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Avea + Salesforce Financials Sync

Sync Claim and Transaction data into Salesforce

With Braided’s Avea to Salesforce Financials Sync you can bring valuable billing information into Salesforce and relate it to your admissions objects. Allowing you to build enhanced reports and provide insights across admissions, referrers, business accounts and financials received.

At Braided, we understand the importance of bringing together all the relevant data from different systems to improve patient care, streamline workflows, and drive efficiency. That’s why we offer a pre-built Avea to Salesforce Financials Sync solution that can help addiction treatment facilities and behavioral health organizations better manage their billing information.

With Braided’s Avea to Salesforce Financials Sync, you can easily integrate financial data into Salesforce and relate it to your admissions objects. This allows you to build enhanced reports and provide insights across admissions, referrers, accounts, and receivables. By bringing all of this data together in one place, you can improve the accuracy and thoroughness of your financial reporting and billing processes, while gaining valuable insights that can help you make better business decisions.

When

Avea
Claims report generated

Triggers when email is sent with provided transactions report.

Then

Salesforce
Update admission objects

Updates admission objects with Claim and Transactions data.

Why Braided?

With Braided’s Avea to Salesforce Financials Sync, you can…

  • Extract valuable Claim and Transactions data on your admissions
  • Have the data relate to the objects which fit your Salesforce configuration
  • Build enhanced reports connecting admissions, their referrers, business accounts and financials together
braided-integrations-hub-web
Our solution is highly customizable and can be molded to fit the way your Salesforce is configured. This means that we never force you to adopt a particular set-up, but instead work with you to design an integrated solution that meets your business specifications. Our integration solution is HIPAA compliant and SOC 2 certified, ensuring that patient data is always secure and protected.

Let Braided help you streamline your billing workflows and improve patient care. With our expertise and experience in healthcare data integration, we can help you achieve your business goals and ensure the best possible outcomes for your patients.