Overview

A company, a well-established healthcare provider operating multiple clinics, relies on Odoo as their core healthcare ERP to manage patient records, appointments, prescriptions, and billing. With the need to ensure healthcare data compliance and protect sensitive patient records, they were searching for a secure Odoo access management solution that would safeguard data privacy, prevent unauthorized data exposure, and streamline Odoo user permissions management.

Healthcare

Industry

Odoo ERP

Technology

100%

Success Rate

Braincuber

Partner

Challenges

✗
The company faced several challenges in securing Odoo healthcare data using Odoo’s default security module:
✗ Fragmented Odoo Access Control Odoo’s native access management features lacked the depth and flexibility required for detailed role-based Odoo security. The company couldn’t create granular role-based access control that aligned with their complex organizational hierarchy of doctors, nurses, admin staff, and external contractors.
✗ Risk of Data Exposure Sensitive Odoo patient data, including medical histories and billing records, was at risk of exposure to unauthorized users. The lack of advanced Odoo permission management meant critical patient records could be viewed by staff who didn’t require access.
✗ Manual and Time-Consuming User Role Management Onboarding new employees or updating Odoo user roles after internal transfers involved repetitive manual work, causing delays and increasing the admin workload.
✗ No Centralized Audit Trail Without proper audit logs in Odoo, tracking who accessed patient data and when was nearly impossible, making it difficult to meet healthcare data compliance requirements during internal or external audits.
✗ Cluttered User Interface Users had access to irrelevant menus, fields, and modules, leading to a cluttered Odoo interface and slowing down operations while increasing the risk of data handling errors.

Our Solution

We implemented Access Manager Ninja, a robust and scalable Odoo security module designed to provide advanced Odoo access management and secure Odoo healthcare data effectively.

✓ Role-Based Access Control (RBAC) The client used Access Manager Ninja to build custom Odoo user permissions aligned with specific job functions. Doctors, nurses, admin teams, and contractors were granted access strictly based on their roles, following healthcare ERP security best practices.
✓ Granular Frontend Visibility Controls Access Manager Ninja enabled the client to control frontend visibility of fields, menus, buttons, and modules within Odoo. This role-based access control ensured a clean, focused user interface that improved operational efficiency and data privacy.
✓ Predefined Access Templates for Odoo To reduce manual workload, we helped the client set up predefined access templates. These templates allowed for quick and accurate Odoo user role onboarding and changes, significantly reducing admin effort.
✓ Built-In Odoo Audit Logs for Compliance Access Manager Ninja provided centralized audit trails, allowing the client to track Odoo user activity and changes in permissions, supporting compliance with healthcare data protection standards.
✓ Real-Time Permission Management The client could instantly adjust Odoo user permissions without technical assistance, offering real-time control over sensitive patient data and ensuring secure Odoo access management during emergencies or restructuring.
✓ Comprehensive Security Audit and Policy Design We conducted a full security audit of the existing Odoo ERP setup and designed a layered Odoo security model. Custom access policies were implemented for departments, ensuring the highest standard of healthcare ERP data security.

Results & Impact

30%

• Reduction in Admin Workload The use of predefined templates and automated Odoo user role management streamlined onboarding and reduced repetitive manual tasks.

✓

Enhanced Data Privacy & Healthcare ERP Security Granular Odoo access control prevented unauthorized access to patient records and sensitive data, significantly reducing the risk of data leaks.

✓

Simplified Compliance with Healthcare Data Standards The client could easily meet compliance audits thanks to robust Odoo audit logs and permission tracking provided by Access Manager Ninja.

✓

Faster Onboarding and Role Changes New staff could be assigned exact Odoo access rights within minutes, speeding up onboarding and minimizing downtime.

✓

Decluttered, Role-Specific Odoo Interface By hiding unnecessary modules, fields, and menus, the client improved user focus and operational speed within their healthcare ERP system.

Conclusion

With Access Manager Ninja, The company successfully secured sensitive patient data, reduced admin workload by 30%, and ensured compliance with healthcare data privacy regulations. The scalable, intuitive Odoo permission manager enabled them to manage Odoo user permissions without technical bottlenecks. Access Manager Ninja proved to be the ideal solution for healthcare ERP security, offering real-time, role-based access control and robust audit capabilities.

Ready to Transform Your Healthcare Business?

Let Braincuber help you achieve similar results with our proven Odoo ERP implementation expertise.

More Case Studies

ERP for D2C

AI Ecommerce

Cloud & DevOps

D2C Operations Platform

Food & Beverage

Beauty & Personal Care

Fashion & Apparel

Home Décor & Furniture