Sunwave Salesforce integrationAdmissions in Salesforce, clinical in Sunwave, and both kept in step.
Your admissions team works in Salesforce. Your clinical team works in Sunwave. We connect them both ways, so a patient is sent to Sunwave from the Salesforce record, and admits, discharges and level of care come back to Salesforce without anyone re-typing them.
- "Send to Sunwave" from the Salesforce record
- Admit and discharge dates, level of care and length of stay back in Salesforce
- Historical Sunwave patients loaded for full reporting
900+ integrations completed · Salesforce partner · We sign BAAs
- • New patient
- • Emergency contacts
- • Insurance
- • Facility and level of care
- • Admit and discharge dates
- • Level of care
- • Length of stay
- • Location changes
The gap between admissions and clinical
Without an integration, someone copies each patient into Sunwave by hand, insurance details get mistyped, and Salesforce does not find out who admitted, how long they stayed or when they discharged. Lead-to-admit reports, referral partner credit and alumni outreach end up built on guesses.
What it does
What the Sunwave Salesforce integration handles
"Send to Sunwave" action
A quick action on the Salesforce record sends the patient to Sunwave with demographics, contacts, insurance, facility and level of care, and fires only when your team clicks it.
Checks before it sends
Missing or invalid fields, like phone or email, are flagged on the record before anything is sent.
Facilities mapped
Each Salesforce facility is matched to the right Sunwave facility, so patients land in the right place.
Admits and discharges flow back
Admit date, discharge date and level of care update Salesforce, and stages move on their own.
Length of stay in Salesforce
Admitting level of care, discharge date and length of stay kept on the opportunity for reporting.
Alumni follow-up
Discharges feed alumni fields and alerts in Salesforce, so outreach starts from real dates.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Sunwave to Salesforce.
AimingData that flows
Sunwave Salesforce integration: both directions, field by field
- New patientName, date of birth, contact details, address
- Emergency contacts
- InsuranceCarrier and member details, matched to Sunwave's insurance list
- Facility and level of care
- Referral source
- Admit and discharge dates
- Level of careAdmitting and current level of care
- Length of stay
- Location changesMoves between facilities
- Record IDsSunwave patient IDs kept on the Salesforce record
See your own Salesforce + Sunwave 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
Sunwave Salesforce integration: the hard parts, already solved
More than one facility
Groups with several facilities are routed to the right Sunwave facility, with the picklists on both sides kept matched.
Location changes
Patients who move between facilities are tracked as one journey in Salesforce.
Re-admits
Returning patients are matched to their existing Salesforce record instead of creating duplicates.
Historical patients
Past Sunwave patients, admit and discharge dates are loaded into Salesforce, so reporting starts with full history.
No accidental sends
The send runs only when someone clicks it, and a record already sent is not sent twice.
Patient data kept secure
We sign a BAA, credentials are stored encrypted, and the integration user only gets the access it needs.
What clients say
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How it works
How the Sunwave Salesforce integration goes live
- 1
Free call
We look at how admissions and clinical work today and map the data between Salesforce and Sunwave.
- 2
Field mapping
A mapping document for every field and facility, signed off by your team before we build.
- 3
Build in a sandbox
The integration is built and tested in a Salesforce sandbox against your Sunwave account.
- 4
Test, train and go live
QA with real scenarios, training for admissions, then go live with monitoring and support.
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 Sunwave Salesforce integration is for
- Addiction treatment and mental health centers using Salesforce and Sunwave
- Groups with several facilities on one Sunwave account
- Admissions teams tired of re-typing patients into Sunwave
- Leaders who need lead-to-admit, length-of-stay and alumni reporting they can trust
Sunwave Salesforce integration FAQ
Do we need Sunwave API access?
Yes. The integration runs on Sunwave's API, so your Sunwave account needs API access for the integration user. We help you set it up.
Is it two-way?
Yes. Patients go from Salesforce to Sunwave, and admits, discharges and level of care come back to Salesforce.
Can it handle more than one facility?
Yes. Each Salesforce facility is mapped to its Sunwave facility, including moves between them.
What happens to patients already in Sunwave?
We load historical patients, admit and discharge dates into Salesforce, so reports include them.
Can we open Sunwave from the Salesforce record?
Sunwave supports single sign-on. See Salesforce single sign-on for how we set up Open in buttons.
Is patient data protected?
We sign a BAA. Access is limited to what the integration needs, and credentials are stored encrypted.
How long does it take?
It depends on the project: your fields, facilities and data. You get a timeline with the quote after a free call.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.