Salesforce + kipu rcm (Formerly avea)
Revenue Intelligence For The Places Where Decisions Actually Get Made
Your billing system tracks what has been billed and paid, while your CRM tracks who brought those patients in. Without a connection between them, you cannot answer the question that matters most: which referral sources, programs, and payers are actually driving revenue?
Schedule A Demo
Your Revenue Data Lives In Kipu RCM. Your Decisions Are Being Made In Salesforce. Braided Fixes That.
Most facilities do not realize how much revenue visibility they are missing because the data is currently locked in Kipu RCM. Braided pulls billing and payment data from Kipu RCM (formerly Avea) into Salesforce so that leadership, marketing, and finance teams can finally see the full picture.
Why connect Salesforce to Kipu RCM?
Kipu RCM captures what has been billed, adjusted, and collected for every treatment episode. Salesforce tracks every referral, patient, and program. But when they are disconnected, critical questions go unanswered:
Schedule A Demo
Which referral sources actually drive collected revenue, rather than just admits?
Which payers perform best on net collections, not just gross billed?
Which programs are profitable at the treatment episode level?
Where is revenue leaking relative to what was billed?
Without connected billing data, your team compensates:
Pulling billing reports from Kipu RCM manually and reconciling by hand
Re-entering revenue data into Salesforce or spreadsheets
Making marketing and contracting decisions based on patient volume instead of revenue
Building financial dashboards that are already outdated by the time they are ready
You cannot protect revenue you cannot see. Revenue decisions made without billing data are guesses. Braided makes them facts. Braided pulls billing and payment data from Kipu RCM into Salesforce on a recurring basis. This ensures the financial layer of your business is visible where decisions actually get made.
How the Salesforce + Kipu RCM integration works
PULL: Kipu RCM → Salesforce
Braided syncs billing and payment data from Kipu RCM and associates it with the corresponding treatment episodes in Salesforce. Your team can analyze financial performance by patient, referral source, payer, program, or level of care, all within Salesforce dashboards.
Includes:
Billed Amounts
Payments
Adjustments
Claim Status
Payer Details
Treatment Episode Associations
Other Revenue Fields
Updated: On a recurring basis so leadership, marketing, and finance teams always have current revenue data.
Not An Integration Vendor. Infrastructure.
Most integration providers build the connection and move on. Braided stays involved. We manage, maintain, support, and update the integration as your billing environment, Salesforce architecture, and Kipu RCM configuration evolve.
- Ongoing support when things change
- Field-level updates as your UR data structure evolves
- Workflow adjustments when you add programs, locations, or payers
- Proactive updates when Kipu RCM or Salesforce change their systems
Revenue data is too important to leave on a connection no one is managing.
Get Started With Braided
Manual Revenue Reconciliation Distorts The Picture
Every exported billing report is already stale. Every manually re-entered payment creates a discrepancy. Every decision made without connected financial data is made on incomplete information. Braided replaces those gaps:
From Manual Exports →
Automated Data Flow into Salesforce
From Stale Revenue Snapshots →
Current, Queryable Financial Records
From Volume-based Decisions →
Revenue-backed Decisions
Built for Behavioral Health. Not for Everyone
Braided speaks behavioral health. We understand how Kipu RCM structures billing data, how it maps to treatment episodes in Salesforce, and how to connect financial performance to referral sources, payers, and programs in a way that actually supports operations. That is not generic skill. That is deep systems understanding combined with white-glove support. Built around your Salesforce architecture. Braided adapts to your data model, whether you track financial performance at the opportunity level, the treatment episode level, or across multiple programs and locations.
What This Unlocks
leadership
Revenue by referral source, payer, program, and level of care is visible in Salesforce dashboards.
outreach teams
Understand which referral partners drive collected revenue, not just patient volume.
finance
Reduce time spent on manual reconciliation. Get to month-end close with fewer surprises.
organization
A single connected view of admissions, treatment, and revenue from first contact to collected payment.
FAQ
Is this bi-directional?
No. This integration pulls billing and payment data from Kipu RCM into Salesforce.
What data fields does Braided sync?
Billed amounts, collected payments, adjustments, claim status, payer details, and treatment episode associations. Custom fields can be mapped based on your environment.
How is Braided different from a custom integration build?
Custom builds are treated like projects: they are built once and then left alone. Braided is managed infrastructure, meaning ongoing support, updates, and maintenance are included for the life of the relationship.
Can this be combined with the Kipu admissions integration?
Yes. Many organizations run both to give Salesforce a complete view from lead qualification through collected revenue.
How often does the integration sync?
On a recurring basis. Timing can be configured based on your reporting and operational needs.
Is this purpose-built for behavioral health?
Yes. Braided maps Kipu RCM data to Salesforce with behavioral health financial workflows in mind.
