The Staff Portal - Booking to Collection
How to run a patient the whole way through the Staff Portal: booking the appointment, seeing the patient, recording the examination, dispensing, invoicing, sending the job to the workshop, and ordering from the supplier.
Work through each section, then answer its questions. The full manual is attached at the top of the course if you would rather read it in one go.
| Responsible | OdooBot |
|---|---|
| Last Update | 14/09/2026 |
| Completion Time | 3 hours 23 minutes |
| Members | 1 |
Odoo 19
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Before you start1Lessons · 6 min
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Your home page1Lessons · 6 min
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Step 1 - Book the appointment1Lessons · 6 min
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Step 2 - The patient arrives1Lessons · 6 min
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Step 3 - The examination1Lessons · 6 min
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Step 4 - Fees and dispensing1Lessons · 6 min
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Step 5 - Quote and invoice1Lessons · 6 min
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Step 6 - Send the job to the workshop1Lessons · 6 min
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Step 7 - Track the job1Lessons · 6 min
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Step 8 - Order, receive and bill1Lessons · 6 min
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Your till1Lessons · 6 min
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Reports and Patients1Lessons · 6 min
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If something does not work1Lessons · 6 min
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