Platform

Discovery

Find the coverage before the patient ever has to

Finds active insurance using only demographics — no card, no member ID, even when a patient believes they're uninsured

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Live at intake

Sohar result

Discovery

Coverage found

Card on file

None

Plan status

Unknown

Payer

Found

96%

verification accuracy

15M+

eligibility requests a year

95%+

benefits accuracy

ROI within twelve months

Where it fits

Find it first. Then verify it

Discovery is the entry point. It runs first, finds coverage when it isn't known, and passes the result directly into Verification for a full eligibility and benefits request — one continuous flow, not two separate lookups

Discovery

You are here

Finds coverage when it’s unknown

Verification

Confirms eligibility and pulls precise benefits

Network Status

In-network or out, from Verification’s data

Cost Estimate

Patient cost before the visit, built on the same data

The business problem

Self-pay is often a data gap

56%

of commercial requests, and about 78% of Medicare and Medicaid requests, come back with coverage the patient didn’t report

Commercial

~55%

Medicare and Medicaid

~78%

No card

Patients show up with no card, outdated information, or believing they’re uninsured

Insurance card

Not provided

Missing

Member ID

Outdated

Missing

Self-pay

That coverage doesn’t disappear. It goes undetected and gets misclassified as self-pay

Presents as self-pay

Coverage goes undetected

Misclassified

The outcome

From self-pay to covered

Patient checking in at a clinic front desk

Answered before the visit

Before

A patient presents as self-pay or uninsured. Revenue that should be captured gets missed, and it isn’t caught until much later, if at all

With Sohar

After

Discovery runs automatically at intake or when coverage lapses — finding accurate coverage the patient didn't know to report and feeding it straight into Verification

Core capabilities

No card. No member ID. No problem

No card required

Identifies coverage from demographics alone

Searches by

Name

Searches by

DOB

Not needed

Card

Catches what’s missed

Surfaces new or updated coverage after a lapse and reduces self-pay misclassification

New coverage found

After a lapse

Found

Self-pay flag

Reclassified

Cleared

Runs automatically

At intake, or when previous coverage lapses

At intake

Or after a lapse

Discovery runs

Feeds directly into Verification

One continuous flow, no manual re-entry

Payer

Member ID

Plan details

Into Verification

Customer proof

More patients in. Fewer hours spent

Customer result

18%

Integrated Verification and Discovery into its intake workflow — achieved an 18% increase in patient conversion

Customer result

1,000hrs

Integrated Discovery, Verification, and Network Status into its intake flow — achieved a 1,000-hour reduction in manual operations work

Security

Built for sensitive data

Security your IT team will ask about, answered before they ask

SOC 2 Type II

Independently audited security controls

HIPAA compliant

Built to protect patient health information

BAAs signed

Business associate agreements in place

Discovery

Frequently Asked Questions

What if the patient has no insurance card at all?

Discovery doesn’t need one. It runs on demographic data alone (name, date of birth, and state) to search for active coverage across payers.

How is Discovery different from Verification?

Discovery answers whether a patient has coverage and with whom. Verification then confirms eligibility and pulls exact benefit details once a payer is identified. Discovery typically runs first; Verification follows.

Does Discovery replace asking patients for their insurance information?

No. It’s a safety net. It catches cases where information is missing, outdated, or the patient believes they’re uninsured, so coverage isn’t missed and revenue isn’t left on the table.

How often does Discovery find coverage patients didn’t report?

Roughly 55% of commercial requests and 78% of Medicare and Medicaid requests return active coverage, a meaningful share of patients presenting as self-pay or with lapsed records.

What happens after Discovery finds a match?

The result flows directly into Verification, so the same patient record moves from coverage discovery to a full eligibility and benefits request without manual re-entry.

How fast is a Discovery request?

P95 response time is 12 seconds — fast enough to run at intake or re-registration without slowing down the front desk.

Ready to stop missing coverage you already have?

Show us where coverage questions, manual work, or cost uncertainty slow down intake. We’ll show you how Sohar can help your team get answers earlier and move more patients into care

Book a Demo