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Custom Odoo ERP for Ontario ADP medical equipment vendors

Run ADP claims, equipment sales, service, and billing from one system.

Built for ADP-approved medical equipment sales and servicing businesses that sell wheelchairs, seating, mobility aids, rentals, repairs, and home accessibility equipment. Nexa customizes Odoo with real ADP workflow logic, so your team stops managing claims through spreadsheets, inboxes, paper folders, and one senior employee's memory.

ADP, ODSP, ACSD, WSIB, insurance, rentals, and direct-pay workflows in one client record.
Authorizer portal, assessment documents, signatures, quotes, purchase orders, service tasks, and invoices connected.
Built on proven Fusion Claims, Authorizer Portal, Fusion Tasks, Inventory, Rental, and phone modules.
Book ADP ERP Assessment See the System
erp.company.ca/adp/cases/ready-to-bill
Client case

Power wheelchair approved. Delivery booked. ADP billing package ready.

No missing documents
Funding ADP 75% / Client 25% Client type, device category, and payer split calculated before invoicing.
Authorizer OT signature and assessment attached Portal submissions land directly on the case, not in someone's inbox.
Service Technician route assigned Delivery, setup, repair, and follow-up tasks stay linked to the device.
Cash flow Billing export ready ADP package, client invoice, and audit trail move together.
Intake Assess Approve Deliver Bill
Claims ADP status, payer, documents, approval, billing, and renewal history.
Sales Quotes, products, margins, purchase orders, approvals, and customer follow-ups.
Service Delivery, repairs, technician tasks, rentals, loaners, and device history.
Accounting Split invoices, billing exports, vendor bills, deposits, and cash flow visibility.

The real problem is not paperwork. It is operational drag.

Every ADP case touches sales, authorizers, admin, purchasing, delivery, service, billing, and accounting. When those teams use different tools, the business does not have a workflow. It has hand-offs.

That is where revenue gets delayed, renewals get missed, and owners lose visibility.

Ontario's ADP model depends on vendors, authorizers, approved pricing or maximum contribution rules, and direct vendor billing. Your ERP needs to reflect that operating model, not force it into a generic sales pipeline.
1

Claims wait because information is scattered

Quotes, signatures, device details, approvals, delivery proof, and invoices sit in different places. Nobody knows if the case is actually ready.

2

Staff become the system

The person who knows the exceptions becomes the bottleneck. Training new staff is slow because the process lives in habit, not software.

3

Service work breaks away from the sale

Deliveries, repairs, rentals, and loaners are tracked separately, so no one sees the true device history or follow-up opportunity.

4

Cash flow suffers quietly

Billing delays are rarely one big failure. They are small missing details, wrong splits, and unfinished hand-offs repeated every week.

The solution: a medical equipment ERP that already understands the workflow.

We use Odoo as the business platform, then layer in Nexa's Fusion modules for the ADP-specific work that generic ERPs miss.

One operating record for every client, device, claim, and service event.

The system connects the work from first referral to quote, assessment, approval, purchase, delivery, billing, repair, renewal, and audit.

Claims and billing rules are built into the sales workflow.
External authorizers and sales reps use a portal instead of email attachments.
Delivery, repair, rental, and loaner work stays tied to the device and client.
Owners see bottlenecks, aging claims, renewals, margins, and billing readiness.
Map My Workflow
Claims office Fusion Claims
ADP, ODSP, ACSD, WSIB, MoD, insurance, and direct-pay workflows
Device codes, approval checks, split invoicing, and billing exports
Renewal reminders and audit-ready case records
External users Authorizer Portal
OT and authorizer access without full ERP screens
Assessments, document uploads, and signature capture
Status visibility for the people moving the case forward
Field service Fusion Tasks
Delivery, repair, setup, and installation scheduling
Technician assignments and route planning
Proof, notes, and follow-ups attached to the device
Operations Odoo ERP
Inventory, purchasing, accounting, CRM, and reporting
Rental, loaner, phone, and communication modules
Customized dashboards for owners and managers
10+
Funding and Payment Workflows
500+
ADP Device Codes Available
1
Client Record Across Claims, Sales, and Service
Odoo
Open ERP Foundation Customized for Your Business

What gets configured

This is not a landing page for one plugin. It is a full ERP implementation package for a very specific type of business.

Fusion Claims

Claims and funding

ADP, ODSP, ACSD, WSIB, March of Dimes, Muscular Dystrophy Canada, IFHP, insurance, direct-pay, and custom funding workflows.

Authorizer Portal

Authorizer and sales portal

Secure portal access for OTs, authorizers, and reps to capture assessments, documents, signatures, and case updates.

Inventory

Inventory and purchasing

Products, vendors, serialized equipment, special orders, purchase orders, backorders, margins, and stock movement.

Fusion Tasks

Delivery and field service

Technician scheduling, repairs, installations, delivery proof, route planning, service notes, and follow-up tasks.

Fusion Rental

Rentals and loaners

Rental agreements, loaner devices, return reminders, deposits, condition history, and equipment availability.

Fusion Connect

Communication history

Click-to-call, call logging, notes, email updates, and case communication so client context is not lost between departments.

The workflow we build around

A serious ERP should show every active case, what is blocking it, who owns the next step, and what needs to happen to get paid.

1

Referral and intake

Capture client, diagnosis, device need, payer, referral source, and sales owner once.

2

Assessment and quote

Collect products, measurements, authorizer details, documents, and signatures in a guided flow.

3

Application and approval

Track required documents, submission status, approval details, and exceptions before ordering.

4

Order and inventory

Generate purchase orders, track vendor timelines, receive products, and protect margins.

5

Delivery and service

Assign technicians, schedule delivery, capture proof, and create future service tasks.

6

Billing and renewal

Create split invoices, prepare exports, close the audit file, and queue renewal follow-ups.

This is a strong fit if you:

  • Sell and service mobility equipment, seating, wheelchairs, rentals, repairs, or home accessibility products.
  • Work with ADP plus at least one other payer such as ODSP, ACSD, WSIB, insurance, or direct-pay clients.
  • Have billing delays because approvals, documents, delivery proof, and invoices are not connected.
  • Need your business to scale without one person carrying the whole process in their head.

This is not the right fit if you:

  • Only need a basic website, brochure, or simple accounting setup.
  • Do not want to standardize your workflow or change how staff move cases through the business.
  • Want a generic Odoo install with no ADP-specific customization.
  • Are looking for a one-size-fits-all app instead of a configured operating system.
Program references: Ontario's Assistive Devices Program explains ADP funding models, registered vendor billing, and eligibility. Official details remain with the Government of Ontario: Assistive Devices Program and authorizer/vendor registration.

Common buying questions

Clear answers before you book a call.

Can this replace QuickBooks and spreadsheets?

For day-to-day operations, yes. The goal is to move claims, sales, service, inventory, billing, and reporting into Odoo. Accounting can be handled in Odoo or integrated depending on your current setup.

Do authorizers need full Odoo licences?

No. The portal can give external authorizers, OTs, and sales reps access to the specific forms and cases they need without exposing internal ERP screens.

Can it handle service departments and technicians?

Yes. Fusion Tasks connects repair, delivery, installation, routing, and follow-up tasks to the client record, device history, and claim context.

How does implementation start?

We map your current workflow, identify billing and document bottlenecks, choose the Fusion modules needed, then configure Odoo around your real departments, products, payers, and reporting needs.

Stop managing ADP cases around your software. Make the software match the business.

Book an ADP ERP assessment. We will review your current claim, sales, service, inventory, and billing flow, then show where Odoo plus Fusion modules can remove hand-offs and give owners real control.

Book ADP ERP Assessment View Fusion Claims