How to Connect & Use Wave Financial with YourMedSoft
Complete step-by-step guide to integrate Wave Financial with YourMedSoft. Learn how to connect Wave Financial, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
To connect Wave Financial to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Wave Financial, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull facility client accounts & payment statuses into Invoicing & Billing (/portal/invoicing), push facility billing invoices & line items out to Wave Financial, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Wave Financial (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Wave Financial are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- FLSA & Department of Labor Compliance: Overtime thresholds (daily >8 hrs in CA/NV/AK and weekly >40 hrs federal) and shift differentials are validated prior to payroll batch transmission to prevent wage and hour violations.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Wave Financial
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Wave Financial" or filter by the "Accounting & Billing" category pill.
Connect Wave Financial (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Wave Financial admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Wave Financial token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Wave Financial subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Wave Financial Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Wave Financial" to pull facility client accounts & payment statuses via API, or use "Upload CSV / JSON File into Client Facilities & Invoice Payments" to batch-import records directly into Invoicing & Billing (/portal/invoicing).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Wave Financial Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Invoicing & Billing). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Wave Financial.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Invoicing & Billing at /portal/invoicing). Select your active billing cycle or pay period, review the live record counts (Approved Facility Invoices), and click "Export to Wave Financial" for direct API transmission or "Download CSV Batch" for manual upload into Wave Financial.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Invoicing & Billing (/portal/invoicing) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Wave Financial plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Wave Financial shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Wave Financial was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Wave Financial > "Manage Data & Sync" > "API Key" tab, paste your Wave Financial token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Wave Financial
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Wave Financial, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Wave Financial.
Issue: Where do my imported records from Wave Financial appear?
Operational Resolution: Imported records from Wave Financial are saved directly into Client Facilities & Invoice Payments. Click the "Invoicing & Billing" link inside the "Import (Data In)" tab or navigate to /portal/invoicing in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Wave Financial?
As soon as you click Connect, YourMedSoft pins Wave Financial to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Invoicing & Billing (/portal/invoicing), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Wave Financial?
In the Wave Financial Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Invoicing & Billing): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push approved facility invoices or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Wave Financial?
The two-way integration handles: (1) Inbound (Data In): Synchronizes facility client accounts & payment statuses from Wave Financial into Invoicing & Billing without manual transcription. -> routed to Invoicing & Billing (/portal/invoicing). (2) Outbound (Data Out): Push facility invoices and customer balances to Wave -> sourced from Approved Facility Invoices.
Does connecting Wave Financial incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Wave Financial API key or use free CSV Batch / Sandbox Mode.
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