Salesforce + CollaborateMD
Deliver daily billing data from CollaborateMD straight into Salesforce
Real-time visibility into your financial performance
Sync CollaborateMD claims and payments to Salesforce daily — and give your team the data they need to make faster, smarter financial decisions.
This unidirectional integration runs once per day, automatically pulling claims, associated charges, and payment transactions from CollaborateMD and linking them to the correct treatment episodes in Salesforce. With this data centralized, your organization gains near real-time insight into billed vs. paid, client-level financials, and referral-driven revenue — all without toggling between systems or manually compiling reports. It’s an essential foundation for financial transparency across admissions, clinical operations, and revenue cycle teams.
Live Financial Tracking
Access daily claims, charges, and payments aligned with each client’s treatment episode inside Salesforce.
Revenue Intelligence in Real Time
Build dashboards that reflect what’s been billed and paid today — not last week or last month.
Informed Decision-Making
Equip leadership, finance, and marketing with timely financial data that drives better planning and performance.
What You Get
Your CollaborateMD data isn’t just accessible — it’s actionable. By syncing daily into Salesforce, you unlock financial visibility that keeps your whole team aligned and accountable.
- Get up-to-date financial reporting without logging into multiple platforms
- Monitor revenue trends by payer, program, or referral source in real time
- Reduce manual effort and ensure consistent attribution to the right treatment episodes
- Turn your billing data into strategic insight — every single day
Achieving Better Patient Outcomes
We specialize in serving clients in the behavioral health sector and understand the unique and critical role patient data plays across admissions and operations in these industries. From the highly complex to the most simple, we make sure your integrations work, so you can stay focused on what you do best.
- All support, automation, and workflows are tailored to fit your business.
- Our comprehensive integrations drive efficiency and add value.
- We provide immediate, timely support with clear, helpful answers.
New & Noteworthy
We’re proud of the work we do and the ongoing partnerships we’ve formed along the way.
Braided has transformed our operations, streamlining data management and enhancing patient care like never before.
