# Introducing Agentic Discovery

> You can now find a patient's insurance coverage and benefits in one click using Agentic Discovery.

Published Sep 9, 2026

Product: Eligibility checks

You can now find a patient's insurance coverage and benefits in one click using [Agentic Discovery](https://www.stedi.com/docs/healthcare/send-eligibility-checks-ui#agentic-discovery-recommended).

[Watch the video](https://www.stedi.com/blog/media/introducing-agentic-discovery/agentic-discovery.mp4)

Agentic Discovery combines eligibility checks, automated check recovery, and insurance discovery into a single, automated workflow.

With Agentic Discovery, you start by entering the data you have about a patient, such as name, date of birth, and – if you know it – the payer ID. The agent runs an eligibility check. If the check succeeds, the agent stops. If the check fails, the agent tries to recover it using Stedi's best practices. For example, the agent may try follow-up eligibility checks with variations of the patient's name.

If recovery fails, the agent then runs an insurance discovery check. Insurance discovery checks can find coverage based on limited information, even if the original eligibility check had missing or incorrect information.

Previously, you had to manually sequence and run each of these steps separately.

Agentic Discovery is now the default way to run eligibility checks in the Stedi portal. It also replaces the previous iteration of eligibility check recovery in the [Stedi Agent](https://www.stedi.com/docs/healthcare/stedi-agent). The **Resolve with Stedi Agent** option is still there, but it now runs the more complete Agentic Discovery check instead.

**Watch the 2026 Stedi Keynote announcement:**

[Introducing Agentic Discovery - 2026 Stedi Keynote](https://www.youtube.com/watch?v=3Qa-TwBJlv8)

## How to run an Agentic Discovery check

You can start an Agentic Discovery check from the Stedi portal in three ways:

- Click **\+ New eligibility check** in the checks view, fill out the form, then under **Run as**, click **Agentic Discovery**.
- Select **Agentic Discovery** on the Stedi Agent's **Chats** page.
- Click **Launch Agentic Discovery** for failed eligibility checks in the checks view.

The last two options open a form in the Stedi Agent. To run an Agentic Discovery check, enter or change the patient, provider, and payer details, then click **Submit**.

To run a standard eligibility check without Agentic Discovery, click **\+ New eligibility check**, fill out the form, then under **Run as**, click **Single eligibility check**.

## What data do I need to run an Agentic Discovery check?

You only need to provide:

- The patient's first name
- The patient's last name
- The patient's date of birth, member ID, or Social Security Number (SSN)
- The provider's NPI

We recommend you include as much information as you have, such as the state of the patient's address. Additional information increases the chances of finding active coverage.

If you don't provide a date of service, the check defaults to today's date. If you don't provide a Service Type Code (STC), the check defaults to `30` (Health Benefit Plan Coverage).

If you don't provide a payer, the agent runs an insurance discovery check using the patient's information.

[Transaction enrollment](https://www.stedi.com/docs/healthcare/transaction-enrollment) with the Stedi insurance discovery payer (payer ID: [DISCOVERY](https://www.stedi.com/healthcare/network?page=0&search=disco&entry=UQKWC)) isn't required, but we strongly recommend it. Enrollment lets Stedi run [Medicare Beneficiary Identifier (MBI) lookups](https://www.stedi.com/docs/healthcare/mbi-lookup) as part of insurance discovery checks, which can improve results.

## Availability and pricing

Agentic Discovery is available for all Stedi production accounts.

Agentic Discovery checks are priced per agent run. You won't be billed separately for underlying eligibility or insurance discovery checks the agent uses. For pricing, see our [Pricing page](https://www.stedi.com/pricing).

Agentic Discovery isn't available in test mode or sandbox accounts. In test mode, use the standard eligibility check form to run [mock eligibility checks](https://www.stedi.com/docs/healthcare/api-reference/mock-requests-eligibility-checks).

For more details, see our [announcement blog](https://www.stedi.com/blog/introducing-agentic-discovery).