Healthcare System Integrations That Actually Work
Brightview Media connects Salesforce to the systems your team works in daily. Whether it’s your EHR, phone tracking, or website chat, we make sure information moves automatically so your staff isn’t stuck copying and pasting between platforms.
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services
Built Around Admissions and Operations Workflows
We focus on connecting systems in a way that supports intake teams, outreach coordinators, and leadership without creating technical debt or reporting gaps.
EHR Integration for Behavioral Health
We connect Salesforce with Kipu to sync admissions data, referral sources, patient status updates, and program tracking. Reduce manual entry between CRM and EHR while maintaining structured reporting for leadership.
Call Tracking and Marketing Attribution
Automatically push call data, recordings, and source attribution into Salesforce. Give admissions and marketing teams visibility into which campaigns generate qualified inquiries.
Live Chat and Website Inquiry Sync
Sync chat conversations and lead data directly into your admissions pipeline. No more missed conversations or manual copy and paste between systems.
Sync chat conversations and lead data directly into your admissions pipeline. No more missed conversations or manual copy and paste between systems.
Best Fit For
Best fit forHow We Structure Integrations That Support Healthcare Operations
We do not just “connect APIs.” We design integrations around how admissions, outreach, and leadership teams actually work.
Our integration process includes:
Mapping data fields between platforms
Controlling role-based access and visibility
Preventing duplicate records
Configuring error handling and sync validation
Protecting reporting accuracy across systems
The result is a connected environment that supports real admissions workflows, not just technical connectivity.
What we automate
Built to Connect the Systems You Already Use
We integrate Salesforce with the systems healthcare teams use every day, including EHR platforms, call tracking tools, live chat, billing systems, and reporting software. When connected properly, your team stops re-entering data and gains clear, reliable visibility across admissions and operations.
To see how these integrations fit into a complete system, explore our Salesforce buildouts, Slack workflows, bidirectional API integrations, and call tracking solutions.
Salesforce Buildouts
Healthcare-specific Salesforce workflows designed for admissions and operations teams.
Slack Buildouts
Real-time Slack operations that keep teams aligned and issues visible.
Bidirectional API integrations
Secure, two-way API integrations that keep systems in sync.
Call tracking & Metrics
Attribution and reporting that connect calls to outcomes.
How It Works
What the First Integration Step Looks Like
Review the Systems You Use Daily
We look at how Salesforce connects with your EHR, CallRail, Tidio, and any other tools your team relies on. We identify where information is being re-entered, missed, or delayed.
Define How Information Should Move
We define what should sync. Calls from CallRail, chats from Tidio, and updates from your EHR should appear in Salesforce automatically.
Connect, Test, and Confirm
We configure the integration, test real scenarios across platforms, and make sure your admissions and reporting workflows run clean before rollout.
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Teams Supported Through Our Work
FAQ
Frequently asked questions
Yes. We integrate Kipu with Salesforce so admissions and operations teams can sync referral sources, patient status updates, and key intake data. This reduces duplicate entry between your EHR and CRM while improving reporting accuracy.
We configure CallRail to automatically send call data, source tracking, and attribution details into Salesforce. This gives your admissions and marketing teams visibility into which campaigns and phone calls are generating qualified inquiries.
Yes. The Brightview Media team can integrate Tidio so chat conversations and contact details flow directly into your Salesforce pipeline. This ensures website inquiries are captured, tracked, and followed up on without manual copy and paste.