Location/Region: Clearwater, FL
Industry: Healthcare services
Apps implemented: Website, Invoicing, Sales, Appointment, Subscription, Helpdesk, email marketing, SMS Marketing, Marketing Automation, Employees.
Software
Replaced: Salesforce
Number of users: 50
Implementation Partner: Bista Solutions Inc.
Hosting type: Odoo Online
When efficiency drives better care, technology becomes a vital partner. That’s the story of MenMD, a U.S.-based healthcare provider that’s changing how men access treatment and wellness support. By moving from Salesforce to Odoo, MenMD consolidated its operations into one flexible, compliant, and cost-efficient platform, improving care coordination, streamlining data management, and cutting software costs.
Founded with the mission to make men’s health easier and more accessible, MenMD offers a full-access digital platform designed to support wellness journeys from start to finish. Patients can access prescription and non-prescription products, educational resources, treatment guides, and live support, all within a single interface.
*MenMD is a brand operated by Evitalin LLC. While the client in this video refers to Evitalin, the software implementation described was completed for menMD, a division of Evitalin LLC.
Through its integrated approach, MenMD bridges the gap between patients and healthcare providers, offering both treatment and education in one place. This model empowers patients to take control of their health, while giving physicians better tools to support care outcomes and ensure compliance.
"Now that Odoo is live, we are seeing faster support, better communications, and more transparency for our customers using our new portal. We’ve also significantly reduced our software costs, spending about a quarter of the amount that we did on previous ERP systems.”
Before Odoo: Fragmented Systems and Rising Costs
As MenMD expanded, its operational systems became increasingly fragmented. Key workflows were distributed across multiple software tools that failed to communicate efficiently, creating inconsistencies in reporting and slowing down decision-making.
The company’s biggest challenge stemmed from Salesforce, which charged per portal user, an unsustainable model as MenMD’s user base grew. Software costs escalated rapidly without a proportional improvement in performance or efficiency.
Additionally, managing sensitive healthcare data posed unique challenges. MenMD needed a centralized, secure ERP that could handle HIPAA-compliant prescription management, patient data migration, and automated billing, all while maintaining flexibility for ongoing growth.
Why Odoo Became the Right Prescription
MenMD discovered Odoo through a referral from Odoo USA, which connected them with Bista Solutions, a trusted Gold Partner and multiple-time Odoo Best Partner awardee in North America. After evaluating several alternatives, MenMD chose Bista for their deep expertise in healthcare implementations and proven ERP experience.
The goal was clear: to replicate and enhance Salesforce functionalities in a more scalable, integrated environment, before the Salesforce renewal deadline in February 2025.
The implementation covered every operational layer of MenMD’s business, designed to fit its healthcare-specific workflows. The result was a fully customized, HIPAA-compliant Odoo ERP system.
"This project posed complex challenges: from replacing Salesforce under tight deadlines to handling 12 years of healthcare data, yet with strong client collaboration and an efficient UAT process, the team delivered a seamless, high-quality solution for both users and operations."
The implementation included web portals for doctors and patients, a custom-built Rx Prescription Management module, and appointment scheduling to streamline patient interactions. MenMD also leveraged the Shop module for product purchases, as well as Sales and Subscription apps with autofill workflows for repeat orders. Invoicing and payment processes, including workflows for doctor-paid prescriptions, were optimized, alongside SI Compounder integration for compounding prescriptions.
The also system incorporated Helpdesk and Complaint Management, refined user access and permissions to safeguard sensitive data, email marketing, SMS, and automated triggers, task and activity management for internal teams, and custom reports to provide leadership with full visibility over operations.
The 10-month remote implementation, from business analysis to development, UAT, and go-live, was managed entirely online. Despite challenges, including data migration from Salesforce and prescription workflows for controlled substances, MenMD and Bista Solutions achieved a seamless transition.
"Bista’s availability and support during go-live were exceptional, enabling us to have one of our biggest weeks ever right after launch, typically a very sensitive time in such migrations."
With 98% of critical UAT tickets resolved before launch, the go-live phase was completed on time. The outcome? An all-in-one system that now connects every department, every workflow, and every patient interaction.
Efficiency, Visibility, and Control
Only two months after go-live, the benefits of Odoo were already measurable:
- Unified patient and doctor portals improving coordination and communication
- Automated prescription refills reducing administrative time
- Streamlined invoicing and subscription management supporting faster transactions
- Centralized reporting dashboards for data-driven decisions
- Significant cost savings by eliminating Salesforce user fees
- Scalability and compliance embedded into every module
"One of the biggest benefits, particularly for my team, was that moving to Odoo reduced our clicks per order, making us significantly more efficient and streamlined. We’re a better team because of it."
Beyond the operational improvements, MenMD gained something even more valuable: agility. With Odoo’s modular design, the company can now evolve its platform as quickly as its patients’ needs do.
Looking Ahead: Building on a Strong Foundation
MenMD’s digital transformation journey doesn’t end here. With Odoo in place, the company now has a solid foundation for continued innovation in digital healthcare. Their next steps include exploring advanced automation, expanding patient engagement tools, and integrating additional analytics for performance tracking.
By centralizing all operations on Odoo, MenMD can focus more on patient experience and less on backend management, continuing its mission to make healthcare simpler, faster, and more accessible.
MenMD’s story demonstrates how the right technology can transform complex healthcare operations into streamlined, scalable systems. For healthcare providers, pharmacies, and telemedicine platforms seeking to optimize their workflows, Odoo offers the flexibility, compliance, and efficiency needed to stay ahead. And with partners like Bista Solutions, businesses can embrace a unified platform that grows with them, just as MenMD did.