Pre-Signup Eligibility Check ("Discover")

Pre-Signup Eligibility Check (“Discover”)

Who this is for: support staff, PMs, sales/GTM, new hires.

The idea

Before a visitor commits to any specific service, they can use a short “Discover” flow to find out which benefits/services they might qualify for — without creating an account first. It’s a separate, earlier funnel from the per-service onboarding described in Onboarding & signup.

Step by step

1. Share — the visitor either uploads medical records/documents or selects from a list of conditions/tags that apply to them (or both).
2. Analyzing — the visitor’s uploaded files and selected conditions are sent to an AI-assisted analysis step (a server-to-server call using a pre-shared internal key, not the visitor’s own login) that reads the files/tags and figures out which service tags they match.
3. Results — the visitor sees a list of matching services/benefits, each showing which of their inputs matched, and can continue from there into that service’s own onboarding funnel.

What powers the matching

Each purchasable service can be tagged with the conditions/topics it’s relevant to. The Discover analysis step compares what the visitor shared against that tag list and returns the services whose tags matched. The tag list itself is dynamic — it’s fetched from the same source used to configure service tagging, not hardcoded in the page.

Open questions

• The exact AI model/method used to analyze uploaded medical records into matched condition tags was not confirmed beyond “an AI-assisted analysis step” — the specific reasoning/matching logic lives in a module not fully traced in this pass.
• Whether Discover results are saved to a visitor’s account once they sign up (so the same matches persist) or have to be re-run was not confirmed.

Where this comes from

• parkingmd-patient-portal/src/app/discover/ (page.tsx, DiscoverShareContent.tsx, analyzing/, results/)
• parkingmd-patient-portal/src/services/discovery.ts
• parkingmd-patient-portal/src/store/useDiscoveryStore.ts
• parkingmd-care-portal/src/app/api/discovery/analyze/route.ts, .../discovery/tags/route.ts
• parkingmd-care-portal/src/lib/ai/discovery-analysis.ts
• parkingmd-care-portal/src/lib/discovery/tags.ts