Salesforce + Kipu
Bring Utilization Review data from KIPU into Salesforce
Unlock real-time payer visibility across your organization
Pinpoint critical UR data in Salesforce to improve payer management, clinical coordination, and executive reporting
This uni-directional integration pulls Utilization Review updates from KIPU — including authorization numbers, approved levels of care, start and end dates, and reviewer notes — and syncs them directly into Salesforce. With this data in hand, your team can build dashboards that monitor authorization coverage, flag gaps in care, and track trends in payer behavior. Whether you’re optimizing length of stay or strengthening your revenue cycle process, this integration delivers actionable insights without requiring staff to toggle between systems.
Purpose-Built for Behavioral Health
Track critical UR fields like authorized dates, levels of care, and authorization numbers — structured and mapped for real-world workflows.
Centralized Payer Visibility
View UR activity across clients, locations, and payers — all within Salesforce, alongside admissions and billing data.
Designed for Reporting
Leverage Salesforce’s native reporting to build dynamic dashboards for clinical, billing, or executive stakeholders.
What You Get
With your UR data flowing into Salesforce, you gain a unified view of clinical authorizations that supports better care coordination, billing accuracy, and operational insight.
- Monitor authorization timelines and identify at-risk stays before they impact revenue
- Build cross-payer reports to assess approval rates, utilization patterns, and reviewer trends
- Reduce manual data pulls and eliminate blind spots between clinical and billing
- Align UR, clinical, and billing teams around shared, up-to-date information
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.
