How to Integrate Insurance Records Between NikoHealth and Salesforce

Keeping insurance records synchronized between NikoHealth and Salesforce helps reduce manual work and keeps your data accurate across both platforms. In this guide, we’ll show you how to set up the NikoHealth integration using MultiSync Made Easy.

Before proceeding further, make sure:

• NikoHealth is already authorized with Salesforce.
• Patient synchronization is already configured.
• The Insurance object exists in Salesforce.

In this guide, we will cover Insurance synchronization from Niko Health to Salesforce, Legacy Insurance Import, and Real-Time Insurance Synchronization.

Related Guides:

• How to Integrate NikoHealth with Salesforce Using MultiSync Made Easy
• How to Sync Patient Records Between NikoHealth and Salesforce Using MultiSync Made Easy

Step 1: Open MultiSync Made Easy

• Navigate to App Launcher and open MultiSync Made Easy.
• Go to Active Integrations from the available options.
• Locate and open the NikoHealth integration.

Step 2: Open the NikoHealth Integration

• Inside the integration, you will see all configured object synchronizations.

Examples:

• Patients
• Orders
• Insurance
• Tasks

Each object provides options to:

• Change Mapping
• Sync Existing Records

Step 3: Create a New Insurance Synchronization

• Click on + New Data Sync.
• The synchronization wizard will open, where you can configure the required sync settings.

Step 4: Configure Object Mapping

• Select NikoHealth Object and choose Niko Health Insurance Get.
• Select the Salesforce Object and choose Contact Object (or your custom Insurance object).
• Click on Proceed to continue.
• This defines where NikoHealth Insurance records will be stored in Salesforce.

Step 5: Configure Field Mapping

• Map NikoHealth Insurance fields to Salesforce fields.

Example:

• MultiSync allows administrators to configure mappings without writing code.

Step 6: Preview Mapped Data

• Click on Preview Mapped Data.
• The application will retrieve a sample Insurance record from NikoHealth and display how the data will populate in Salesforce.

Verify the following details:

• Insurance ID
• Policy Number
• Payer Information
• Subscriber Information
• Relationship Details

Step 7: Validate and Save the Mapping

• Click on Validate Field Mapping.
• Once the validation is successful, save the field mapping to continue.

Step 8: Import Existing Insurance Records

• Navigate to the Sync Records screen.
• Choose Sync Data to import all existing Insurance records immediately.
• Or choose Schedule Data Sync to import Insurance records using scheduled jobs. This option is useful for migrating historical insurance data.

Step 9: Complete Legacy Insurance Synchronization

• MultiSync Made Easy processes Insurance records in batches.

The platform automatically:

• Retrieves Insurance records from NikoHealth
• Applies field mappings
• Creates or updates Salesforce Insurance records
• Prevents duplicate records

Real-Time Insurance Synchronization

After historical Insurance records are synchronized, real-time synchronization can be enabled.

Step 10: Open Real-Time Settings

• Navigate to RealTime Settings.
• Locate the NikoHealth integration.

Step 11: Configure Insurance Events

Select the Insurance webhook events. Examples:

• Insurance Created
• Insurance Updated
• Insurance Deleted
• These events will trigger synchronization automatically.

Step 12: Configure Real-Time Field Mapping

• Use the same mapping configuration created during batch synchronization.
• This ensures consistency between legacy and real-time processing.

Step 13: Enable Real-Time Synchronization

• Click on Enable Real-Time Sync.
• Once enabled, MultiSync Made Easy will start listening for Insurance events from NikoHealth.
• Whenever Insurance information is updated in NikoHealth, Salesforce will automatically receive the latest changes.

How to Integrate Insurance from Salesforce to NikoHealth 

The integration also supports synchronization from Salesforce back to NikoHealth.

Step 14: Configure Salesforce Automation

• Configure a Salesforce Flow on the Insurance object.
• Whenever an Insurance record is Created or Updated, the Flow will trigger an Apex Action.
• The Apex Action sends the Insurance information to NikoHealth through the configured API.

Step 15: Verify Bidirectional Synchronization

• NikoHealth → Salesforce
• Create or update an Insurance record in NikoHealth.
• Verify that the corresponding Salesforce record is updated automatically.
• Salesforce → NikoHealth
• Create or update an Insurance record in Salesforce.
• Verify that the corresponding NikoHealth record is updated automatically.

Result

After implementing this configuration:

• Historical Insurance records are synchronized.
• New Insurance records are synchronized automatically.
• Insurance updates are synchronized automatically.
• Patient relationships are maintained.
• Real-time synchronization is enabled.
• Salesforce can update NikoHealth.
• NikoHealth can update Salesforce.
• Duplicate Insurance records are prevented.

Conclusion

With MultiSync Made Easy, businesses can configure and manage Insurance synchronization between NikoHealth and Salesforce with a simple no-code approach. It supports object mapping, field mapping, legacy imports, and real-time synchronization to keep important data updated across both platforms.

By syncing Insurance details with Patient records, organizations can ensure accurate coverage information while keeping related data updated across both systems in real time.

For seamless Salesforce NikoHealth integration services and Salesforce services, HIC Global Solutions helps businesses build, manage, and optimize their integration requirements with expert support. Get in touch with our support team at Sales@hicglobalsolutions.com to get assistance with your Salesforce integration needs.

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