Digitally Transforming a Dental Clinic with Odoo ERP
Client: SmileBright Dental Care
Location: Mumbai, India
Industry: Healthcare – Dental Clinic
Employees: 15
Odoo Modules Used: Appointments, CRM, Sales, Inventory, Invoicing, HR, Marketing, Website, Custom EMR, WhatsApp Integration
The Challenge
SmileBright Dental Care faced growing operational inefficiencies as their patient base expanded. Their key issues included:
- Manual appointment bookings and missed follow-ups
- Inefficient patient record management
- No real-time stock alerts or low-stock reminders
- Poor communication with patients about confirmations or delays
- Billing confusion and lack of centralized visibility
The Solution – Odoo ERP Implementation with WhatsApp Automation
Vraja Technologies implemented a customized Odoo ERP with WhatsApp Messaging Integration, tailored to solve:
1. Appointment Scheduling & Reminders
- Online booking integrated with Odoo Calendar
- Automated WhatsApp Messages:
- Appointment confirmation (instant)
- 24-hour and 1-hour reminders
- Cancellation or rescheduling updates
- Reduced no-shows by 40%
2. Inventory Monitoring
- Real-time stock tracking of dental consumables and implants
- WhatsApp Alerts:
- Low stock threshold reached
- Stock expiry notifications
- Refill confirmation to admin/clinic manager
- Ensured 100% readiness for procedures without manual checking
3. Billing & Invoicing
- Invoice sent to patients directly via WhatsApp post-treatment
- Payment reminders & insurance pending alerts
4. Patient Engagement & Loyalty
- WhatsApp follow-ups for post-treatment care
- Automated birthday/anniversary greetings
- Feedback form link sent 24 hours after appointment
Sample WhatsApp Flows
Appointment Confirmation Message
Hello [Patient Name], your appointment with Dr. [Doctor Name] is confirmed for [Date] at [Time].
Location: SmileBright Dental Care
For changes, reply here or call us at 98765XXXXX.
Thank you! 😊
Inventory Alert to Admin
Inventory Alert: Gloves stock is below minimum threshold (20 units).
Please reorder via Odoo Inventory dashboard.
Results Achieved
Metric | Before Odoo | After Odoo |
Appointment No-shows | ~22% | ↓ to 8% |
Inventory Wastage | High (manual logs) | ↓ by 60% |
Billing Errors | Frequent | Near 0% |
Patient Satisfaction Score | 6.5/10 | 9.1/10 |
WhatsApp Engagement Rate | – | 90% open rate |
Why Odoo + WhatsApp Integration Was the Game Changer
- Real-time communication without depending on phone calls
- Unified patient engagement across SMS, Email, WhatsApp
- Reduced manual reminders and admin work
- Patients preferred WhatsApp over email or phone
Services Provided by Vraja Technologies
- Odoo ERP Setup with Clinic-Specific Modules
- WhatsApp Cloud API Integration
- Custom Appointment & Inventory Messaging Flows
- Training & Support for Staff
Looking to Automate Your Clinic with Odoo + WhatsApp?
Let your dental practice run smarter and more efficiently.
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