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Insurance discovery is the process of searching for a patient’s coverage when their member ID and payer are not known. There are a number of use cases for insurance discovery, including:
  • increasing conversion during patient intake
  • searching for a patient’s coverage if the information they provide is inaccurate
  • searching for a patient’s coverage when they change insurance plans
The Create Discovery API endpoint details the required parameters for initiating an insurance discovery request with Sohar. The Get Discovery API endpoint details the values that are returned if an insurance discovery request is successful. These values can be used with the Create Verification API endpoint to determine eligibility and retrieve benefits information.

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Sandbox Values

Use the following values for the state parameter of the Create Discovery API endpoint to return the corresponding values for memberId and payerId. You must use credentials for the sandbox environment to create sandbox requests.