--- title: "Connect Seguros Atlas and Zoho Books | Arbol AI" description: "Arbol serves Seguros Atlas members and records every appointment's payments and charges in Zoho Books. By phone and WhatsApp, at any hour." url: https://www.getarbol.com/en/integrations/seguros-atlas/zoho-books/ lang: en alternates: es: https://www.getarbol.com/integraciones/seguros-atlas/zoho-books/ --- # Connect Seguros Atlas and Zoho Books. Payments and charges in your accounting, with Arbol. [Book a demo](https://cal.com/tomas-giraldo-pdfbl9/30-min-arbol-ai-demo) [Message us on WhatsApp](https://wa.me/573185230045?text=Hello%2C%20my%20organization%20serves%20Seguros%20Atlas%20members%20and%20uses%20Zoho%20Books%3B%20I%20would%20like%20to%20see%20how%20they%20connect%20to%20Arbol.) ## How it works 1. A Seguros Atlas member writes to or calls your organization. 2. Arbol answers and tells them their Seguros Atlas plan's coverage and copay using what your clinic has loaded. 3. The appointment's payment or charge is recorded in Zoho Books. 4. Your team reconciles from Zoho Books, with every payment next to its appointment. ## What each one is - Insurer (major medical expense insurance) ### Seguros Atlas Seguros Atlas, S.A. is a Mexican insurer. In major medical expense insurance (gastos médicos mayores) it offers Med Óptimo, Med Plus, Med Plus Elite and Plan Mundial for individuals, Med Óptimo and Med Plus for employers, and standardized basic policies (Básicos Estandarizados). Policyholders can use direct payment at in-network hospitals or request reimbursement. An in-network hospital admits Seguros Atlas policyholders under direct payment for stays of 24 hours or more and for scheduled procedures the insurer approves in advance. It began operations in November 1941. [Source: segurosatlas.com.mx (opens in a new tab)](https://www.segurosatlas.com.mx/quienes-somos.html) It runs a supplier portal that requires user registration, plus a policyholder portal. [Seguros Atlas integration](https://www.getarbol.com/en/integrations/seguros-atlas/) - Finance and accounting ### Zoho Books Zoho Books is a finance and accounting tool. A clinic uses it for payments, charges, invoices and reconciliation. [Zoho Books integration](https://www.getarbol.com/en/integrations/zoho-books/) ## Other combinations - [Seguros Atlas QuickBooks](https://www.getarbol.com/en/integrations/seguros-atlas/quickbooks/) - [Seguros Atlas Zoho Invoice](https://www.getarbol.com/en/integrations/seguros-atlas/zoho-invoice/) - [Seguros Atlas Xero](https://www.getarbol.com/en/integrations/seguros-atlas/xero/) - [Nueva EPS Zoho Books](https://www.getarbol.com/en/integrations/nueva-eps/zoho-books/) - [EPS Sanitas Zoho Books](https://www.getarbol.com/en/integrations/sanitas/zoho-books/) - [EPS SURA Zoho Books](https://www.getarbol.com/en/integrations/eps-sura/zoho-books/) ## Questions Do we need to build on the Zoho Books API? No. Arbol connects with Zoho Books: your team turns it on from Arbol with your organization's account and approves what goes in. Does the money go through Arbol? No. The payment happens in Zoho Books, into your organization's account. Arbol sends the link and records the conversation. What happens to patient data? They are health data, sensitive under Mexico's data protection law: 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. Seguros Atlas and Zoho Books do not sponsor or endorse Arbol. [All integrations](https://www.getarbol.com/en/integrations/) · [Arbol's API](https://www.getarbol.com/developers/) ## Let's look at Seguros Atlas and Zoho Books 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. [Book a demo](https://cal.com/tomas-giraldo-pdfbl9/30-min-arbol-ai-demo) [Message us on WhatsApp](https://wa.me/573185230045?text=Hello%2C%20my%20organization%20serves%20Seguros%20Atlas%20members%20and%20uses%20Zoho%20Books%3B%20I%20would%20like%20to%20see%20how%20they%20connect%20to%20Arbol.) --- **Arbol AI** — AI agents for clinics and healthcare providers: they answer and reach patients by phone, WhatsApp, SMS, email and web chat, book their appointments 24/7 and keep a record of every conversation. - Original page: - Book a demo: · Pricing: - Agent index: · Support: