Introducing the Stedi Agent

Update (September 2026): We updated this post for Agentic Discovery, which replaces the eligibility check recovery it originally described.

Now available in the Stedi portal, the Stedi Agent brings AI-powered automation to healthcare clearinghouse workflows, beginning with eligibility check recovery.

Most failed eligibility checks are recoverable. Common causes include mismatched patient details, an incorrect payer ID, or a temporary outage on the payer’s side. In most cases, these errors have clear, automatable recovery steps.

Now, the Stedi Agent can run those steps for you.

In the Stedi portal, a Launch Agentic Discovery option appears next to each failed eligibility check. You can watch the agent work – step by step, in real time.

How it works

The agent starts by rerunning the eligibility check. It uses Stedi’s best practices for the error type.

For mismatched patient details, the agent might try different combinations of patient data or adjust name formats.

If recovery fails, the agent then runs an insurance discovery check. Insurance discovery can find coverage using only the patient’s demographic information, like name and date of birth.

The agent can make API calls to the Real-Time Eligibility Check JSON and Search Payers endpoints.  

Each check the agent runs appears in real time. The agent only uses data from the check it's running on.

Security

The Stedi Agent is hosted on Stedi's HIPAA-compliant infrastructure, which runs completely on AWS. The agent uses Stedi's existing security model, including role-based access control (RBAC) and support for multi-factor authentication (MFA). You must have the Operator role or above to use the agent.

The agent only accesses data from the check it's working on. It can’t access data from other checks, customers, or systems.

Pricing

Agentic Discovery checks are priced per agent run and require a production account. You won’t be billed separately for the eligibility or insurance discovery checks the agent runs.

For current rates, see our Pricing page.

Try it out

The Stedi Agent is available now. Look for the Launch Agentic Discovery option next to failed eligibility checks.

If you’re not a Stedi customer, request a trial. Most teams are up and running in less than a day.