# Prepare Claim.MD Payer Discovery

> Perform Prepare Claim.MD Payer Discovery through Consignment Intake.

Source: [https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_payer_discovery](https://genhealth.ai/docs/workflows/integrations/consignment-intake/prepare_consignment_claimmd_payer_discovery)

Integration: [Consignment Intake](https://genhealth.ai/docs/workflows/integrations/consignment-intake.md)

- Handler: `prepare_consignment_claimmd_payer_discovery`

## Inputs

- `patient_data` — Patient Data (json, required)
  Required JSON value.
- `policy_data` — Policy Data (json, required)
  Required JSON value.
- `policyholder_name` — Policyholder Name (expression)
  Optional literal value or workflow expression.
- `policyholder_date_of_birth` — Policyholder Date Of Birth (expression)
  Optional literal value or workflow expression.
- `policyholder_relationship` — Policyholder Relationship (expression)
  Optional literal value or workflow expression.
- `patient_state` — Patient State (expression)
  Optional literal value or workflow expression.
- `encounter_date` — Encounter Date (expression, required)
  Required literal value or workflow expression.
- `as_of_date` — As Of Date (expression)
  Optional literal value or workflow expression.

## Outputs

- `success` — Success
- `should_probe` — Should Probe
- `reason` — Reason
- `eligibility_reason` — Eligibility Reason
- `payer_search_name` — Payer Search Name
- `member_id` — Member Id
- `insured_first_name` — Insured First Name
- `insured_last_name` — Insured Last Name
- `insured_date_of_birth` — Insured Date Of Birth
- `patient_relationship` — Patient Relationship
- `patient_first_name` — Patient First Name
- `patient_last_name` — Patient Last Name
- `patient_date_of_birth` — Patient Date Of Birth
- `service_date` — Service Date
- `error` — Error

Output schema completeness: `best_effort_declared`

## Safety

- External effect: `write`
- Confirmation recommended: no
- Retry safe: no
- Dry run supported: no

## Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

### Input schema

```json
{
  "type": "object",
  "required": [
    "patient_data",
    "policy_data",
    "encounter_date"
  ],
  "properties": {
    "as_of_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policy_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_data": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "patient_state": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "encounter_date": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_relationship": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "policyholder_date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}
```

### Output schema

```json
{
  "type": "object",
  "properties": {
    "error": {},
    "reason": {},
    "success": {},
    "member_id": {},
    "service_date": {},
    "should_probe": {},
    "insured_last_name": {},
    "patient_last_name": {},
    "payer_search_name": {},
    "eligibility_reason": {},
    "insured_first_name": {},
    "patient_first_name": {},
    "patient_relationship": {},
    "insured_date_of_birth": {},
    "patient_date_of_birth": {}
  },
  "additionalProperties": true
}
```
