In use at two Ontario ADP vendors.
Westin Healthcare and its sister company, Mobility Specialties, run their day-to-day work on this ERP. Each business has its own system, shaped to how it operates.
Westin Healthcare
ADP claims, funding splits, authorizer approvals, equipment sales, rentals, deliveries, repairs, and billing run through the ERP the whole team uses every day.
Mobility Specialties · Etobicoke
Westin's sister company runs the same ERP on its own system, every day. Inventory and service tasks sync between the two businesses.
Screens from the ADP ERP.
Shown with sample data. These are the same kinds of screens the teams at Westin Healthcare and Mobility Specialties work in.
Every ADP order with its funding status, client type, claim number, and the ADP and client portions.
Device lines split between ADP and the client automatically; non-funded upgrades go to the client.
The approval countdown, client type, reason for application, and assessment dates on one tab.
The application, signed pages 11 and 12, the XML file, and the approval letter, all on the order.
Loaner chairs and rollators with return dates, overdue flags, and rental conversions.
Occupational therapists see their queue and the next ADP posting deadline without calling the office.
Every case with its devices, claim number, sales rep, and current status.
Each ADP case passes through too many hands to run on memory.
A single case touches sales, authorizers, admin, purchasing, delivery, service, billing, and accounting. When those teams use different tools, every hand-off is a chance for the case to stall.
That's where payments get delayed, renewals get missed, and owners lose sight of what's still open.
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.
Staff become the system
The person who knows the exceptions becomes the bottleneck. Training new staff is slow because the process lives in people's heads.
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.
Cash flow suffers quietly
Billing delays usually come from small things: a missing detail, a wrong split, an unfinished hand-off, repeated every week.
A medical equipment ERP built around the ADP workflow.
We build on Odoo, then add our Fusion modules for the ADP work that generic ERPs leave out.
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.
What gets configured
Every system is scoped after a first meeting. These are the pieces most ADP vendors need, fitted to how your business runs.
Claims and funding
ADP, ODSP, March of Dimes, WSIB, Muscular Dystrophy Canada, hardship funding, insurance and direct-pay workflows, with ACSD clients on the ADP workflow. See the funding programs.
Authorizer and sales portal
Secure portal access for OTs, authorizers, and reps to capture assessments, documents, signatures, and case updates.
Inventory and purchasing
Products, vendors, serialized equipment, special orders, purchase orders, backorders, margins, and stock movement.
Delivery and field service
Technician scheduling, repairs, installations, delivery proof, route planning, service notes, and follow-up tasks.
Rentals and loaners
Rental agreements, loaner devices, return reminders, deposits, condition history, and equipment availability.
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
Your ERP should show every active case, what's blocking it, who owns the next step, and what has to happen before you get paid.
Referral and intake
Capture client, diagnosis, device need, payer, referral source, and sales owner once.
Assessment and quote
Collect products, measurements, authorizer details, documents, and signatures in a guided flow.
Application and approval
Track required documents, submission status, approval details, and exceptions before ordering.
Order and inventory
Generate purchase orders, track vendor timelines, receive products, and protect margins.
Delivery and service
Assign technicians, schedule delivery, capture proof, and create future service tasks.
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.
Common buying questions
Clear answers before you book a call.
Is this used by real ADP vendors today?
Yes. Westin Healthcare and its sister company, Mobility Specialties in Etobicoke, both run this ERP every day. It's built on our Fusion Claims module, and inventory and service tasks sync between the two businesses.
Is this only for Ontario ADP vendors?
The core workflow is built for Ontario ADP vendors. It also handles ODSP, March of Dimes, WSIB, Muscular Dystrophy Canada, hardship funding, private insurance, direct-pay clients and rentals, with ACSD clients on the ADP workflow.
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 run in Odoo or stay connected to your current setup.
Do authorizers need full Odoo licences?
No. The portal gives outside authorizers, OTs, and sales reps access to the forms and cases they need without showing them your 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.
How does a project start?
With a call. We map your current workflow, find the billing and document bottlenecks, and choose the Fusion modules you need. Then we scope and quote the work and configure Odoo around your departments, products, payers, and reporting.
Make the software match how your ADP business runs.
Book a call and walk us through your claims, sales, service, inventory, and billing. We'll show where Odoo and our Fusion modules can cut the hand-offs, then scope the work for your business. Prefer the phone? Call 905-792-0000.