Consistent skin assessments, from first visit to treatment plan in Odoo
Regular skin checkups are common across the region, and this company runs them at several locations (50+). Each practitioner assessed and documented clients in their own way. That made it hard to compare results between visits, to see which treatments worked, and to turn an assessment into a clear plan for the client.
- Client: A personal care services company (50+ locations)
- Based in: Asia-Pacific region
- Sector: Personal care
- Forms & integration: Skin assessments
- Delivered: 2026
Logo and details changed for privacy
THE APPROACH
They built one standard skin assessment with Nova Forms, running inside Odoo
From assessment to treatment and billing.
One form connects every step, so the answers captured during the assessment drive what happens next, with no re-entry.
- Guided assessment: practitioners work through the same structured questions on a tablet, with conditional follow-ups depending on what they observe.
- Lifestyle and exposure profiling: outdoor sun exposure, routine and sun protection are captured and combined into a calculated exposure score.
- Concern identification: findings are recorded in a consistent format, so each client's concerns are clear and comparable over time.
- Baseline vs. follow-up comparison: every new checkup shows next to the previous ones, so practitioner and client see progress together.
WHERE NOVA FORMS SITS
- Nova Forms + Odoo Sales: the answers and identified concerns map directly to a draft quotation with a recommended treatment plan, which the client confirms on the spot.
- Nova Forms + Odoo CRM: every submission updates the client's record, and a recall is scheduled automatically based on the treatment plan, so follow-up checkups happen on time.
- Nova Forms + Odoo Planning: upcoming recalls and confirmed treatments show up as expected demand, so practitioner schedules and capacity are planned in advance.
THE RESULT
- Standardised process: one assessment protocol across several locations, so quality no longer depends on the individual practitioner
- Faster onboarding: new practitioners follow the guided flow and get up to speed more quickly
- Shorter lead time: from assessment to treatment plan in the same visit
- Less admin: no manual re-entry between assessment, quotation and invoice, and fewer data errors
- Management visibility: per-location dashboards show assessments, conversion to treatment and recall rates, without manual reporting
- Better planning: recalls and treatment demand are visible in advance, which helps scheduling and capacity
THE EXPERIENCE
Growing with the upgrade
" We started with Nova Forms on Odoo 14. When we upgraded our system, we made it a central part of the new setup. "
BUILD SHEET
What it runs on
Odoo Community
Contacts: customer contact
Nova Forms (app, modules)
formio: form builder & forms app
formio_partner: forms & contact integration
formio_components_api: fields pre-fill, domain and change APIs (included in formio from Odoo >= 20)