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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