Salesforce + Sunwave
The Operational Data Layer For Sunwave And Salesforce
Admissions data should not stop at your CRM. Clinical data should not stop at your EHR.
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Your Admissions And Clinical Teams Are Working From Different Systems. Braided Fixes That.
Braided connects Salesforce and Sunwave into one operational environment, ensuring qualified leads become preadmission records automatically and treatment updates flow back without anyone chasing them down.
Why connect Salesforce to Sunwave?
Most behavioral health organizations use Salesforce to manage admissions and Sunwave to manage care. But when the two systems do not talk, teams fill the gap manually.
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Entering patient information twice: once in Salesforce, once in Sunwave.
Chasing down census updates and discharge dates across systems.
Losing visibility into what happens to a patient after intake.
Building reports that only tell half the story.
Every handoff between systems creates risk. Duplicated data creates error. And the team pays the cost in hours spent reconciling instead of scaling. Manual work becomes the hidden tax on scale. Braided removes that tax with a fully managed, bi-directional integration between Salesforce and Sunwave. Your systems stop operating like islands and start functioning as one.
How the Salesforce + Sunwave integration works
PUSH: Salesforce → Sunwave
When a patient qualifies in Salesforce, Braided aggregates that data in real time and pushes it into Sunwave as a preadmission record, ready for intake. No re-entry. No delays. One qualified lead flows seamlessly into the clinical workflow.
Includes:
Demographics
insurance
Referrals
Attachments
Supporting Documentation
Custom Fields
Triggered by: Stage changes, checkboxes, buttons, or workflow conditions you define.
PULL: Sunwave → Salesforce
As patients move through treatment, Braided continuously pulls chart updates back into Salesforce and associates them to the right records. Your CRM stays aligned with what is actually happening in Sunwave, without manual reconciliation.
Includes:
Admission Dates
Discharge Dates
Programs
Level Of Care
Discharge Type
Chart-Level Changes
Updated: On a recurring basis so leadership, operations, and alumni teams always have current information.
Not An Integration Vendor. Infrastructure.
Most integration providers build once and disappear. Braided stays involved. We manage, maintain, support, and update the integration over time as your organization, workflows, and systems evolve.
- Ongoing support when things change
- Field-level updates and enhancements
- Workflow adjustments as your team grows
- Proactive updates when Sunwave or Salesforce changes their APIs
A fragile integration is not a technical inconvenience. It is an operational problem.
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Manual Work is The Hidden Killer of Scale
Every re-entry costs time. Every manual reconciliation costs accuracy. Every disconnected workflow costs scale. Braided replaces manual dependencies with automation:
From Duplicate Entry →
Data Continuity
From Hours of Reconciliation →
Minutes of Action
From Fragmented Systems →
One Connected Environment
Built for Behavioral Health. Not for Everyone
Braided speaks behavioral health. We understand preadmission, intake, treatment tracking, utilization review, level of care transitions, discharge, alumni workflows, and the reporting demands of running a treatment organization. That is not a generic skill. That is deep systems understanding combined with white-glove support. Built around your Salesforce architecture. Whether you use standard Accounts and Opportunities or custom treatment episode models, Braided adapts to your structure.
AI starts with data that actually works
Every behavioral health organization is hearing about AI. But AI is useless without clean, connected operational data. Braided creates the reliable operational data layer you need for reporting today and AI readiness tomorrow.
admissions
Less duplicate entry. Faster qualification-to-intake movement. Better patient status visibility.
Operations & Leadership
Cleaner reporting. More trustworthy dashboards. Better insight into what is actually happening across your organization.
Organization
Less manual work. Fewer hidden system failures. A stronger foundation for scale.
FAQ
How is Braided different from a custom integration build?
Custom builds are treated like projects: built once, then left alone. Braided is a managed infrastructure. Ongoing support, updates, and maintenance are included for the life of the relationship.
Does Braided only push data into Sunwave?
No. Braided is fully bi-directional, pushing preadmissions into Sunwave and pulling chart updates back into Salesforce continuously.
Can Braided work with my existing Salesforce consultant?
Yes. Braided focuses on the integration layer while your existing Salesforce resources handle the broader environment.
How long does implementation take?
Once access and mapping are available, implementation typically moves in days or weeks, not months.
Is this built specifically for behavioral health?
Yes. Braided is purpose-built for behavioral health workflows and understands the operational realities that treatment organizations depend on.
Can Braided support more than Sunwave and Salesforce?
Yes. Braided can also integrate Kipu, CollaborateMD, Lightning Step, Sage Intacct, and more. Check out the integrations section on the website. If you don't see what you are looking for, just ask.
