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Patient joining a virtual appointment from home on her laptop
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Roles
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FOR GROWTH & MARKETING

Turn more of the demand you already generate into booked appointments

Help patients find their coverage, understand what they may pay, and keep moving toward care. Sohar removes insurance friction from intake so more of your marketing investment becomes patient growth

96%
verification accuracy
15M+
eligibility requests a year
95%+
benefits accuracy
8x
ROI within twelve months
What Growth & Marketing leaders are up against

You paid to bring them in. Insurance sends them out

The campaign worked. The patient wants your care. Then intake asks them to find an insurance card, enter a member ID, or choose from a confusing list of payers. Every extra step creates another reason to leave

Patients want answers before they commit: Do you take my insurance? Is this visit covered? What will it cost? When those answers come too late, even a patient who is ready to book can disappear

A cheaper click is only useful if it leads to care. Insurance errors and unclear pricing can hold back conversion even when acquisition is performing well. Your team needs to see where patients stop, how many reach an appointment, and what that means for revenue

How Sohar helps Growth & Marketing teams

Insurance answers while patients are ready to book

01

Make insurance easier than finding the card

When coverage is found, patients can continue without entering a member ID or selecting the exact payer. Keep intake moving with fewer steps

02

Make pricing part of the conversation

Give patients a cost estimate to help them make an informed decision, with clarity on what’s included and why the final amount may differ

03

Recover patients blocked by an insurance error

Use Discovery after a failed request, then verify coverage found. Help patients move forward without restarting intake or calling your team

04

Build the experience patients expect

Bring insurance and cost information into your experience to reduce avoidable steps and keep patients engaged

05

Grow revenue from the demand you already have

Help more patients complete intake and book. Track the impact through completed visits and collections

Relevant solutions for Growth & Marketing

Where to start

01

Patient intake

Reduce insurance entry and answer coverage questions during registration, while the patient is ready to act

Dashboard
Network Status
Flows
Payers
Payer Status
Analytics
Create Verification
7c41e2a9
J. RIVERA
Summit BlueCare
complete.eligible
Oct 6, 3:44 PM
6b0f13d4
M. OKAFOR
Harbor Health Plan
complete.eligible
Oct 6, 3:44 PM
5e88a0c7
D. LINDQVIST
Summit BlueCare
pending
Oct 6, 3:44 PM
4a19c6f2
S. PATEL
Northfield Mutual
complete.eligible
Oct 6, 3:44 PM
3d2b7e55
A. MORENO
Harbor Health Plan
complete.ineligible
Oct 6, 3:44 PM
2c90f1b8
K. NAKAMURA
Summit BlueCare
complete.eligible
Oct 6, 3:44 PM
1f7a44c3
T. BECKER
Northfield Mutual
complete.eligible
Oct 6, 3:44 PM
02

Pricing transparency

Surface estimated patient responsibility before booking so cost uncertainty does not become another reason to leave

J. RIVERA
complete.eligible
Detail
Benefits
Network
Copay
Coins.
Deductible left
In Network
$30.00
20%
$850.00
Out of Network
–
50%
$2,000.00
Place of service
02 · Telehealth
Resolved in
7.3s
03

Failed request recovery

Look for coverage when insurance details are missing or a verification fails, then verify the result

No card needed
Discovery
Verified
Coverage found
Recovered after a failed request
Payer
Summit BlueCare
Matched from patient details
Member ID
•••• 4821
Network
In-network
Verified and ready to book
04

Network confirmation

Help patients understand whether their plan is in network before they complete a booking

Shown before booking
Patient estimate
Verified
You owe $30
Therapy visit · In person
Estimate
$30.00
Copay applied, deductible met
Network
In-network
Coinsurance
0%
Customer stories for Growth & Marketing

Results from teams like yours

Patient booking care on her phone at home
Talkiatry

By reducing insurance friction during intake, Sohar helps more patients progress to booking. Fewer requests for insurance details, fewer input errors, and clearer coverage and cost information make it easier to take the next step. An 18% uplift means 18% more conversions relative to the starting rate. For illustration, a 20% booking conversion rate would become 23.6%. Outcomes vary with the intake journey, payer mix, network participation, and appointment availability

Read case study

Frequently asked questions

How does better insurance intake improve marketing performance?

It helps more of the patients you already reach complete a booking. At the same acquisition spend, more conversions mean a lower acquisition cost per booked patient. Track cost per attended first visit as well, so the improvement reflects patients reaching care rather than bookings alone.

How does conversion uplift translate into top-line revenue?

More bookings create an opportunity for more attended visits and ongoing care. For illustration, 1,000 monthly bookings would become 1,180 with an 18% relative uplift. To estimate the revenue opportunity, multiply the 180 additional bookings by your attendance rate and average collected revenue per new patient over a defined period. This is an illustrative calculation; actual growth depends on capacity, attendance, payer mix, and retention.

Can patients really continue without their insurance card?

When Discovery finds coverage from their demographics, patients can avoid entering their member ID. If no match is found, your intake flow can ask for the missing insurance details. A missing match should not automatically be treated as proof that a patient is uninsured.

Can we show the price before the patient books?

Sohar's Cost Estimate uses benefit information and your contracted rate for the service to estimate patient responsibility. Your team decides where to display it and how to explain it. The estimate supports an informed choice; the final amount depends on payer data and claim processing.

Does this work within our existing intake experience?

Yes. Sohar's APIs let your product and engineering teams bring insurance requests and estimates into the journey you already own. Together, define when requests run, what patients see, and how they continue if more information is needed or a payer response is delayed.

How should we measure the impact?

Compare a defined cohort or run an A/B test with a consistent conversion definition. Track progression through insurance entry, coverage confirmation, cost display, booking, and the first attended visit. Review results by acquisition channel and payer mix. Measure cost estimate display and accuracy together, and distinguish patients lost to insurance friction from those who cannot find an available provider.

How many patients are you losing at the insurance step?

Bring your intake flow and conversion baseline. We'll help you identify where coverage and cost uncertainty interrupt booking, and how to test the opportunity