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.

Webhooks

The Sohar service operates asynchronously, utilizing webhooks to facilitate real-time interactions. We use Svix to send webhook events; for more information please refer to their documentation.

This section provides detailed information about the webhooks triggered by specific events. Webhooks can be configured in the Sohar dashboard.

Events

discovery.updated

Occurs whenever a discovery request is updated.

sandbox.discovery.updated

Occurs whenever a sandbox discovery request is updated.

Attributes

{
	"status": "complete",
	"discoveryId": "fb701ac1-1246-4860-b1ec-bd916b97a990"
}
status
string
required

The status of the discovery request. Possible values: complete, pending

discoveryId
string
required

The Sohar ID for the discovery.

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 your sandbox API key to create sandbox requests.

StatePayer IDMember ID
CA6005400000000
DE6005400000001
FL6005410000000
GA6005410000001
IL6005410000002
KYOSCAR00000000
MA0611100000000
OHnullnull
NY6230800000000
TX8498000000000