Credit Book Dashboard
CurePlus portfolio position, utilisation, collections and markup
Total Credit Allocated
KES 0.00
Active members
Total Utilised
KES 0.00
Approved hospital claims
Available Credit
KES 0.00
Credit restored by collections
Monthly Collections Due
KES 0.00
Current payroll cycle · Remaining deductions due
Markup Earned
KES 0.00
SLA facilitation fees
Credit Book Position
Total AllocatedKES 0.00
Available Credit
KES 0.00
KES 0.00
Outstanding Utilised
KES 0.00
KES 0.00
Collections vs Utilisation — Last 6 Months
Portfolio Snapshot
| Active members | 0 |
| Registered hospitals | 0 |
| Registered claims | 0 |
| Outstanding member balance | KES 0.00 |
| Payroll deduction due | KES 0.00 |
| Total collections to date | KES 0.00 |
Recent Claims
Scheme Performance & Revenue
Clients, utilization, collections, collection rate and revenue streams. Scheme is identified by its name and the first four member-number characters (e.g. CP79).
| Scheme | Code | Clients | Utilisation | Collections | Collection Rate | Membership Revenue | Facilitation Revenue | Total Revenue |
|---|
Financial Reconciliation & Controls
Independent checks over utilisation, collections, outstanding balances,
available credit and payroll deductions.
Checking financial controls...
| CONTROL | RESULT | STATUS |
|---|---|---|
| Loading controls... | ||
CURE PLUS • Health can't wait
© 2026 CurePlus • CurePlus Claims Management System • Version 4.2
Scheme Management
Create and manage the organisations, SACCOs, unions and employer schemes that participate in CurePlus. Each scheme receives a CP## master code used by the member-number sequence.
The Scheme master controls the scheme identity, collection method and standard membership settings. Changes to the scheme name are reflected on linked member records; credit balances and claim history are not changed.
Active Schemes0
Members Covered0
Allocated CreditKES 0.00
Outstanding UtilisationKES 0.00
Registered Schemes
Use Inactive instead of deleting a scheme that has linked members, preserving the audit trail.
| Code | Scheme | Type | Collection Method | Members | Allocated Credit | Outstanding | Collections | Status | Action |
|---|
Member Registration
Every member has an allocated medical credit limit. Members approved through register.cureplus.co.ke are created here automatically as Pending Activation. SMART onboarding begins only after the registration fee is fully settled through payment, partial waiver plus payment, or a full approved waiver.
Registered Members
SMART status is visible for every new member. Use Retry SMART only after resolving the displayed configuration or connection issue.
| Member No. | Full Name | Scheme | Category | Credit Limit | Utilised | Available | Monthly Deduction | Status | SMART | Action |
|---|
Membership Fees & Activation
KES 1,000 registration fee is payable before activation. Full or partial approved waivers reduce the amount payable. KES 1,000 annual maintenance is due on each member anniversary.
Membership Fee Ledger
Registration and anniversary maintenance fees, including waivers and balances.
| Member | Category | Fee Type | Due Date | Standard | Waiver | Paid | Balance | Status | Action |
|---|
Welcome & Activation Messages
An activation welcome message is prepared automatically when registration is completed. You can also send a welcome message manually — the greeting and member number are personalised per recipient.
Send welcome SMS to several members
Choose activated members and send once. Finance schemes and pending members remain visible; sending is enabled only after payment or waiver activation clearance. Each SMS keeps the approved wording, with that member’s first name and number.
0 selected
| Select | Member | Scheme | Joined / start date | Status | Phone |
|---|
Messaging Gateway Connections
Configure a provider now or leave disabled until the SMS, WhatsApp or Email gateway is connected. Secret credentials are stored by the server and are never displayed again.
Meta WhatsApp Cloud API setup — since this hasn't been configured yet, use: Provider =
Meta WhatsApp Cloud API; Gateway Endpoint = https://graph.facebook.com/v20.0/{Phone Number ID}/messages; Client ID = your WhatsApp Phone Number ID (from Meta Business Manager → WhatsApp → API Setup); API Key = your permanent Access Token; Template Name = the name of an approved message template whose body is a single variable (e.g. body text {{1}}) — CurePlus sends the full personalised message as that one variable, since WhatsApp requires an approved template for messages sent outside a 24-hour customer-initiated conversation. Access Key isn't used for WhatsApp.| Channel | Provider | Gateway Endpoint | Sender ID | Client ID | Template Name | API Key | Access Key | Verify Token | Enabled | Action |
|---|
Message History
| Date | Member | Channel | Recipient | Message | Status |
|---|
WhatsApp Assistant
A menu-driven WhatsApp bot for CurePlus members — explains how CurePlus works, shares the registration link, lists participating facilities, and verifies identity by SMS one-time code before revealing membership or claim status. It never guesses: every fact it sends comes from this system or the text you edit below. Uses the WhatsApp gateway configured under Welcome Messages → Messaging Gateway Connections.
Connect this to Meta
One-time setup in Meta Business Manager (WhatsApp → Configuration → Webhooks).
Webhook callback URL:
Verify token: set any secret string in the Verify Token field on the WhatsApp row of Messaging Gateway Connections (under Welcome Messages), save it, then paste the same value into Meta's webhook setup screen.
Subscribe to: the
https://portal.cureplus.co.ke/api/v1/webhooks/whatsappVerify token: set any secret string in the Verify Token field on the WhatsApp row of Messaging Gateway Connections (under Welcome Messages), save it, then paste the same value into Meta's webhook setup screen.
Subscribe to: the
messages webhook field. Once subscribed, member replies on WhatsApp will start reaching this assistant automatically — no restart needed.Registration, Fee Activation & SMART Onboarding
The live registration source is https://register.cureplus.co.ke. HR verifies there first; CurePlus then approves the registration. The approved member is created here as Pending Activation with a registration-fee ledger entry. Full activation and SMART onboarding happen only after the payable fee balance reaches zero through payment, an approved partial waiver plus payment, or a full approved waiver.
Automated activation endpoint:
Duplicate protection: the registration reference, ID and phone are checked before a new CurePlus number is created.
Failure handling: a missing Scheme or operations error leaves the registration as Verified so CurePlus can correct the issue and select CurePlus approved again.
https://portal.cureplus.co.ke/api/v1/public/registration-activationDuplicate protection: the registration reference, ID and phone are checked before a new CurePlus number is created.
Failure handling: a missing Scheme or operations error leaves the registration as Verified so CurePlus can correct the issue and select CurePlus approved again.
Bot Content
Review and edit this before going live — eligibility criteria, the registration link and contact details are business decisions only CurePlus can confirm.
Human Handoffs
Complaints and requests to talk to a person. Reply directly in your WhatsApp Business inbox — then Mark Resolved here so the bot resumes replying to that member.
| Phone | Member No | Message | Status | Received | Action |
|---|
Registration Imports
Activated portal registrations appear as Converted automatically with their CurePlus member number. There is no manual re-entry.
| Name | Phone | Organization | Acknowledgement | Status | Received | Action |
|---|
Hospital / Facility Registration
Set the SLA facilitation fee used to calculate CurePlus markup on approved claims.
Registered Facilities
New facilities appear here immediately after saving.
| Code | Hospital / Facility | Location | Subcounty | County | Contact | SLA Fee | Action |
|---|
New Claim — Transaction Only
Only the financial transaction required for CurePlus settlement is captured.
After submission, the form is cleared and ready for the next claim. The claim is immediately added to the Claims Register.
Collection approvals · Corrections and reversals require independent approval.
Monthly Collections / SACCO & Employer Invoices
Monthly deduction is the allocated credit limit ÷ 6. Amount due for deduction is the lower of that monthly deduction or the member’s outstanding utilised balance.
Recent Collections
Recorded collections appear here immediately and are reflected in available credit.
| Date | Member | Organization | Amount | Month | Source | Invoice Ref. | Action |
|---|
Repayment review — missed and partial collections
Preview only. Save and approve before employer issue.
CurePlus — Monthly Payroll Deduction Schedule
Eligible CurePlus monthly deductions for the upcoming payroll cycle.
Payroll Deduction Schedule
Select an organization and payroll month, then generate the schedule.
| # | Client Name | Member Identifier | Utilised Balance | Amount Due for Deduction |
|---|---|---|---|---|
| TOTAL DEDUCTION | KES 0.00 | |||
CURE PLUS • Health can't wait
Confidential Payroll Schedule
Claims Register
All claims submitted through New Claim appear here automatically.
Claims Register Filters & Print
Select a registered facility, scheme and date period. Only the filtered claims are populated below and the same selected list is printed.
CurePlus — Claims Register
| Claim | Member Identifier | Date | Claimed | Approved | Markup |
|---|---|---|---|---|---|
| TOTAL | KES 0.00 | KES 0.00 | KES 0.00 | ||
Filtered claims: 0
| Claim | Member | Hospital | Date | Claimed | Approved | Markup | Status | Action |
|---|
Internal HR & Payroll
CurePlus staff records, leave, payroll processing, approvals, statutory deductions and payslips.
Active employees0
Departments0
Pending leave0
Latest payrollNot run
Employee register
Internal employees are separate from medical-credit members.
| Employee | Department | Role | Status | Basic salary |
|---|
Leave requests
| Employee | Type | Dates | Days | Status | Action |
|---|
Payroll control
Create → Calculate → Review → Approve → Lock → Mark paid. Locked payroll cannot be recalculated.
| Month | Status | Employees | Gross | Deductions | Net pay | Actions |
|---|
Payroll details
| Employee | Gross | PAYE | SHIF | NSSF | Housing levy | Net |
|---|
Users & Access Control
Create system users, assign roles and control access by function.
| Username | Full Name | Role | Assigned access | Status | Last Login | Actions |
|---|
Internal staff roles apply across CurePlus operations. Provider and financier accounts use their assigned workspace. Create assigned financial accounts through Finance → Financier Settlement; their roles cannot be changed here.
Data Management
Use this only when you want to remove test/demo operational data. User accounts are preserved.
This permanently removes members, facilities, claims, collections, bank credits and generated payroll invoices from the current CurePlus database.