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Case Study · Mexican Healthtech

TerapiaFlow

PT Compliance & CFDI Billing for Morelia Clinics

Most physical therapy software in Mexico either ignores NOM-004-SSA3 or treats it as a checkbox. TerapiaFlow generates SOAP notes that actually pass a regulatory audit, bills patients and insurers via native CFDI 4.0, and routes authorizations through IMSS, GNP, AXA, and MetLife — letting small clinics in Morelia run on the same compliance posture as hospital networks.

NOM-004

Compliance

CFDI 4.0

Billing

4+

Insurers

ES / EN

Languages

Core Features

AI SOAP Notes (NOM-004 Compliant)

Generates clinical SOAP notes that pass NOM-004-SSA3 audits — Subjective, Objective, Assessment, Plan with proper terminology, signature blocks, and timestamping.

CFDI 4.0 Billing

Native CFDI 4.0 XML invoicing for PT sessions: RFC validation, SAT product codes, payment methods, and complemento de pago — no third-party PAC handoffs needed.

Insurer Routing

Built-in workflows for IMSS, GNP, AXA, and MetLife — pre-authorizations, claim submission, status tracking, and reimbursement reconciliation.

Treatment Episode Management

Tracks each patient through evaluation, treatment phases, re-evaluation, and discharge with automatic adherence and pain-score progression.

Home Exercise Prescriptions

AI-generated home exercise plans with patient-friendly cues in Spanish or English, delivered as PDFs or WhatsApp messages.

Compliance Audits

One-command audits against NOM-004-SSA3, COFEPRIS, and LFPDPPP. Surfaces missing notes, expired authorizations, and data-protection gaps before the regulator does.

Tech Stack

PythonClaude HaikuFastAPIReactTypeScriptPostgreSQL

Compliance-first SaaS for Mexico?

We build NOM-, CFDI-, and COFEPRIS-aware platforms for regulated Mexican verticals. Talk to us.