Salesforce + waystar
Real-time insurance verification without leaving Salesforce
Admission decisions are made in Salesforce. Insurance coverage determines whether those decisions hold. Without real-time eligibility data, your admissions team is committing to patients before they know what coverage actually exists.
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Your Admissions Team Is Making Financial Commitments Without Financial Clarity. Braided Closes The Gap.
Braided connects Salesforce and Waystar so that your team can verify benefits in real time, directly inside the CRM, before a patient ever reaches intake.
Why connect Salesforce to Waystar?
Verification of benefits is one of the most consequential steps in behavioral health admissions. Get it right, and the claim goes out clean. Get it wrong, and the denial comes weeks later. But without integrated eligibility verification, admissions teams compensate:
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Calling payers manually or logging into multiple portals to check coverage
Re-entering patient demographics and insurance data into a separate system
Working with eligibility responses that do not live in Salesforce, meaning they are never tied to the record
Admitting patients before coverage is confirmed, then discovering gaps after the fact
Dealing with denials that trace back to eligibility errors that could have been caught upstream
Every manual step in VOB creates risk. Most eligibility-driven denials are preventable. The error happens upstream — before the claim is ever submitted. Braided eliminates that risk by surfacing Waystar eligibility data directly in Salesforce, in real time, and tied to the right record.
How the Salesforce + Waystar integration works
PUSH: Salesforce → Waystar
When an eligibility check is triggered in Salesforce, Braided collects the required patient and insurance information and submits a structured request to Waystar's eligibility API: no manual re-entry and no portal switching.
Includes:
Patient Name
Date of Birth
Gender
Insurance Carrier
Payer ID
Member ID
Service Date
Provider NPI
Triggered by: Button clicks, stage changes, or workflow conditions you define, ensuring verification happens at the right moment in your admissions process.
PULL: Waystar → Salesforce
Waystar returns the payer's eligibility response. Braided then parses that response and writes the benefit data back into the correct Salesforce record, making it available immediately for your team to review.
Includes:
Coverage Status
Plan Name
Effective Date
Individual/Family Deductibles
Out-Of-Pocket Maximums
Coinsurance Percentages
Copay Amounts
Remaining Deductible
Out-of-pocket Balances
Network Breakdowns
Not An Integration Vendor. Infrastructure.
Eligibility APIs change, payer response formats shift, and Salesforce evolves. Most integration providers build the connection and leave, but Braided stays involved by managing, supporting, and updating the integration as your environment changes.
- Ongoing support when Waystar API behavior changes
- Updates when payer response formats shift
- Workflow adjustments as your admissions process evolves
- Proactive monitoring so eligibility checks do not silently fail
A broken VOB integration does not fail loudly; instead, it fails invisibly, and the denial shows up weeks later.
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Manual Vob Is Slow, Error-Prone, And Disconnected From The Record
Every call to a payer is time your admissions team is not spending on patients. Every manually re-entered eligibility response is a transcription risk. Every eligibility check that does not live in Salesforce is information that gets lost. Braided replaces that with automation:
From Manual Portal Checks →
Real-time in-Salesforce Verification
From Transcription Risk →
Structured, Parsed Benefit Data
From Disconnected Eligibility Responses →
Coverage Tied Directly To The Patient Record
Built for Behavioral Health. Not for Everyone
Braided speaks behavioral health. VOB in SUD and mental health has specific requirements, such as payer behavior, level of care coverage nuances, and the financial urgency of getting it right before intake. We build around those realities. That is not generic skill. That is deep systems understanding combined with white-glove support. Built around your Salesforce architecture. Whether you trigger eligibility checks on Leads, Opportunities, or custom admissions objects, Braided adapts to your data model and workflow logic.
What This Unlocks
admissions
Know coverage before you commit to admit. Surface deductibles, out-of-pocket exposure, and coverage status in real time, all inside Salesforce.
revenue cycle
Fewer eligibility-driven denials. Cleaner claims submissions. Less time spent on avoidable rework.
leadership
Admissions teams making financially informed decisions. Financial risk identified upstream, not after the fact.
organization
Faster admissions, cleaner billing, and a tighter connection between front-end decisions and revenue cycle outcomes.
FAQ
Is this bi-directional?
Yes. Eligibility request data flows from Salesforce to Waystar, and the eligibility response flows back into Salesforce automatically.
What benefit data is returned to Salesforce?
Coverage status, plan details, effective dates, individual and family deductibles, out-of-pocket maximums, coinsurance, copays, and remaining balances.
How is Braided different from a custom integration build?
Custom builds are treated like projects — built once, then left alone. Braided is managed infrastructure. Ongoing support, API updates, and maintenance are included for the life of the relationship.
Can I trigger eligibility checks from custom Salesforce objects?
Yes. Braided adapts to your Salesforce data model and can trigger from Leads, Opportunities, or any custom object your admissions workflow uses.
How long does implementation take?
Days to weeks depending on your Salesforce environment and workflow requirements.
Is this built for behavioral health specifically?
Yes. Braided maps eligibility data to Salesforce with behavioral health admissions workflows in mind, rather than generic healthcare.
