01
Insurance Discovery
Identifying a patient's active coverage from minimal intake data — name, date of birth, state or ZIP, and an NPI — without asking the patient for a card.
Mapped capabilities
4 capabilities
Coverage identification from minimal fields
Returns payer and member identifiers when the supplied name/DOB/state/NPI combination is sufficient.
Insufficient or ambiguous input handling
Names the missing required field or the ambiguity rather than guessing a payer or member ID.
No-coverage-found outcomes
Distinguishes 'no active coverage located' from an error or a partial match, consistent with a partial success rate.
Multiple candidate matches
Surfaces competing coverage candidates instead of silently selecting one.
Illustrative example
- Input
- Run a Discovery check for patient "J. Rivera" in Texas with NPI 1234567890. Date of birth is not available. Return the patient's active insurance coverage.
- Expected behavior
- Does not return a coverage result. States that date of birth is a required input for Discovery and that the check cannot run without it, rather than inferring a payer or member ID from the partial identifiers.