From intake to outcome, one clinical record for your entire practice
Psychology Practice Management unifies client intake, case management, consultation scheduling, scored evaluations, treatment plans, informed consent, and billing in one Odoo app — with a client portal and multi-location support built in.
The problem
Psychology and therapy practices run on a patchwork of tools: paper or spreadsheet assessment scoring, a generic calendar for scheduling, separate billing software, and shared drives for confidential records. Clinical documentation lives in disconnected silos, confidentiality and retention obligations are handled ad hoc with no audit trail, and manual admin work eats into time that should go to clients.
The solution
Psychology Practice Management gives clinicians and office managers one Odoo workspace: client intake through case management, consultations, standardized evaluations with automatic scoring, treatment plans, informed consent, and invoicing — all linked to a single confidentiality-controlled client record, with a self-service portal for clients and support for multi-clinic practices.
Everything a psychology practice needs
Every capability below is implemented in the module.
Client CRM & Unified History
Track inquiries and contact details, then follow every client through cases, consultations, evaluations, treatment plans, and invoices from a single continuous record.
Clinical Case Management
Open clinical cases with status workflows, therapist assignment, and an activity timeline that ties every consultation, assessment, and document back to the case.
Consultation Scheduling
Book consultations with typed templates for initial assessments and follow-ups, capture session notes, and record session fees against the therapist calendar.
Scored Evaluations & Reports
Run structured assessments from a psychology test library with multi-rater support, automatic scoring, and interpretation bands, then generate a signed clinical report.
Treatment Plans & Interventions
Build treatment plans from an evidence-based intervention library, track measurable goals and progress, and document outcomes over time.
Informed Consent Tracking
Send, sign, and store informed-consent agreements tied to each client and treatment, with expiry dates so renewals are never missed.
Confidentiality & Audit Trail
Apply confidentiality levels to clinical records and keep an append-only audit trail of who accessed or changed them, with configurable retention and disposal rules.
Outsourced Work & Contractors
Mark a consultation or evaluation as outsourced, assign it to a credentialed external contractor, and generate the vendor bill directly from the record once work is delivered.
Multi-Location Billing & Portal
Generate patient invoices automatically, allocate costs across multiple clinics, and let clients request appointments and review consent forms from a self-service portal.
How it works
Intake & open a case
Convert an inquiry into a client record and open a clinical case with therapist assignment and location.
Schedule & assess
Schedule consultations, run standardized evaluations from the test library, and capture informed consent.
Treat & track progress
Build a treatment plan from the intervention library and track goals, progress, and outcomes over time.
Bill & report
Invoice sessions automatically, generate signed clinical reports, and keep clients informed through their own portal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Clients request appointments and view their consultations and consent forms through the built-in Odoo customer portal (My Account), not a public website storefront. Invoicing runs through standard Odoo Accounting.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Psychology Practice Management
Client intake, clinical cases, consultation scheduling, scored evaluations, treatment plans and consent tracking — with confidentiality controls, an audit trail and multi-location billing.
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