management allows the setup of different insurance providers such as UnitedHealthcare, Tata AIG, HDFC Ergo, and other healthcare insurance companies. These records help maintain patient insurance details and support smooth claim and billing processes. Proper insurance configuration improves financial record management and provides better coordination between patients and the dental clinic.
Navigation : Dental Clinic Management → Configuration → Insurance company
10.)Specialist
Specialist management allows the setup of different dental specialties such as general dentist, orthodontist, oral surgeon, and other dental experts. These records help organize dentist expertise and assign the right specialist for patient treatments. Proper specialty configuration improves appointment scheduling and supports efficient dental case management.
Navigation : Dental Clinic Management → Configuration → Specialist
11.)Dentist
Employee records include a dedicated checkbox to identify whether an employee is a dentist or not. When the dentist option is enabled, the selected employee can be used as a dentist in the dental clinic workflow. This configuration helps easily filter and assign available dentists for appointments and dental cases.
Navigation : Dental Clinic Management → Dentist
12.)Dentist Filter
The employee list provides a dentist filter option to quickly find and manage dentist records. When the filter is applied, only employees marked as dentists are displayed in the list view. This makes it easier to select and assign available dentists for appointments and dental case activities.
Navigation : Dental Clinic Management → Dentist
13.)Receptionist can manage access rights
Receptionist access rights can be configured to control available dental clinic operations. Assigned permissions allow receptionists to manage patient details, schedule appointments, and access required records based on their responsibilities. This ensures secure data handling while supporting smooth front-desk clinic workflows.
Navigation : Setting → Manage User
14.)Appointment
Receptionist users can access only the required menus, such as Patients, Appointments, and Dental Cases, based on their assigned access rights. They can create new patient records and schedule appointments by entering all necessary details, including patient information and appointment data. This restricted access helps maintain security while allowing reception staff to manage daily clinic activities efficiently.
Navigation : Dental Clinic Management → Appointment
15.)Create Dental Case
Receptionists can confirm patient appointments after entering all required appointment details. A dedicated “Create Dental Case” button allows them to generate a dental case directly from the confirmed appointment. This workflow ensures smooth conversion from appointment scheduling to dental treatment management.
Navigation : Dental Clinic Management → Appointment
16.)Appointment Done & Open Case
Once a dental case is created from an appointment, its status is automatically updated to Done. A dedicated case smart button is available on the appointment form to quickly open and view the related dental case. This provides easy access to treatment details and maintains a connected workflow between appointments and dental records.
Navigation : Dental Clinic Management → Appointment
17.)Appointment Confirm Email
The system automatically sends an email notification to patients when their appointment is confirmed. The email includes confirmation details along with the scheduled appointment date and other required information. This automated communication helps patients stay informed and improves appointment management efficiency.
Navigation : Setting → Technical → Emails
18.)Manage Patient
Receptionists can manage patient records through the partner form by enabling the patient checkbox. They can add essential medical information such as blood group, age, chronic conditions, allergies, and emergency contact details. This complete patient profile helps dentists access important health information and provide better treatment planning.
Navigation : Dental Clinic Management → Patient
19.)Dentist can manage access rights
Dentist access rights can be configured to control the features and records available to dental professionals. Assigned permissions allow dentists to manage dental cases, treatments, diagnoses, prescriptions, and patient-related information according to their responsibilities. This ensures secure access while supporting efficient dental care workflows.
Navigation : Setting → Manage User
20.)Dental Case
Dentists can view created appointments through the dental case and access all related patient and appointment details automatically filled in the case form. The dental case starts with a Draft status, allowing dentists to review the information before starting treatment. After examination, dentists can move the case status to Diagnosis for further treatment planning and clinical workflow.
Navigation : Dental Clinic Management → Case
21.)Diagnosis
Dentists can move the dental case status to Diagnosis after reviewing the patient details. The Diagnosis and Treatment buttons are available to open dedicated pop-up forms for entering clinical information. This workflow helps dentists record diagnosis details and plan required treatments in an organized manner.
Navigation : Dental Clinic Management → Case
22.)Add Diagnosis
The Diagnosis pop-up allows dentists to record detailed examination information by selecting dental procedures and entering their results. Dentists can add performed procedures, observations, and clinical findings during patient evaluation. This helps maintain accurate diagnosis records and supports effective treatment planning for each dental case.
Navigation : Dental Clinic Management → Case
23.)Diagnosis View
After creating a diagnosis record, a dedicated Diagnosis smart button is available on the dental case to quickly open and view related diagnosis details. Dentists can add diagnosis information along with supporting images such as X-ray photos for better clinical analysis. The selected procedure type automatically fills the related charge details, helping maintain accurate treatment and billing records.
Navigation : Dental Clinic Management → Case
24.)Diagnosis Report
Dentists can generate a detailed diagnosis report from the Action menu available in the dental case. The report includes complete diagnosis information, selected dental procedures, results, and related clinical details. This helps maintain proper documentation and provides a clear record of patient examination and diagnosis history.
Navigation : Dental Clinic Management → Case
25.)PDF Report
The diagnosis PDF report displays all completed details, including patient information, assigned dentist, selected procedures, procedure results, and diagnosis records. It also shows the current status of the diagnosis such as Draft, Done, or Cancelled. This report helps maintain complete clinical documentation and provides an organized reference for patient treatment history.
Navigation : Dental Clinic Management → Case
26.)Precription
A Prescription button is available in the dental case to allow dentists to create and manage patient prescriptions. Dentists can add required medicines, dosage details, and prescription instructions based on the patient's treatment needs. This feature helps maintain accurate medication records and improves the overall dental treatment workflow.
Navigation : Dental Clinic Management → Case
27.)Create Prescription
The Prescription pop-up allows dentists to add complete medication details for the patient. Dentists can select medicines with their types and enter dosage, frequency, duration, and additional notes. This structured prescription management helps maintain accurate medication records and provides clear instructions for patient care.
Navigation : Dental Clinic Management → Case
28.)Open Prescription
A Prescription smart button is available in the dental case to quickly access and manage related prescription records. Dentists can open the created prescription details directly from the smart button and review medicines, dosage, frequency, duration, and notes. This provides easy access to complete medication information during the patient's treatment process.
Navigation : Dental Clinic Management → Case
29.)Prescription View
The Prescription view displays complete medication details related to the dental case. It includes patient information, assigned dentist details, and medicine lines with medicine name, type, dosage, frequency, duration, and notes. This organized view helps dentists review prescriptions easily and maintain accurate patient medication records.
Navigation : Dental Clinic Management → Case
30.)Prescription PDF Report
Dentists can generate a Prescription PDF report containing all required medication details from the dental case. The report includes patient information, dentist details, prescribed medicines, medicine type, dosage, frequency, duration, and additional notes. This printable report helps maintain proper prescription records and provides clear medication instructions for patients.
Navigation : Dental Clinic Management → Case
31.)Move To Treatment Status
Dentists can move the dental case status to Treatment after completing the diagnosis process. The treatment stage allows dentists to manage planned dental procedures and record treatment-related details for the patient. This workflow helps maintain a structured process from diagnosis to final dental care.
Navigation : Dental Clinic Management → Case
32.)Treatment
Dentists can move the dental case status to the Treatment stage by clicking the Treatment button. The Treatment button opens a pop-up form where dentists can add and manage required treatment details. This workflow helps record planned procedures and maintain complete treatment information for each dental case.
Navigation : Dental Clinic Management → Case
33.)Add Treatment
The Treatment pop-up allows dentists to add detailed treatment information for the selected dental case. Dentists can select the required tooth and add treatments such as dressing, cleaning, and other dental procedures in the treatment lines. The treatment charge is automatically calculated based on the selected treatment, ensuring accurate cost management and billing records.
Navigation : Dental Clinic Management → Case
34.)Open Treatment
A Treatment smart button is available in the dental case to quickly access related treatment records. Dentists can click the smart button to open the treatment form view and review all treatment details, including selected teeth, procedures, and charges. This provides easy access to complete treatment information during patient care.
Navigation : Dental Clinic Management → Case
35.)Start Treatment
The Treatment view provides a Start Treatment button for dentists to begin the selected dental procedure. After clicking the button, the treatment process is started and the dentist can update required treatment details. This workflow helps track treatment progress and maintain accurate patient care records.
Navigation : Dental Clinic Management → Case
36.)In Proccess
After starting the treatment, the treatment status automatically moves to In Process. Dentists can manage the treatment workflow by marking it as Done after completion or Cancelled if the procedure is not performed. This status tracking helps maintain accurate treatment progress and complete dental case records.
Navigation : Dental Clinic Management → Case
37.)Create Treatment Report
Once the treatment is completed, the treatment status moves to Done. A patient treatment report generation option is available to create a detailed report of the completed procedure. The report includes patient details, dentist information, selected treatments, performed procedures, and treatment status for complete documentation.
Navigation : Dental Clinic Management → Case
38.)PDF Report
The patient treatment report displays complete treatment details in a structured format. It includes patient information, assigned dentist, selected teeth, performed procedures, treatment charges, and current treatment status. This report helps maintain a clear record of dental services provided and supports future patient reference.
Navigation : Dental Clinic Management → Case
39.)Calculate Charge
The system automatically calculates diagnosis charges, treatment charges, and the total amount based on the selected procedures and services. After completing all required treatment activities, the dental case status is automatically moved to the Done stage. This ensures accurate billing records and provides a complete summary of the patient's dental care.
Navigation : Dental Clinic Management → Case
40.)Create Invoice
The generated invoice includes all diagnosis charges and treatment charges related to the dental case. Service details are automatically added to the invoice based on completed diagnosis and treatment records. This helps maintain accurate billing information and provides a clear breakdown of dental service costs.
Navigation : Dental Clinic Management → Case
41.)Open Invoice
After creating an invoice, an Invoice smart button is available in the dental case to quickly access the related invoice record. Dentists or authorized users can click the smart button to open and review invoice details, including diagnosis charges, treatment charges, and payment status. This provides easy tracking of billing information linked with the dental case.
Navigation : Dental Clinic Management → Case
42.)Invoice
The invoice form allows users to register payments directly from the generated invoice. Payment details can be recorded to update the invoice payment status and maintain accurate financial records. This helps track completed payments and provides better billing management for dental services.
Navigation : Invoicing → Invoices
43.)Dental Case Report
Receptionists, dentists, and administrators can generate dental case PDF reports from the system. The report includes complete dental case details such as patient information, dentist details, diagnosis, treatments, prescriptions, procedures, and case status. This helps maintain proper documentation and provides a complete record of patient dental history.
Navigation : Dental Clinic Management → Case
44.)PDF Report
The dental case PDF report provides complete case information in a well-organized format. Patient details, diagnosis, treatment details, and prescription information are displayed in separate tables for better readability. This structured report helps dentists and clinic staff easily review the complete dental case history and treatment records.
45.)Dental Case Graph View
The dental case graph view provides a visual overview of case records and treatment activities. Users can analyze dental cases based on different statuses, diagnoses, treatments, and completed procedures
Navigation : Dental Clinic Management → Case
46.)Dental Case Calendar View
The dental case calendar view provides an organized schedule of dental cases based on planned dates and activities
Navigation : Dental Clinic Management → Case
47.)Dental Activity View
The dental case activity view helps users track all scheduled and completed activities related to patient cases. It provides a clear timeline of communication, follow-ups, notes, and important case updates. This view enables dentists and clinic staff to monitor progress and manage patient care activities efficiently.
Navigation : Dental Clinic Management → Case
48.)Case History Reporting
The Reporting menu provides a Case History option to generate detailed dental case reports. Selecting the Case History report opens a pop-up where users can choose required filters and generate records based on selected criteria. This helps clinic staff review and maintain complete patient dental case history efficiently.
Navigation : Dental Clinic Management → Reporting → Case History
49.)Case History Pop-up
Users can select a start date and end date in the Case History report pop-up to filter required dental case records. After selecting the date range, the PDF Print button generates a complete case history report. This report provides organized patient dental records within the selected period for easy review and documentation.
Navigation : Dental Clinic Management → Reporting → Case History
50.)PDF Report
The Case History PDF report displays dental case records based on the selected start date and end date. The generated report includes case number, patient name, dentist details, case date, total charges, and current case status. This report helps clinic staff review complete case summaries and maintain accurate dental treatment records.
51.)Appointment History
The Reporting menu provides an Appointment History option to generate detailed appointment reports. Selecting the Appointment History report opens a pop-up where users can apply required filters and prepare appointment records. This feature helps clinic staff review and manage complete patient appointment history efficiently.
Navigation : Dental Clinic Management → Reporting → Appointment History
52.)Select Start Date To End Date
The Appointment History pop-up allows users to select a start date and end date to filter appointment records. Based on the selected date range, the system prepares the required appointment history data for reporting. This helps users quickly access and review appointment records within a specific period.
Navigation : Dental Clinic Management → Reporting → Appointment History
53.)PDF Reprot
The Appointment History PDF report displays complete appointment details based on the selected date range. The report includes appointment number, patient name, appointment date, assigned dentist, and appointment status. This structured report helps clinic staff review appointment records and maintain accurate scheduling history.
54.)Administrators Can Manage Access Rights
Dental clinic administrators can manage access rights from the Res Config Settings to control configuration features. Assigned permissions allow authorized users to access and manage dental setup menus according to their roles. This ensures secure handling of clinic configurations such as treatments, medicines, teeth records, and other master data.
Navigation : Setting → Manage User
55.)Consultation Charge Product
Dental clinic settings allow administrators to configure a consultation charge product for patient appointments and dental services. The selected product is automatically used for consultation billing when creating invoices. This setup helps maintain consistent consultation charges and simplifies the invoicing process within the dental management workflow.
Navigation : Setting → Dental Clinic Management
56.)Escalate Case
Administrators can escalate a dental case when a patient's condition requires specialized care or further attention. The case escalation feature helps assign high-priority cases for advanced treatment and ensures timely follow-up. This workflow improves case management and supports better coordination for critical dental cases.
Navigation : Dental Clinic Management → Case
57.)Patient Escalate
The Case Escalation button opens a pop-up where users can enter the escalation reason and assign a responsible person. This information helps document why the case requires special attention and identifies the person responsible for handling it. The structured escalation process ensures proper tracking and timely management of critical dental cases.
Navigation : Dental Clinic Management → Case
58.)Escalate View
The created case escalation details are available directly in the dental case form view under the Escalation section. Users can review the assigned responsible person, selected dentist, escalation reason, and related remarks in a dedicated escalation line. This provides complete visibility of escalated cases and helps track follow-up actions efficiently.
Navigation : Dental Clinic Management → Case
User Guide
