Salesforce + Lightning Step
Unify your CRM and Lightning Step
A seamless integration that connects admissions and clinical workflows
Bridge the gap between Salesforce and Lightning Step to manage the full client journey with better visibility and less manual work.
This integration lets your admissions team operate entirely in Salesforce while pushing client data into Lightning Step to initiate the treatment episode. As clients progress through care, updates like census changes, levels of care, or discharge events sync back to Salesforce — giving your operations, finance, and leadership teams a unified source of truth for client progression and outcomes.
Seamless Admission Handoff
Push intake records from Salesforce into Lightning Step without needing duplicate entry or coordination delays.
Bidirectional Sync
Automatically reflect census changes, program transitions, and discharges in Salesforce as they happen in Lightning Step.
Outcomes-Oriented Reporting
Use Salesforce dashboards to understand retention, referral value, and program trends with up-to-date EHR data.
What You Get
Operate more efficiently and report more effectively by integrating your CRM and EHR into one connected system.
- Centralize pre-admissions and send them directly to Lightning Step
- Keep Salesforce updated with program and discharge data
- Unlock advanced reporting across programs, payers, and referral sources
- Save time and reduce errors across your team’s most critical workflows
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.
“In just a few weeks, we had everything set up, and any necessary adjustments were handled swiftly. The improvement in our workflow was immediately noticeable.”
