CollaborateMD + Salesforce integrationCollaborateMD insurance payments in Salesforce
Billing runs in CollaborateMD, but admissions and leadership work in Salesforce. We bring Collab payment data into Salesforce, so insurance payments sit on the patient record and collections can be reported on without switching systems.
- Collab payment files uploaded into Salesforce
- Insurance payments recorded and reconciled on the patient record
- Collections and outstanding balances in Salesforce dashboards
900+ integrations completed · Salesforce partner · We sign BAAs
- • Insurance payment data
- • Program
Billing data that stays in billing
When insurance payments only live in CollaborateMD, Salesforce never shows what was collected. Someone exports reports and types numbers in by hand, and reporting on collections and outstanding balances falls behind.
What it does
What the CollaborateMD + Salesforce integration handles
Collab file upload
Payment reports from CollaborateMD uploaded into Salesforce, with the results of each upload checked.
Payments reconciled
Insurance payments recorded and reconciled in Salesforce, without manual entry.
Program history
The program on the Salesforce Opportunity updated from Collab, including for historical records.
Customizable dashboards
Dashboards that track collections and outstanding balances in Salesforce.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect CollaborateMD to Salesforce.
AimingData that flows
CollaborateMD + Salesforce integration: what gets sent, field by field
- Insurance payment dataFrom Collab reports
- ProgramUpdated on the Opportunity, including historical records
See your own CollaborateMD + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
CollaborateMD + Salesforce integration: the hard parts, already solved
Upload results
Each insurance file upload is checked, and issues in the results are fixed.
Historical records
Past patients updated from Collab, so reports start with full history.
Patient data kept secure
We sign a BAA, credentials are stored encrypted, and each system only gets the access it needs.
What clients say
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How it works
How the CollaborateMD + Salesforce integration goes live
- 1
Free call
We look at how leads come in today and what you need to see, and where.
- 2
Mapping
Which payment fields and records carry over, agreed before anything is set up.
- 3
Set up and test
Configured and tested with test payments before it touches real ones.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the CollaborateMD + Salesforce integration is for
- Healthcare providers billing in CollaborateMD and managing patients in Salesforce
- Finance teams that report on collections out of Salesforce
- Leaders who need insurance payments next to admissions data
CollaborateMD + Salesforce integration FAQ
Is patient data kept secure?
We sign a BAA, credentials are stored encrypted, and each system only gets the access it needs.
Can historical data be brought in?
Yes. Past records can be updated from Collab, so reports include them.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.