
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
Insurance answers while patients are ready to book
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
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
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
Build the experience patients expect
Bring insurance and cost information into your experience to reduce avoidable steps and keep patients engaged
Grow revenue from the demand you already have
Help more patients complete intake and book. Track the impact through completed visits and collections
Where to start
Patient intake
Reduce insurance entry and answer coverage questions during registration, while the patient is ready to act
Pricing transparency
Surface estimated patient responsibility before booking so cost uncertainty does not become another reason to leave
Failed request recovery
Look for coverage when insurance details are missing or a verification fails, then verify the result
Network confirmation
Help patients understand whether their plan is in network before they complete a booking
Results from teams like yours


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
Frequently asked questions
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