"DI-FIT" Customized Workflow in OpenERP

Budget N/A
Bids 7
Average Bid $7429

DIFIT is a project that offers DME (Durable Medical Equipment) companies the ability to provide diabetic shoes to their patients without having to create a fitting sales network. This project will help to automate the involvement of multiple groups of people and the smooth delivery of products to patients throughout the network.

To start off, here is a narrative regarding the operation of the desired OpenERP-based system from the perspective of the major user categories:

Category One: DME (Durable Medical Supplier)

* Login and Password for multiple users (DME)

* Patient Intake (from DME):

After logging in, the DME will need the ability to input good lead information; patient name, verified eligibility, Rx, and AOB. The system should allow for mass upload or input (more than one patient at a time). Then the system should generate a patient ID number (first name + number), and send lead information to corresponding store & Di-Fit headquarters.

* Status Updates

DME needs the ability to log in and check the ‘statuses’ of each patient’s shoes based on the process defined below.

Category Two: Retail Stores

* Login and Password for multiple users; multiple stores and multiple users in each store.

* Ordering For DME Referral:

After logging in, store will need ability to verify patient through patient ID number and/or confirmation code/number. Once patient is verified, the fitter will need the ability to log the order for shoes and insoles. Shoes- select manufacturer and input the shoe order. The fitter should be able to fill out a product order form and patient intake form, if necessary. Insoles should be the same process, but will be generated through the scanning software provided by the manufacturer. Final ordering step is to submit. The system will then send product order information to manufacture for ordering, and confirmation to Di-fit and the DME.

* Ordering For a Walk-in:

If a patient is not affiliated/sent by a DME the store rep should be able to click a ‘walk in’ button which will allow them to fill out a patient intake form. ***All walk-in orders must go into automatic hold status (No products ordered from manufacturer). An AOB will be signed at assessment and all information will be sent to Di-Fit headquarters to work.

* Confirmation:

The shoes and insoles will then be shipped to the retails store, where they will be married. The retail store will need the ability to confirm in the system that shoes are ready to be picked up. The system should then notify the corresponding DME and Di-Fit.

* Fit and Delivery

After the DME is notified that the patient’s shoes are ready for pickup they will need to call their patient and tell them to pick up shoes in the store where they ordered the shoes.

Once the patient arrives in the store, the fitter will then deliver the shoes and ensure they fit properly (fitting). The fitter will need the ability to have the patient ‘sign off’ (using corresponding signature pad for process) that the shoes fit, and attach the fitting form in the system. The system will send copy of the fitting form to the DME to bill.

* Exchange/Return

Also, the fitter will need the ability to do an exchange where the shoe will be sent back and the shoe (not insole) ordering process will start over. Confirmation sent to both DME and Di-Fit.

Category Three: Di-Fit

* Confirmations

Di-fit will need the ability to confirm all stages of the process and be able to view, by DME, all orders in progress.

* Reporting

Billing- Di-Fit will need the ability to run fitting reports by DME for billing services bi-weekly.

Di-Fit will generate accounts payable reports for the shoe stores broken down by rep

Generate order aging process reports to track all orders, by DME and Store, through the process.

Exchange/Refund report.

*** SEE ATTACHMENT FOR BREAKDOWN OF USERS, DATA TABLES, WORKFLOWS AND REPORTS

Post a Project Like This

Looking to make some money?

  • Set your budget and the time frame
  • Outline your proposal
  • Get paid for your work

Bids on this Project

  • Srikantp Profile Picture

    Srikantp

    Cochin,  India

    BroadTech is an India based global IT solution provider The company focusing mainly: 1. ODOO/OpenERP IMPLEMENTATION & SUPPORT BroadTech IT Solutions team has 8+ years(Starting with TinyERP V4) of experience delivering odoo/OpenERP solutions/services to partners and customers located across the globe. Services provided by the company in ODOO/OpenERP are:Implementation-Development-Support-Maintenance-Training-Customizations 2. CLOUD SERVICES (AWS, Microsoft Azure, Google Cloud Etc) a. Architect, build & deploy secure, scalable & redundant applications in the cloud with disaster recovery plan b. Migrate legacy applications running on bare metal to cloud for security, scalability & redundancy with monitoring support 3. INFORMATION SECURITY SERVICES a. Penetration Testing b. Vulnerability fixing & making Operating System and Installed Software up to date c. Scanning the computer for rootkits or other malicious software and removing them 4. SYSTEM ADMINISTRATION Linux, Mac OS X, MS Etc

    Python, System Admin, Linux, and Web Security

  • ashesh17jain Profile Picture

    ashesh17jain

    Indore,  India

    Website development | Website design | E commerce | Customized CMS | Mobile Apps Webdunia is a CMMI LEVEL 3 certified company and is official partner for Microsoft, Google, Yahoo and many more. We have 11+ years of experience in IT services and development. Get QUALITY work done of International Standards. We are a company with a team of 350+ experts in: * Microsoft .NET * LAMP * PHP, MY SQL * Drupal, Cake PHP * Magento, Zend, Joomla * WordPress * JAVA * AJAX * Silver light * Visual C++ * Adobe Flex * Wireless & Mobility Technologies Service Description We have expertise in web and mobile app development and have expertise in providing various IT services for more that 11+ years. We provide: * Custom software development * Web development * Mobile app development (iOS, Android, Blackberry, Windows Mobile) * SEO * Internet Marketing * Server maintenance * Graphic and logo design We have a highly qualified team of domain experts, which includes graphic designers, flash animators, PHP, JAVA and .Net programmers. All our programmers are having 5+ years of work experience in their specialized field. At Webdunia, we comply with international business model norms and apply the industry standards in conceptualizing software products on time and in the given budget, committed to meet the client's demands. We concentrate on our moral aim of satisfying our customer by using right business methodology. Our business Model is based on the process: 1. Project Definition: Identify the Project. 2. Users Requirement: Understand Clients requirement. 3. System Requirement: Compare system requirement with client's requirement. 4. System Analysis and Design: Analyze system and prepare design accordingly. 5. System Building: Build system on analysis. 6. Implementation and Training: Process Implementation and provide related training. 7. Maintenance and Support: Provide full pre and post service maintenance and support. Availability: We are available 24 x 7 according to your time zone and convenience. Team: Creative Brains Heads with ideas and a command to convert thoughts into communication designs Eye for an Art Resources with years of design and illustration experience. Canvas includes illustrations, layouts, logos, Brand Visual identities, brochures and websites. Content writers Resources with wide exposure to creative content writing as well as tech writing Architects: Team includes product architects with rich hands on experience. These heads works to enrich the products targeted across different streams and platforms like Desktop Applications, Web Applications, Rich Internet Applications, Flash, FLEX, WPF and Multimedia Developers: Versatile resources with rich experience in development across Web and Desktops covering .Net, WPF, Java, Flash, FLEX, PHP, XHTML, JS, CSS

    PHP, ASP, Javascript, and Adobe Flash

  • sushilck Profile Picture

    sushilck

    Mumbai,  India

    I have 6+ Years Experience on PHP, Drupal, Drupal 6, Drupal 7, Drupal Modules, Drupal Custom modules, Responsive theme Development, CSS, HTML5 Development. Hardcore experience in Drupal Migrations, Drupal 5 to 7, Drupal 6 to 7, Responsive Theme development, Drupal custom module development, API's, Payment Gateway Integrations, Upgradations etc etc

    PHP, Android, Wordpress, and Drupal

  • synconics Profile Picture

    synconics

    Ahmedabad,  India

    With over 8+ years of experience in Odoo(OpenERP) and having worked for 900+ hours on oDesk, I offer Odoo(OpenERP) Development, Customization, Integration, Migration, Implementation as well as Maintenance and Support. I also conduct Odoo ERP Functional as well as Technical Training. I can deliver cost-effective, high quality and user-friendly open source solutions catering to your business needs.

    Javascript, Python, Linux, and AJAX

  • Infosite Profile Picture

    Infosite

    Bangalore,  India

    C Programming, Java, Python, and Linux

  • azharkadri Profile Picture

    azharkadri

    Mumbai,  India

    Bista Solutions is a dynamic software company providing world-class business solutions to a wide range of enterprises. Bista Solutions has presence in US & Canada with development center in India. We provide world-class consulting services at competitive prices. We have a number of years of expertise in analyzing the requirements of businesses and developing applications to meet their business needs. We have expertise in developing Enterprise grade business applications and provide a consolidated service throughout the various phases of development of an enterprise solution including: * Business Process Analysis. * Requirements Gathering. * Choosing appropriate Architecture & Design. * Development. * Implementation & Roll-out. * User Training We have a very strong expertise in open-source business applications. We evaluate the leading open-source applications whether it be ERP, CRM, BPM, etc and implement it for our clients. We use the latest software development methodology of "Agile Software Development", which includes iterative development, close customer collaboration & providing frequent releases to the Client. Using these latest development methodologies we ensure that the implementation meets the needs of the customer.

    PHP, Python, Internet Marketing, and Sales

  • Geordanis Profile Picture

    Geordanis

    Matanzas,  Cuba

    PHP, Python, Website Design, and SEO