Connect Colsanitas and Dynamics 365. Every patient and case in your CRM, with Arbol.
How it works
A Colsanitas member writes to or calls your organization.
Arbol answers and tells them their Colsanitas plan's coverage and copay using what your clinic has loaded.
They land in Dynamics 365 as a contact, with the conversation and the status of their case.
Your team follows every case from Dynamics 365, with no manual copying.
What each one is
Prepaid medicine company
Colsanitas
Compañía de Medicina Prepagada Colsanitas S.A. is a Colombian prepaid medicine company (a voluntary private health plan) in the Keralty group, operating since 1980. Its plans include Plan Integral, Plan Esencial, Plan Dental and Plan Salud Activa. It has a contracted network in six regions: Bogotá, Barranquilla, Medellín, Cali, Bucaramanga and Centro Oriente.
An affiliated IPS (healthcare provider institution) or professional sees Colsanitas members and files its invoices with the company through the provider portal.
486,213 members as of August 31, 2025. Source: oficinavirtual.colsanitas.com (opens in a new tab)
Colsanitas and Medisanitas share a provider portal with a virtual office and digital invoice filing.
Colsanitas integrationCRM
Dynamics 365
Dynamics 365 is a CRM tool.
A clinic uses it to track its patients, their cases and every follow-up.
Dynamics 365 integration
Questions
Do we need to build on the Dynamics 365 API?
No. Arbol connects with Dynamics 365: your team turns it on from Arbol with your organization's account and approves what goes in.
Do Colsanitas or Dynamics 365 endorse Arbol?
No. Colsanitas and Dynamics 365 are trademarks of their owners and do not sponsor or endorse Arbol. Arbol works on your organization's side, with the accounts and processes you already have with each.
What happens to patient data?
They are health data, sensitive under Colombia's Law 1581 of 2012: processed for a stated purpose, with the patient's authorization and with encryption and isolation per organization. Every conversation is recorded and exportable.
Trademarks and logos belong to their owners. Colsanitas and Dynamics 365 do not sponsor or endorse Arbol. All integrations · Arbol's API
Let's look at Colsanitas and Dynamics 365 in your operation.
A 30-minute demo with your team: how you work today, what we connect first and how long it takes. You leave with a written proposal.