Odoo Case Study
Patient Engagement Automation in Odoo
How We Built an AI-Powered Multi-Channel Communication Solution in Odoo for a Healthcare Client
"Our no-show rate dropped from 18% to 4% after CodeCrafters built our patient engagement system in Odoo. The AI even sends messages in Spanish to our Hispanic patients—without us doing anything. Everything syncs perfectly with our Odoo appointments."
Practice Manager, Dental Clinic
Need a Similar Solution for Your Practice?
We built this custom Odoo solution for a healthcare client. If you're facing similar patient communication challenges, let's discuss how we can help you.
The Client's Challenge
Our client, a multi-location dental clinic using Odoo, approached us with several patient communication problems:
High No-Show Rates
18% of appointments were missed. Each no-show cost them $150-$300 in lost revenue.
Manual Phone Calls
Staff spent hours making reminder calls. Most went to voicemail anyway.
Missed Recalls
Patients forgot annual checkups. Lost recurring revenue and poorer health outcomes.
Language Barriers
Many Hispanic patients missed messages they didn't understand. Created care gaps.
Our Odoo Solution
We developed a comprehensive patient engagement system directly within their existing Odoo setup. Here's what we built:
Appointment Reminders
Triggered automatically from Odoo Calendar. 24-hour, 48-hour, and same-day reminders with one-click confirmations and rescheduling links.
Recall Alerts
Odoo tracks last visit dates and triggers automated reminders for annual exams, 6-month cleanings, and routine checkups.
Prescription Expiry
Odoo monitors prescription dates and notifies patients when contact lenses, glasses, or medications are expiring. Drives repeat business.
Pre-Visit Instructions
Odoo sends arrival instructions, digital intake forms (via Odoo Survey), parking info, and what to bring before appointments.
Review Requests
Post-visit satisfaction surveys via Odoo Survey and Google/Yelp review requests to build their online reputation automatically.
Birthday & Wellness
Odoo CRM triggers personalized birthday greetings, health tips, and seasonal wellness reminders to stay top-of-mind.
Multi-Channel Delivery We Configured
We integrated multiple communication channels into their Odoo system, allowing patients to receive messages on their preferred platform.
Odoo Email Marketing with branded templates
SMS
Odoo SMS with 98% open rate delivery
WhatsApp Business API integration
Voice Calls
Twilio VoIP for automated calls
AI-Powered Features We Developed
Multilingual Communication
We integrated AI that reads the patient's language preference from their Odoo contact record and generates personalized messages in Spanish, French, Mandarin, Hindi, Arabic, and 50+ languages—a game-changer for their diverse patient base.
Dynamic Personalization
Messages pull data directly from Odoo: patient name, provider name, appointment type, location, treatment history, and past interactions. True personalization at scale using existing Odoo data.
Smart Send Timing
The system learns optimal send times based on patient engagement patterns tracked in Odoo. Morning person? Get reminders at 8 AM. Night owl? 7 PM works better. Timezone-aware delivery included.
Intelligent Channel Selection
AI analyzes patient demographics and response history stored in Odoo to pick the best channel automatically. Young patients get SMS, seniors get voice calls, professionals get email.
How the System Works
Results We Achieved for the Client
No-Show Reduction
More Recall Bookings
Message Open Rate
Patient Satisfaction
Technologies We Integrated
Odoo ERP
Core Platform — Calendar, Contacts, CRM, Email Marketing, SMS, Survey, Automated Actions
Twilio
SMS & Voice Calls
WhatsApp Business
Rich Messaging
SendGrid / Mailgun
Email Delivery
OpenAI / Claude
AI Translation
Frequently Asked Questions
Want a Similar Solution for Your Practice?
We can build a custom patient engagement system in Odoo tailored to your specific needs. Reduce no-shows, increase recall bookings, and improve patient satisfaction.
Let's Discuss Your ProjectFree consultation • No obligation