One platform.
Three partners.
Zero friction.

Replace WhatsApp, email and spreadsheets: each case moves between clinic, TPA manager and insurer in one flow — with full audit trail and zero manual follow-ups.

3
Connected profiles
100%
Traceability
3
Case types
Caso #SP-2048 · APSEn vivo
Clínica
Crea el caso
Gestor TPA
Audita y aprueba
Aseguradora
Liquida
Estado:Caso creado
The case lifecycle

Five states,
a single truth

The case moves through clear states. Every step is recorded and visible to all.

Apertura

La clínica crea el caso

Soportes

Carga de documentos clínicos

Auditoría

El gestor TPA revisa

Prefactura

Revisión y aprobación

Liquidación

La aseguradora cierra

Modules

Everything a case needs, in one place

Case management

Create, audit and settle PHC, Emergency, Elective and Urgency cases in one flow. Every state recorded, never lost.

In-case messaging

Communicate directly within the case across clinic, manager and insurer. No emails or WhatsApp — everything in one thread.

Fee schedules

Manage pricing by clinic with change history. Bulk copy fee schedules. Complete cost transparency.

Audit & review cycle

Review documents, request corrections and approve pre-invoices without losing context. Cases return to clinic with full history.

Reports & export

Export to Excel and PDF. KPI dashboards with trends. Real-time financial and operational monitors.

Commitment letters

TPA managers and insurers generate signed and sealed letters from within the case — no email, no spreadsheet. Integrated with pre-invoicing and financial management.

Who it's for

A space for every actor in the process

Clinics

Treat & register

Open cases, upload documents and track status with no calls or emails. Direct chat with manager.

  • Create PHC, Emergency, Elective and Urgency cases without external forms
  • Upload classified clinical documents with integrated correction cycle
  • In-case chat with TPA manager and observation history
  • Full status tracking: Pending → Scheduled → Attended → Pre-invoiced
TPA managers

Audit & coordinate

Create cases, audit documents, generate commitment letters and manage fee schedules. Complete control.

  • Create cases for all 4 types from any insurer
  • Audit pre-invoices and docs with approve/flag/request actions
  • Manage clinic fee schedules with change history and bulk copy
  • Generate signed commitment letters integrated into case workflow
  • Modules: Urgency, Surgical RFQ and Emergency Kanban board
  • Late billing monitor and "Por Resolver" module for stuck cases
Insurers

Approve & settle

Full case visibility, control workflows, settle with complete backing. Operational dashboards.

  • Full visibility across all clinics and TPAs with complete history
  • Kanban board for active emergencies with priority drag-and-drop
  • Real-time operational and financial monitors with KPIs and trends
  • Coverage management, consumption limits, provider network and fund management
Security & traceability

If it happened in the case, it was recorded

Every action carries a user, date and exact time. Nothing is lost, nothing is disputed. 100% audit-ready.

Module-based access

Each role accesses only assigned modules. Granular permissions on every action.

Grouped history

Case history organized by status with time-in-status. Complete trace with no gaps.

Single source of truth

Pre-invoices, letters, documents live in the case. No duplicate spreadsheets, no conflicting versions.

Audit log · Case #SP-2048 — PHC Traceable
Case created by Dr. García (Clínica San Rafael) — Status: Pending
09:24
3 documents uploaded — Lab, X-ray, Medical record
09:31
Audit started by Mgr. María López (CGM) — Status: TPA audit
10:02
Flag: Request legible copy of lab result
10:45
Document updated by Clínica San Rafael — Lab resubmitted
11:12
Pre-invoice approved — Status: Pre-invoice approved
11:47
Settled by Financial Reviewer (Seguros Unidad) — Commitment letter generated
14:10
0
Estados de caso trazables
0%
Acciones auditadas
0
Tipos de caso
0
Actores conectados
FAQ

What we're usually asked

SaluPro gestiona casos APS (Atención Primaria), Emergencias, Electivas (Cirugías), Urgencias (SLA intermedio) y Data Quirúrgica (RFQ). Todos integrados en un flujo trazable con documentos y prefacturas.

Cargas documentos clasificados, carga tus propios baremos, te comunicas con el gestor TPA en el chat del caso, solicitas citas y sigues estado en tiempo real.

Crea baremos por clínica una sola vez. Cópialos entre clínicas en lote con historial de cambios. Genera cartas de compromiso firmadas directamente desde el caso — todo centralizado sin Excel.

Revisa documentos dentro del ciclo de revisión: puedes aprobar, observar (solicitar corrección) o rechazar. El caso vuelve a la clínica con contexto íntegro. Prefacturas generadas sin salir del sistema.

Monitorea todas las clínicas y TPAs desde tableros centralizados. Kanban de emergencias para priorizar. KPI, tendencias financieras. Visibilidad 100% de documentos, auditoría, cartas y prefacturas.

Monitor de Prefactura Tardía alerta cuando un caso excede 20 días en pre-invoice. Módulo "Por Resolver" muestra casos inconsistentes para acción inmediata. Nada se queda atrás.

Cada acción (crear, editar, aprobar, rechazar) registrada con usuario, rol, fecha y hora exacta. Historial agrupado por estado con tiempo en cada fase. 100% audit-ready.

Exporta casos a Excel y PDF con filtros personalizables. Todos los datos (documentos, auditoría, cartas, prefacturas) incluidos. Lotes grandes procesados en segundo plano.

Aseguradoras configuran red de proveedores con límites de flujo y fondos. TPAs ven esta información al crear casos y auditar. Todo centralizado sin duplicación.

Make case management your competitive advantage

No emails, no duplicate data, no conflicting versions. A single source of truth for clinics, managers and insurers. Start today.