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Case Study

Increasing Cost Estimate Accuracy by 25%: How Sohar helped Mindful Health Solutions Improve Upfront Payment Collections Across Three States

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Client Overview

Mindful Health Solutions (MHS) is a leading behavioral health group with clinics across California, Texas, Georgia, and Washington. Offering services like psychotherapy, transcranial magnetic stimulation (TMS), and esketamine, MHS manages over 16,000 patient appointments monthly across a diverse payer landscape.

Industry: Psychotherapy and psychiatry provider

230
Employees
2007
Founded
PE-backed
Funding

Results

With Sohar’s verification solution, Mindful Health Solutions moved from fragmented eligibility processes, via Waystar and Phreesia, to a unified, intelligent verification layer.

By embedding claims-informed data into their intake systems, the Mindful Health Solutions team now provide patients with accurate cost estimates upfront — reducing surprise bills, improving payer response consistency, and enhancing the overall patient experience.

By the Numbers

94%
Automation rate of eligibility checks
1000
Manual checks per week eliminated
95%
Accuracy of Member Obligation Estimates
25%
Increase in accuracy of benefits checks

Challenge

Despite using tools like Phreesia and NextGen, Mindful Health Solutions faced persistent issues in surfacing accurate eligibility data. Critical information such as copays, deductibles, and payer carve-outs was often unreliable — resulting in front-office teams bearing the burden of manual checks and post-visit financial follow-up.

Baseline data from July 2024 revealed an eligibility accuracy rate as low as 72%, with downstream effects on claim denials, patient transparency, and administrative workload. The organization needed a scalable solution to improve both accuracy and operational reliability across its multi-state footprint.

Solution

In our conversations with the Talkiatry team, it became clear that the right solution to their problems would not just create efficiencies in their front-end RCM process, but must also reduce costs and positively affect the patient experience.

Legacy EHR integrations often fall short when it comes to payer-specific eligibility logic, Sohar was able to wrap around our tech stack without forcing major changes. That flexibility, combined with the accuracy of the data, has helped us scale our operations while staying focused on patient care. Sohar’s solution supports our model of modern, scalable behavioral care.
Justin Hake
VP, Operations

Objectives

Reduce dependency on manual eligibility checks for high-volume appointments

Improve the accuracy of patient-facing financial data during intake

Lower operational burden on front-office staff while improving billing transparency

Pain Points

Phreesia and NextGen lacked accurate TPA, carve-out, and network status visibility
Medicare Advantage and commercial payer logic inconsistently surfaced
Manual checks strained bandwidth of intake teams and introduced revenue risk

Implications

High rate of claim denials linked to inaccurate front-end eligibility data.
Inefficiencies in pre-collections due to incorrect or incomplete copay/deductible details, and operational complexity across multiple systems

Key Products Leveraged

To meet the brief, we suggested our Verification product from our Insurance Intake suite of products.

Verification

Reveals whether a patient is eligible for services and verifies the nature of their benefits.

Implementation

Sohar worked closely with Mindful Health Solutions team across RCM, operations, and IT to roll out a clean integration path.

  • API credentials were issued and implemented alongside sandbox testing
  • Historical claims analyzed to benchmark initial accuracy (72%)
  • Daily eligibility exports were piloted from Oakland and Seattle locations
  • Adjustments were made per payer based on downstream audit findings

By mid-2025, verification accuracy had stabilized at 90%, a result of continuous claims-informed tuning and automation improvements.

Solution

Sohar partnered with Mindful Health Solution to implement its Eligibility Verification product through a structured, API-led integration.

This included:Sohar collaborated directly with MHS’s offshore IT and RCM teams to embed eligibility into their intake systems without disrupting existing tools like NextGen or Waystar.

  • A dedicated sandbox and secure credentialing for testing
  • Custom workflows aligned with front-office timing (3-day pre-check window)
  • Claims-informed validation to improve copay and coinsurance accuracy
  • CSV-based daily exports to support real-time intake operations

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