Clinic Treatment Plans & Recall Engine
Multi-phase dental & medical treatment plans, case-acceptance analytics and automated patient recall reminders.
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.
clinic_insurance_claims_estimator or
clinic_recall_reactivation_marketing. They overlap on the
clinic.patient, clinic.procedure, clinic.recall models,
and Odoo replaces one definition with another instead of merging them. If you try, the
installation is stopped with a clear error message. Choose one of them for a given database.
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. Reminders respect each patient's opt-out and channel consent; SMS reminders are sent through Odoo's SMS app when it is installed, otherwise the escalation goes by email. 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 / 20.0
- License: OPL-1
- Languages: 15 (ar, cs, de, es, fr, it, ja, nl, pl, pt, ro, ru, sv, tr, zh_CN)
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-10-02
User guides (PDF)
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