Salesforce + waystar
Verify insurance benefits in real time without leaving Salesforce
Verify Coverage Before You Admit Or Pay for It Later
Schedule A Demo
Real-time eligibility checks from Salesforce
Manual eligibility verification slows down admissions, creates duplicate work, and increases the risk of missed or outdated coverage details. Braided’s Salesforce to Waystar eligibility integration helps behavioral health and healthcare organizations streamline insurance verification by allowing teams to check benefits directly from Salesforce in real time.
Why connect Salesforce to Waystar for eligibility verification?
For admissions, revenue cycle, and billing teams, speed and accuracy matter. Running VOB inside Salesforce helps your organization:
Schedule A Demo
Real-Time Eligibility Inside Admissions
Stop waiting on delayed benefit checks. Pull eligibility directly into Salesforce while the patient is still on the phone.
Eliminate Re-Keying Errors That Kill Claims
No more copying policy numbers, DOBs, or subscriber data between systems. One mistake here can invalidate the entire claim.
Make Admission Decisions With Financial Clarity
Know deductibles, OOP exposure, and coverage limits before admit, not after the patient is already in beds.
Reduce Eligibility-Driven Denials
Most denials tied to eligibility are preventable. Fix the data upstream so claims go out clean the first time.
How the Salesforce + Waystar integration works
Outbound: Salesforce to Waystar
When an eligibility check is triggered in Salesforce, the integration securely collects the required patient and insurance information and submits a formatted request to Waystar’s eligibility API.
Data sent may include:
Patient Name
Date of Birth
Gender
Insurance Carrier
Payer ID
Member of Subscriber ID
Service Date
Provider NPI
Inbound: Waystar to Salesforce
Waystar returns the payer’s eligibility response, and the integration parses the response and writes the benefit data back into Salesforce for easy review by your team.
Returned information may include:
Coverage Status
Plan Name
Effective Date
Deductible Amounts
Out-Of-Pocket Maximums
Coinsurance Percentages
Copay Amounts
Remaining Deductible Balances
Remaining Out-Of-Pocket Balances
What your team can see directly in Salesforce
With Braided’s integration, key eligibility and benefit details can be surfaced in Salesforce, including:
- Active or inactive coverage status
- Plan details and effective dates
- Individual and family deductibles
- In-network and out-of-network deductible amounts
- Out-of-pocket maximums
- Coinsurance percentages
- Copays
- Remaining deductible and out-of-pocket balances
Get Started With Braided
Built for healthcare and behavioral health organizations using Salesforce
This integration is especially valuable for organizations that rely on Salesforce as a central operating system for admissions, patient access, or revenue cycle workflows and want to reduce friction in insurance verification.It is a strong fit for:
Why Braided
Braided builds actively managed healthcare integrations that connect mission-critical systems and make data usable where teams actually work. Rather than relying on disconnected workflows or brittle one-off builds, we help organizations operationalize integrations in a way that supports day-to-day execution.
Human-Centric Outcomes
We help our customers get more people into treatment, spend more time with patients, and ultimately save more lives.
Integrity in Action
We follow through on promises, deliver what we commit to, and speak up when something isn’t right.
Continuous Elevation
We iterate, adapt, and grow alongside our customers, always pushing toward better results and stronger relationships.
