At Sohar, we understand that implementing a new solution into a healthcare provider's workflow isn't just about technology—it's about people, processes, and ensuring that every client feels supported every step of the way. Our approach to client onboarding is hands-on and tailored to meet the unique needs of each organization. Whether it's technical integration, operational management, or ensuring full team education on how to leverage our platform for maximum impact, we work closely with our clients to ensure they can fully benefit from Sohar’s powerful payer intelligence solution.

“Our goal is to ensure all teams are aligned on the big picture and ready to work together toward a smooth implementation.”

The Goal: Tailored Success for Every Customer

Every healthcare provider has different goals, pain points, and needs. Some are looking to reduce claim denials, while others may want to streamline their revenue cycle management or better understand the intricacies of insurance carve-outs. Sohar’s goal is to support each client in achieving their unique objectives, and we achieve that by customizing the onboarding process to fit their specific requirements.

Here’s how we do it:

Kickoff Call: Setting Expectations and Defining Success

The journey begins with a kickoff call, where we introduce our team and lay the foundation for a successful partnership. During this call, we:

  • Introduce key project stakeholders from both Sohar and the client side.
  • Provide an overview of Sohar's solution, its capabilities, and the expected benefits.
  • Discuss key metrics that define a successful implementation, such as reduced denial rates, improved claim submission accuracy, or increased operational efficiency.
  • Establish timelines based on the client’s specific needs, goals, and organizational size. Every implementation plan is unique—whether the client is a small practice, a large multi-location provider, or an organization at a particular stage in their growth.

Our goal here is to ensure both teams are aligned on the big picture and ready to work together toward a smooth implementation process.

Implementation Plan: Customizing for Success

After the initial kickoff call, we collaborate closely with our clients to create a personalized implementation plan. This plan is flexible and adjusts based on the client's current needs, operational maturity, and overall objectives.

For some clients, the priority may be API integration—ensuring that Sohar seamlessly connects to their existing systems, such as electronic health records (EHR) or revenue cycle management (RCM) software. For others, the focus may be on training teams to troubleshoot common issues or improving operational workflows.

No matter the use case, Sohar ensures that the implementation plan includes:

  • A clear timeline for completion
  • Defined milestones for measuring progress
  • Regular communication points for troubleshooting, support, and feedback
“We make sure that every team member feels comfortable with the platform, confident in its capabilities, and fully prepared to leverage it as part of their daily operations.”

Technical Integration: Working with IT for Seamless API Implementation

Sohar's solution is designed to integrate smoothly with a provider’s existing infrastructure. Our technical team works directly with the client’s engineering team to ensure the API integration process is as seamless as possible. This collaboration is essential for ensuring that the platform can access and interact with the client’s data accurately and efficiently.

During this phase, we focus on:

  • Addressing potential technical challenges upfront, from data security concerns to system compatibility.
  • Ensuring API integration is fully operational, allowing real-time updates and smooth data flow between Sohar and the client’s systems.
  • Providing troubleshooting and support if any issues arise during the integration process.

The key here is to ensure that the technology works behind the scenes to make the day-to-day operations run smoothly—without disrupting existing workflows.

Training and Education: Empowering the Client's RCM and Operations Teams

Once the technical integration is complete, Sohar turns focus to training and education. It’s not enough for the technology to work; we want the client’s team to be fully equipped to use it effectively.

We work with RCM (Revenue Cycle Management) and operations teams to provide:

  • Comprehensive training on how to use Sohar’s platform for carve-out identification, verification, and payer intelligence.
  • Troubleshooting sessions to ensure that the team can address common issues independently, such as identifying and resolving errors or claim denials.
  • Best practices for maximizing Sohar’s capabilities, from understanding payer networks to tracking trends and improving operational efficiencies.

Our goal is to make sure that every team member feels comfortable with the platform, confident in its capabilities, and fully prepared to leverage it as part of their daily operations.

Check-ins: Early Engagement and Continuous Improvement

During the first month of the onboarding process, we establish a cadence of weekly check-ins to ensure that everything is progressing smoothly. These sessions serve as opportunities to:

  • Report trends we’re seeing within the client’s data, such as error rates, denial rates, and claims patterns.
  • Identify areas for improvement, whether it's optimizing the use of Sohar's features or addressing potential process bottlenecks.
  • Provide additional support for any issues that arise, making sure the client is comfortable with how the platform is functioning.

These check-ins are a critical part of the process, providing a structured way to evaluate how things are going and adjust as needed. It also allows the client to ask any questions and get real-time feedback on their progress.

After the first month, once the technical integration is complete and the client feels confident in using the platform, the check-ins often move to a monthly schedule. Over the next few months, we continue to monitor performance, track improvements, and provide insights into how the client can get even more value from Sohar.

The monthly check-ins typically focus on:

  • Reviewing the client’s use of the platform and identifying any new trends or insights.
  • Troubleshooting any new issues that arise as the client scales their use of Sohar.
  • Fine-tuning the implementation to make sure everything is running optimally.

After about three months of monthly check-ins, and once the client is fully comfortable and operational, we transition to quarterly check-ins to maintain a long-term relationship and ensure continued success.

Ongoing Support: Always Here for Our Clients

Even after the onboarding process is complete, Sohar is committed to ongoing support. We’re always available for troubleshooting, answering questions, and ensuring that clients continue to benefit from the latest updates and features.

A Partnership for Long-Term Success

At Sohar, we’re not just a software vendor—we’re a partner in the success of our clients. From the initial kickoff to ongoing check-ins, our hands-on onboarding approach ensures that every client gets the most out of our platform. We’re with you every step of the way, helping you streamline your operations, reduce claim denials, and improve your bottom line. By working in close collaboration with each client, Sohar is building lasting relationships and helping healthcare providers tackle the complex world of insurance carve-outs with confidence.

If you’re interested in learning more about how we partner with clients or have specific implementation questions we can address, book time to speak with an expert or check out a demo.

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