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Connect insurance checks and apply your business logic with Sohar Flows

Connect checks and apply your business logic with Rules within Flows.

Ashish Mandavia, MD

October 26, 2026

Patient access takes different paths. Some patients arrive with complete insurance details. Others need coverage discovered or more information collected before checks can continue.

Sohar Flows connects those steps into a reusable insurance workflow. Teams can define the sequence of checks, the conditions that determine the next step, and what happens when more information is needed.

One workflow with paths for different situations

A Flow defines the reusable process. A Run is an individual patient’s execution of that process, giving teams a way to track each patient through the same configured workflow.

Flow

Intake Flow

The reusable workflow definition

Runs · one per patient

RunPatient 1Complete

RunPatient 2Pending

RunPatient 3In progress

Run Discovery when insurance information is missing.
Proceed to Verification once coverage is found.
Add supported Network Status or Cost Estimate checks where appropriate.
Pause for missing information and resume when it arrives.

Example intake Flow

Step 1DiscoveryWhen insurance information is missing

Step 2VerificationOnce coverage is found

Step 3Network Status or Cost EstimateWhere appropriate

Information missing? The Run pauses for follow-up before continuing.Pending

Apply your business logic with Rules within Flows

Rules are a sub-function of Flows that applies customer-specific if/then business logic. Define conditions against Verification data and return tags when those conditions are met.

For example, your team could configure criteria for reviewing an HMO referral flag or a behavioral health benefit entity that requires additional attention.

Rule

WhenVerification data shows an HMO referral flag

ThenNeeds staff review

Verification details

Matched RulesNeeds staff review

Flag results that meet your team’s review criteria.
Use returned tags to support follow-up.
Review matched Rules in Verification details to see which criteria were applied.

Good to know

Your organization decides who manages Rules—such as intake, revenue cycle, or contract management teams. Authorized users can modify Rules in the dashboard; changes to the Flow itself are managed by Sohar.

Start and track each Run

Start a Run through the dashboard or API with inputs that match the selected Flow.
Retrieve status or receive webhook updates as the Run progresses.
Resume a pending Run when the required information arrives.

Template: New patient intake

Version selection identifies the workflow definition in use. CSV imports and exports extend configured Flows to patient-list processing. Available steps depend on the template and supported API versions.

Bring consistency to insurance workflows

Flows defines how checks move forward. Rules within Flows make your organization’s business logic repeatable, helping your team apply consistent criteria across results.