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EHR and practice management

Sunwave Health and your treatment center website

EMR, CRM and billing. Sunwave documents a CallTrackingMetrics integration for calls; a website form method is not published.

  • Read against the vendor's own pages
  • BAA page linked
  • Checked October 15, 2026

What it is

A behavioral health platform that combines an EMR, an admissions and referral CRM, and revenue cycle management. Lightning Step and Sunwave Health came together in 2025.

How it connects to a website

  • Webhook

    Sunwave's knowledge base documents a CallTrackingMetrics (CTM) integration: CTM sends call data to a Sunwave webhook, a notification appears in Sunwave, and accepting it opens the new Opportunity dialog.

  • No public integration documented

    For website forms, Sunwave does not publish a method. Its homepage lists Salesforce, CTM and others under Platform Integrations.

What KhanWork does with it

  • Install CallTrackingMetrics on the website if you use it, so calls carry their campaign source into Sunwave through the integration Sunwave documents.
  • Confirm with your Sunwave contact where website form inquiries should land before we build the form, since Sunwave does not publish a web form method.
  • Keep caller details and form answers out of analytics.

Setup, as the vendor documents it

  1. In Sunwave's Phone Setup, map the fields CallTrackingMetrics sends: at a minimum the campaign name, campaign ID and caller number, plus state and city.
  2. Check the exact field names in CTM under Settings, Webhooks, API Logs, using the JSON of a recent call sent to the Sunwave webhook. Up to 10 custom CTM fields can be mapped, and they show in Sunwave's CRM Calls report.
  3. Create each campaign in Sunwave and match it to a CTM tracking source with exactly the same name, or add the Sunwave campaign ID to the tracking source's Source Tag.
  4. In CTM, add the webhooks Sunwave documents for answered, missed and outbound calls, using the callback URL and keys from Sunwave's Phone Setup.
  5. When a CTM call comes in, Sunwave shows a notification; accepting it opens the new Opportunity dialog.

Source: Sunwave Health knowledge base, CallTrackingMetrics integration. Menus and labels change; follow what you see in your account.

What to watch out for

Where patient details can slip out with Sunwave Health, and what the vendor's own documents say to switch on, switch off or ask for.

  1. CTM fields fill in over time

    Sunwave notes that CTM fields fill in over time, so not every attribute may exist when the Sunwave webhook fires. Its fix is delays and triggers that call the webhook later in the call, which also delays the pop-up in Sunwave. Expect blanks on early tests and check again with real calls after launch.

  2. CTM needs its own BAA

    Sunwave's agreement does not cover CallTrackingMetrics. CTM's own HIPAA article says HIPAA workflows need a BAA with CTM, a HIPAA-eligible plan and settings such as encrypted recording.

  3. The webhook URL carries your Sunwave keys

    Sunwave's setup puts its public and private keys in the CTM callback URL. Treat that URL like a password: keep it with your admin, not in shared documents or screenshots.

  4. Know which platform you are on

    Lightning Step's site now says it is part of Sunwave. Confirm which product, contract and BAA your account sits under before anything new is connected.

  5. No published route for web forms

    Without a documented method, the easy fallback is emailing form contents to admissions. Do not. Ask Sunwave for its supported route and use that.

Frequently asked questions

Yes, through CallTrackingMetrics. Sunwave documents a CTM integration in which CTM sends each call to a Sunwave webhook, staff accept it in Sunwave and a new Opportunity opens, with the campaign source mapped in Phone Setup.

Sources

Not legal advice. This page reports what the vendor publishes. Nothing here implies a partnership with Sunwave Health. Confirm plans and the BAA in writing with the vendor, and let your compliance lead or counsel decide what counts as PHI in your workflows. For the terms, see BAA, PHI, HIPAA and 42 CFR Part 2 in the glossary.

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