How to Integrate Invoices Between NikoHealth and Salesforce

Invoices are a critical part of the healthcare billing process. They contain billing information, insurance details, diagnosis codes, service lines, HCPCS codes, charges, balances, and payment-related information. Using NikoHealth with Salesforce, organizations can automatically synchronize Invoice records between both platforms while maintaining relationships with:

• Orders
• Patients

With Salesforce NikoHealth integration through MultiSync Made Easy, organizations can configure:

• NikoHealth → Salesforce Invoice Synchronization
• Salesforce → NikoHealth Invoice Synchronization
• Invoice Service Line Synchronization
• Legacy Invoice Import
• Real-Time Invoice Synchronization

Before configuring Invoice synchronization, ensure the following integrations are already completed:

Required Integrations

• Order Synchronization
• Patient Synchronization

Invoices rely heavily on Patient and Order data.

Related Guides:

• How to Sync Patient Records Between NikoHealth and Salesforce
• How to Sync Orders Between NikoHealth and Salesforce
• How to Integrate Documents Between NikoHealth and Salesforce

Step 1: Open MultiSync Made Easy

• Navigate to App Launcher → MultiSync
• Made Easy.
• Open Active Integrations.
• Locate the NikoHealth integration from the available list.

Step 2: Create a New Invoice Synchronization

• Select + New Data Sync.
• This will launch the Synchronization Wizard.

Step 3: Configure Object Mapping

• Under NikoHealth Object, select Niko Health Invoice Get.
• Under Salesforce Object, select Opportunity.
• Click Proceed.

Step 4: Configure Invoice Field Mapping

• Map invoice-level information.

Example:

Step 5: Preview and Validate Mapping

• Click Preview Mapped Data.
• Review the Invoice Information, Billing Details, Insurance Information, and Service Line Information.
• Validate the mapping and save the configuration.

Step 6: Import Existing Invoices

• Navigate to Sync Records.
• Select either Sync Data or Schedule Data Sync.
• This will import the existing invoices and service line information from NikoHealth.

Step 7: Complete Legacy Invoice Synchronization

• MultiSync Made Easy automatically retrieves Invoice records and Service Lines.
• It applies the configured field mappings.
• It creates the corresponding Invoice and Invoice Service Line records.
• It maintains the required parent-child relationships between the records.

Step 8: Verify Invoice Synchronization

• Open an Invoice record.
• Verify that the Patient, Order, and Insurance are linked correctly.
• Confirm that the required Service Lines have been created.

Real-Time Invoice Synchronization

After importing the historical invoices, enable real-time synchronization to keep new invoice data updated automatically.

Step 9: Open Real-Time Settings

• Navigate to RealTime Settings.
• Locate NikoHealth Invoice.

Step 10: Configure Invoice Events

• Enable the required invoice events:
  • Invoice Created
  • Invoice Updated
  • Invoice Submitted
  • Invoice Status Updated

Step 11: Enable Real-Time Sync

• Select Enable Real-Time Sync.
• Invoices will now synchronize automatically whenever changes occur in NikoHealth.

Salesforce to NikoHealth Invoice Synchronization

The integration also supports syncing invoice data from Salesforce back to NikoHealth, allowing updates to flow in both directions.

Step 12: Configure Salesforce Automation

• Configure a Salesforce Flow on Contact.
• Set the Flow to run when an Invoice is created or updated.
• The Flow then invokes the required Apex Action to process the synchronization.

Step 13: Build the Invoice Payload

• Prepare the Invoice Information, including:
  • Patient
  • Order
  • Billing Information
  • Insurance Information
• Prepare the Service Line Information, including:
  • HCPCS Codes
  • Quantity
  • Charges
  • Modifiers
  • Place of Service
  • Diagnosis Codes
• Include the required Provider Information:
  • Billing Provider
  • Rendering Provider
  • Referring Provider
• Using Salesforce API Integration, the complete invoice payload is prepared and sent to NikoHealth.

Step 14: Create or Update the Invoice in NikoHealth

• If the NikoHealth Invoice ID already exists, a PUT Invoice request is used to update the existing invoice.
• If the NikoHealth Invoice ID does not exist, a POST Invoice request is used to create a new invoice.
• This allows the same synchronization process to handle both new invoices and existing invoice updates.

Step 15: Store the NikoHealth Invoice ID

• After a successful invoice creation, NikoHealth returns the Invoice ID.
• Salesforce stores this ID in the Niko_Invoice_Id__c field.
• The stored ID is then used for future invoice updates.

Step 16: Verify Bidirectional Synchronization

NikoHealth → Salesforce

• Create or update an invoice in NikoHealth.
• Verify that the Invoice and Service Lines are created or updated correctly in Salesforce.

Salesforce → NikoHealth

• Create or update an invoice in Salesforce.
• Verify that the corresponding Invoice is created or updated correctly in NikoHealth.

Result

After completing this configuration:

• Historical invoices are synchronized.
• Invoice Service Lines are synchronized.
• Patient, Order, and Insurance relationships are maintained.
• Real-time synchronization is enabled.
• Salesforce can send invoice updates to NikoHealth.
• NikoHealth can send invoice updates to Salesforce.
• Existing Invoice IDs help prevent duplicate invoices.

Conclusion

By following the above configuration, organizations can successfully synchronize invoice records and invoice service lines between NikoHealth and Salesforce while maintaining connected patient, order, and insurance relationships. This creates a more reliable billing workflow with synchronized data available across both platforms.

As a trusted provider of Salesforce services, HIC Global Solutions helps businesses build seamless healthcare integrations through Salesforce integration services designed around real business workflows. As an experienced Salesforce partner, we help organizations create connected systems that simplify everyday operations and data synchronization.

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