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© 2026 Medera Inc. All rights reserved.

HIPAASOC 2Vanta

The intelligence layer for behavioral health

From intake to prior auth — fully automated.

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HIPAA
SOC 2
Vanta
AMI PREVALENCELowHigh

Mental Health in America

Over 170 million Americans live in federally designated mental health shortage areas.

61.5M
adults affected annually

Mental Health in America

THE LANDSCAPE
“

Here’s How Medera AI Works

Hint: It’s incredibly easy!

Step 01: Set Up Your Practice in 90 Seconds

Pick your practice type, connect your EHR with one click, and Medera auto-configures agents, compliance, and voice settings through a 12-step provisioning engine.

Multiple practice typesEHR integrationsHIPAA + SOC 2

Step 02: Personalized Clinical Workflows, Automatically

Medera auto-detects your existing infrastructure and tailors AI agents to your specific clinical use cases — from intake screening to post-visit documentation — so every workflow fits the way your practice actually operates.

Auto-configured workflowsSpecialty-aware AIFits your infrastructure

Step 03: Deploy Your AI Agents Across Every Touchpoint

Once configured, your full agent fleet runs autonomously — the Intake Agent handles calls 24/7 with PHQ-9/GAD-7 screening, the Co-Therapy Agent detects DSM-5 patterns in real time during sessions, the Visit Scribe generates SOAP notes with ICD-10/CPT codes, the Prior Auth Agent submits X12 278 requests to payers, and the Care Coordination Agent orchestrates referrals and follow-ups across providers.

Intake AgentCo-Therapy AgentVisit ScribePrior Auth AgentCare Coordination Agent
70%
Less documentation time
240h
Saved per clinician / year
42%
Fewer claim denials
3–4x
Better symptom outcomes

Reclaim Time. Improve Outcomes.

Behavioral health clinicians lose 35% of their time to admin. Medera's AI agents handle documentation, prior auth, and care coordination — so your team can focus on patients.

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HIPAA CompliantSOC 2 Type IIBAA AvailableFHIR R4
YOUR AI WORKFORCE

8 Specialized Agents.
One Unified Platform.

Each agent is purpose-built for a specific clinical workflow — from the first phone call to post-visit coordination.

📞
Intelligent Intake

Intake Agent

Manages inbound calls around the clock with natural voice interaction. Performs identity verification, administers validated behavioral health assessments, confirms insurance eligibility, and books appointments — all within a single conversation.

24/7 Voice IntakeIdentity VerificationBehavioral ScreeningInsurance EligibilityAppointment Scheduling
📝
Clinical Documentation

Visit Scribe

Produces structured clinical notes in real time during sessions, complete with diagnostic and procedural coding suggestions. Synchronizes finalized documentation directly to the electronic health record.

Real-Time SOAP NotesDiagnostic CodingProcedure CodingEHR Synchronization
🧠
Multimodal Session Intelligence

Co-Therapy

Monitors facial and vocal biomarkers across neurobehavioral constructs throughout clinical sessions. Quantifies physiological indicators to support measurement-based care and longitudinal outcome tracking.

Multimodal BiomarkersNeurobehavioral ConstructsPhysiological MonitoringOutcome Measurement
🚨
Clinical Triage

Triage

Classifies patient urgency through structured acuity assessment, identifies clinical red flags and crisis indicators, and routes cases to the appropriate level of care with automated escalation protocols.

Acuity ClassificationRed Flag DetectionCrisis EscalationCare Routing
📋
Prior Authorization

Auth Agent

Generates authorization requests automatically by matching clinical documentation against payer-specific criteria. Submits through electronic, portal, or fax channels and manages the appeal lifecycle.

Auto-Generated RequestsPayer Criteria MatchingMulti-Channel SubmissionAppeal Management
🤝
Care Coordination

Care Agent

Orchestrates post-visit workflows including referrals, follow-up scheduling, prescription coordination, and lab orders. Maintains care continuity across providers and care settings.

Referral OrchestrationFollow-Up SchedulingMedication CoordinationLab Order Tracking
🔗
Referral Management

Referral Agent

Identifies specialty requirements, searches in-network providers across jurisdictions, manages the multi-state referral workflow end-to-end, and tracks referral completion with automated status updates.

Provider Network SearchMulti-State WorkflowsSpecialty MatchingCompletion Tracking
📚
Clinical Knowledge Engine

Clinical RAG

Performs hybrid semantic retrieval across medical ontologies, drug interaction databases, and clinical practice guidelines. Surfaces evidence-based citations to support clinical decision-making at the point of care.

Semantic RetrievalOntology SearchInteraction CheckingGuideline Citations
COMPLIANCE & SECURITY

Built for Healthcare.
Secured Like a Vault.

Every layer of Medera is designed around HIPAA, SOC 2, and 42 CFR Part 2 from day one — not bolted on after the fact.

🔒§164.312

HIPAA Compliant

End-to-end PHI encryption (AES-256-GCM), purpose-based access control, and 6-year audit trail retention.

🛡️Verified

SOC 2 Type II

Continuous monitoring, penetration testing, and verified security controls across all infrastructure.

📋SUD Protected

42 CFR Part 2

Substance use disorder data handled with explicit consent, re-disclosure notices, and additional access restrictions.

🏥On Request

BAA Available

Business Associate Agreements executed before any PHI processing. Covers all sub-processors and cloud services.

🔐Multi-tenant

Row-Level Security

PostgreSQL RLS on all 42+ tenant-scoped tables. Every query is automatically filtered to the authenticated organization.

📊Tamper-proof

Immutable Audit Logs

Merkle-tree integrity verification, WORM-compatible storage, and PHI access logging for every data touchpoint.

INTEGRATIONS

Connects to Everything
You Already Use

One-click EHR connections with FHIR R4 as the backbone. No custom engineering, no data silos.

MeetGoogle Meet
EpicEpic
OracleHealthOracle Health
athenahealthathenahealth
AllscriptsVeradigmAllscripts / Veradigm
stripeStripe
aystarWaystar
InstaMedInstaMed
zoomZoom Healthcare
doxy.meDoxy.me
TwilioVideoTwilio Video
31GoogleCalendarGoogle Calendar
OutlookMicrosoft Outlook
MeetGoogle Meet
EpicEpic
OracleHealthOracle Health
athenahealthathenahealth
AllscriptsVeradigmAllscripts / Veradigm
stripeStripe
aystarWaystar
InstaMedInstaMed
zoomZoom Healthcare
doxy.meDoxy.me
TwilioVideoTwilio Video
31GoogleCalendarGoogle Calendar
OutlookMicrosoft Outlook
MeetGoogle Meet
EpicEpic
OracleHealthOracle Health
athenahealthathenahealth
AllscriptsVeradigmAllscripts / Veradigm
stripeStripe
aystarWaystar
InstaMedInstaMed
zoomZoom Healthcare
doxy.meDoxy.me
TwilioVideoTwilio Video
31GoogleCalendarGoogle Calendar
OutlookMicrosoft Outlook
MeetGoogle Meet
EpicEpic
OracleHealthOracle Health
athenahealthathenahealth
AllscriptsVeradigmAllscripts / Veradigm
stripeStripe
aystarWaystar
InstaMedInstaMed
zoomZoom Healthcare
doxy.meDoxy.me
TwilioVideoTwilio Video
31GoogleCalendarGoogle Calendar
OutlookMicrosoft Outlook
MAR17AppleCalendarApple Calendar
TtypeformTypeform
JotFormJotForm
QuestDiagnosticsQuest Diagnostics
LabCorpLabCorp
SurescriptsSurescripts
DrFirstRcopiaDrFirst Rcopia
vailityAvaility
ChangeHealthcareChange Healthcare
twilioTwilio
SendGridSendGrid
GmailGmail
GoogleDriveGoogle Drive
MAR17AppleCalendarApple Calendar
TtypeformTypeform
JotFormJotForm
QuestDiagnosticsQuest Diagnostics
LabCorpLabCorp
SurescriptsSurescripts
DrFirstRcopiaDrFirst Rcopia
vailityAvaility
ChangeHealthcareChange Healthcare
twilioTwilio
SendGridSendGrid
GmailGmail
GoogleDriveGoogle Drive
MAR17AppleCalendarApple Calendar
TtypeformTypeform
JotFormJotForm
QuestDiagnosticsQuest Diagnostics
LabCorpLabCorp
SurescriptsSurescripts
DrFirstRcopiaDrFirst Rcopia
vailityAvaility
ChangeHealthcareChange Healthcare
twilioTwilio
SendGridSendGrid
GmailGmail
GoogleDriveGoogle Drive
MAR17AppleCalendarApple Calendar
TtypeformTypeform
JotFormJotForm
QuestDiagnosticsQuest Diagnostics
LabCorpLabCorp
SurescriptsSurescripts
DrFirstRcopiaDrFirst Rcopia
vailityAvaility
ChangeHealthcareChange Healthcare
twilioTwilio
SendGridSendGrid
GmailGmail
GoogleDriveGoogle Drive
MEASURABLE IMPACT

Clinical-Grade AI.
Quantifiable ROI.

Behavioral health clinicians lose 35% of their time to documentation and admin. Medera gives it back — while improving clinical outcomes and revenue capture.

70%
Reduction in Documentation Time
From 12 min to under 3 min per session note
42%
Fewer Claim Denials
AI-driven coding accuracy and eligibility verification
240h
Saved per Clinician per Year
Equivalent to $10,000+ in annual savings per provider
3–4x
Better Symptom Improvement
AI-assisted measurement-based care vs. treatment as usual
87%
MBC treatment response rate vs. 63% standard care
13pt
Burnout reduction within 30 days of deployment
50%+
Reduction in patient wait times with AI triage
39/wk
Prior auths per physician eliminated by automation
Book a DemoSee the Platform
🔒HIPAA Compliant
🛡️SOC 2 Type II
📋BAA Available
🏥FHIR R4 Native

No credit card required · 15-minute setup call · HIPAA BAA included