Creating a funding estimate

The funding estimate process enables two key functions:

• Clients can estimate their out-of-pocket expenses before booking an appointment.
• Healthcare providers can confirm funding and calculate gap payments after a service has been completed.

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Create a Health Fund Card

The first step in the funding estimate process is to create a digital representation of the patient’s health fund card. This digital card serves as the foundation for all subsequent funding-related operations. The health fund card creation process requires specific member information to ensure accurate coverage verification. To create a health fund card, make a POST request to the Health Fund Cards endpoint. The system will validate the provided information and create a secure digital representation of the health fund card. Upon successful creation, you’ll receive a unique identifier that you’ll need for subsequent quote requests.

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Submit Quote Request

Once you have created the health fund card, you can proceed with submitting a quote request. This step involves providing detailed information about the services being claimed and the patient’s context. The quote request will return coverage details and estimated out-of-pocket expenses. To submit a quote request, make a request to the Funding Estimate endpoint.

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Next Steps

For complete API documentation, visit the Funding API Reference.