AccAnalysisAccAnalysis
Healthcare & Clinics

Clinical records, supply and billing on one connected platform

Scheduling, lot and expiry control, consumables and claims on a single record — with the audit evidence collected as work happens, not the week before an inspection.

SchedulingLot & expiryClaims
What's already built
  • Modules configured
  • Automations running
  • AI agents
  • Reports and documents

Already running before we meet your data.

You probably need this if…

  • Clinical records, stock and billing live in three systems that don't reconcile.
  • Expiry is managed by someone walking the shelves with a clipboard.
  • Cold-chain excursions are discovered later, if at all.
  • Claims are rejected for coding and documentation reasons you only see in aggregate.
  • Controlled drug registers are on paper.
  • Preparing for an inspection means a fortnight of assembling evidence.
Scope note

This is an operational platform — scheduling, supply, billing, procurement and compliance evidence. It is not a substitute for a certified electronic health record where your jurisdiction mandates one, and we integrate with yours rather than pretending otherwise.

Inside the blueprint

What's already built

Modules configured

Appointment scheduling by room, clinician and resource; encounter records with structured consultation, orders and dispensing; inventory with lot, batch and expiry control; cold-chain monitoring; controlled-substance register with dual sign-off; procurement with approved-supplier lists; billing with payer and package pricing; and accounting configured for multi-site clinics.

Automations running

Check-in to room-board updates and wait-time tracking, encounter-driven consumable depletion, expiry alerts staged by shelf life, cold-chain excursion detection opening an incident automatically, reorder points recalculated nightly from actual dispensing, claim assembly at day close with completeness checks before submission, consent capture enforced before procedure, and access reviews scheduled with leaver revocation prompts.

AI agents

Demand forecasting for consumables and vaccines from encounter history and season; claim-rejection prediction that flags likely rejections before submission with the reason; no-show prediction driving overbooking policy where you allow it.

Reports and documents

Room and clinician utilisation, wait-time distribution against your standard, expiry and wastage, cold-chain log, controlled-substance reconciliation, claim acceptance and rejection reasons, revenue per encounter and per clinician, and an inspection evidence pack.

The screens

The system, before we touch it

1The screens

The clinic at 11:42

Six rooms across the working day with completed, in-progress and booked slots, a now-line, and the waiting list ranked by wait time with the breach of the thirty-minute standard called out in red. On the right, the day's completed encounters, what has been billed, and the claim value that will file automatically at day close.

The clinic at 11:42 — Six rooms across the working day with completed, in-progress and booked slots, a now-line, and the waiting list ranked by wait time with the breach of the thirty-minute standard called out in red. On the right, the day's completed encounters, what has been billed, and the claim value that will file automatically at day close.
2The screens

The same clinics from the supply side

Lots with expiry and status, cold-chain temperature over twenty-four hours with a logged excursion and its cause, the audit evidence already collected — consent, prescriber verification, retention, access reviews, open incidents — and procurement driven by what was actually dispensed.

The same clinics from the supply side — Lots with expiry and status, cold-chain temperature over twenty-four hours with a logged excursion and its cause, the audit evidence already collected — consent, prescriber verification, retention, access reviews, open incidents — and procurement driven by what was actually dispensed.

Illustrative data. Your instance is configured to your entities, currency and chart of accounts.

Your 20%

What we tailor

Your service catalogue and pricing, payer and package rules, appointment types and durations, room and resource model, triage categories, formulary and approved suppliers, consent forms, retention policy, and the specific evidence your regulator or accreditor requires.

What we won't do

Hold clinical data in a way that conflicts with your data residency obligations. Where residency requires on-premise, we build on-premise — that's a design constraint, not an upgrade.

Time to live

Weeks to live, in phases

PhaseWeeksWhat happens
1Fit review
1–2

Service catalogue, payers, sites, residency and compliance requirements

2Foundation
2–3

Entities, accounts, security model, environments, residency decisions

3Clinical operations
3–4

Scheduling, encounters, room board, triage

4Supply and compliance
2–3

Lots, expiry, cold chain, controlled substances, evidence

5Billing and claims
2–3

Payer rules, claim assembly, rejection handling

6Pilot site
2–3

One clinic live through a full billing and claim cycle

7Roll-out
ongoing

Site by site

Typical first clinic live in 12–14 weeks.

Connects to

Connects to

Existing EHR or HIS systemsLaboratory and imaging systemsPayer and insurance claim gatewaysTemperature monitoring hardwarePharmacy and supplier cataloguesSMS and appointment remindersBank feedsYour BI tool
Measurement

What it moves

  • Average and worst-case wait time
  • Room and clinician utilisation
  • No-show rate
  • Expiry wastage as a percentage of consumable spend
  • Cold-chain excursions
  • Claim acceptance rate at first submission
  • Days to reimbursement
  • Open compliance findings

We baseline each of these in the fit review so the change is provable rather than asserted.

What you keep

Yours at the end of the engagement

  • The production system
  • The service catalogue and pricing model
  • Evidence pack structure and retention configuration
  • Integration code in your repository
  • Clinical and supply runbooks
  • The reporting layer
Track record

Relevant experience

Multi-entity Odoo implementation covering procurement, approvals, inventory and accounting for a group with strict access-control requirements.

Three-year IT-controls audit support covering access control, evidence retention and audit readiness.

On-premise Odoo deployments where data residency ruled out cloud hosting (Germany), including a full migration from vendor hosting to client-owned servers.

FAQ

Common questions

Is this an EHR?

No, and we say so before you ask. It holds encounter records, orders and dispensing for operational and billing purposes. Where your jurisdiction requires a certified EHR, we integrate with it and keep one patient identity across both.

Can it run entirely on our own servers?

Yes. On-premise is a first-class option, not a fallback — with the same CI/CD, monitoring, backup and disaster-recovery arrangements we'd build in cloud.

How are controlled substances handled?

As a register with dual sign-off, immutable logging and reconciliation on a schedule you set. Discrepancies raise an incident rather than an email.

What about patient data protection?

Access control is role-based and least-privilege by default, every record view is logged, there are no hard deletes, and retention is configured to your jurisdiction. We document exactly where each category of data lives before go-live.

Keep reading

Related solutions

How it gets delivered

Request a compliance and operations assessment of one clinic. You'll get a graded findings list and a costed roadmap you own — whoever you engage to deliver it.