VerifyTX Salesforce integrationInsurance verification results on the record admissions already works from.
Admissions works the lead in Salesforce. Benefits are checked in VerifyTX. VerifyTX has its own Salesforce app, and we set it up for you, so VerifyTX opens from a button in Salesforce with single sign-on and the VOB results land on the lead: level of care, substance use or mental health, and network status.
- VOB results on the Salesforce lead
- Level of care and network status fields built in Salesforce
- VerifyTX opened from Salesforce with single sign-on
- Set up for $300 (the VerifyTX app is $1,500 one time, paid to VerifyTX)
900+ integrations completed · Salesforce partner · We sign BAAs
- • Lead and policy details
- • Policy from the insurance widget
- • Single sign-on
- • VOB results
- • Level of care
- • Program type
- • Network status
Benefits checked in one place, admissions decided in another
Without an integration, someone runs the verification in VerifyTX, then copies the results into Salesforce by hand, or does not copy them at all. The admissions rep cannot see at a glance whether the policy is in or out of network, or which level of care it covers, and the VOB PDF has to be moved to the EMR by hand.
What it does
What the VerifyTX Salesforce integration handles
VOB results on the lead
VerifyTX results come into Salesforce and show on the lead, so the rep sees the verification without leaving the record.
Level of care fields
VerifyTX fields in Salesforce show inpatient or outpatient, and substance use or mental health, for each verification.
Network status
In network or out of network is stored in its own Salesforce field, ready for list views and reports.
VerifyTX section on the layouts
A VerifyTX section on the lead layout and the opportunity layout keeps the results in one place as the record moves forward.
Open VerifyTX from Salesforce
A button on the Salesforce record opens VerifyTX with single sign-on, so the team does not sign in twice.
VOB PDF sent on to the EMR
The VOB PDF is sent on to your EMR, so clinical and billing have the same verification admissions worked from.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect VerifyTX to Salesforce.
AimingData that flows
VerifyTX Salesforce integration: both directions, field by field
- Lead and policy detailsMapped field by field in a data mapping document
- Policy from the insurance widgetA widget button sends the policy on for verification
- Single sign-onVerifyTX opened from a button on the record
- VOB resultsShown on the lead
- Level of careInpatient or outpatient
- Program typeSubstance use or mental health
- Network statusIn network or out of network
- VOB PDFSent on to the EMR
See your own Salesforce + VerifyTX 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
VerifyTX Salesforce integration: the hard parts, already solved
Lead to opportunity
The VerifyTX section is on both the lead and the opportunity layout, so the results stay visible after conversion.
Inpatient and outpatient
Inpatient and outpatient results are kept in separate level of care values, so the rep knows which program the policy fits.
Substance use and mental health
Substance use and mental health results are stored apart, for centers that offer both.
Out of network policies
Network status has its own field, so out of network leads can be routed, reported and followed up on their own.
Fields agreed before the build
A data mapping document between Salesforce and VerifyTX is signed off by your team before anything is built.
Patient data kept secure
We sign a BAA, and the integration only gets the access it needs.
What clients say
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How it works
How the VerifyTX Salesforce integration goes live
- 1
Free call
We look at how admissions runs verifications today and which results the team needs in Salesforce.
- 2
Data mapping
A data mapping document between Salesforce and VerifyTX, signed off by your team before we build.
- 3
Install and set up
The VerifyTX Salesforce app installed and set up in a Salesforce sandbox: the VerifyTX fields, layout sections, single sign-on button and results.
- 4
Test, train and go live
QA with real scenarios, training for admissions, then go live with 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 VerifyTX Salesforce integration is for
- Addiction treatment and mental health centers using Salesforce and VerifyTX
- Admissions teams copying VOB results into Salesforce by hand
- Centers that need level of care and network status on the lead
- Teams that want the VOB PDF in the EMR without moving it by hand
VerifyTX Salesforce integration FAQ
What VOB results come into Salesforce?
Inpatient or outpatient, substance use or mental health, and in or out of network, stored in VerifyTX fields on the lead.
Where do the results show?
In a VerifyTX section on the lead layout, and on the opportunity layout after conversion.
Can we open VerifyTX from Salesforce?
Yes. A button on the Salesforce record opens VerifyTX with single sign-on.
Does the VOB PDF reach our EMR?
Yes. The VOB PDF is sent on to the EMR, so clinical and billing see the same verification.
Is there an official VerifyTX app for Salesforce?
Yes. VerifyTX has its own Salesforce app on the AppExchange, VerifyTreatment Health Insurance Verification. We install it and set it up in your org.
Is patient data protected?
We sign a BAA, and the integration only gets the access it needs.
How much does it cost?
The VerifyTX Salesforce app is $1,500, a one-time payment per company, paid to VerifyTX. We charge $300 to set it up. The first call is free.