Salesforce + kipu rcm (Formerly avea)
Turn kipu RCM’s billing data into real insights
Track revenue by client, payer, and referral source directly in Salesforce
Bring monthly billing and payment data from Kipu RCM into Salesforce to unlock financial transparency across your treatment episodes.
This uni-directional integration runs monthly, pulling in claims and payment transactions from Kipu RCM and associating them with the appropriate treatment episodes in Salesforce. Once connected, your team can drill into the financial performance of individual clients, referral cohorts, or entire payers — all from within Salesforce dashboards. Whether you’re evaluating marketing ROI, payer mix, or treatment-level profitability, this integration gives your team the visibility needed to make smarter, data-backed decisions.
Client-Level Financials
Track billed claims and payments for every treatment episode — tied directly to each client record in Salesforce.
Revenue by Source
Build referral reports that don’t just show admits — but also show real revenue generated from each source.
Payer Insights That Matter
Identify key revenue trends by payer, level of care, or program — and bring them into strategic planning conversations.
What You Get
Stop guessing what your treatment programs, referral channels, and payer relationships are actually worth — and start measuring them with real data.
- Track what's been billed and paid by client, episode, referral, or payer
- Evaluate the true ROI of your outreach, programs, and contracts
- Give marketing, finance, and leadership shared access to financial insights
- Reduce time spent on manual reconciliations and reporting pulls
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.
