CollaborateMD runs your billing and revenue cycle, but the rest of the organization — admissions, marketing, executive leadership — lives in Salesforce. Without integration, AR aging, claim denials, and patient balances stay invisible to the people who need them most.
We connect CollaborateMD to Salesforce so claim status, payment posting, and patient financial responsibility flow into the right account record automatically. Revenue cycle leaders get dashboards in Salesforce. Admissions teams know if a patient has an outstanding balance before booking the next episode.
Our build covers eligibility, claim submission status, ERA posting, and aging buckets — all mapped cleanly to native Salesforce objects so your existing reports and workflows just work.
Every CollaborateMD integration we build runs inside BAA-covered, encrypted infrastructure with full PHI access logging, role-based controls, and audit-ready retention policies.