Referral & Letters Agent
Turns one session into client, payer and referrer letters, each in its own format.
You review every letter before it is sent.
Meet this agentTemplates
Your structure,
remembered.
SOAP, DAP, BIRP, intake, discharge, or the format your practice invented years ago. Medera writes into whatever structure you already trust, and keeps it consistent.
SOAP noteDetailed
Subjective
Reports better sleep this week.
You sign
90837 · F41.1Capabilities
Your format,
learned once. Kept forever.
Eight ways Medera writes into the structure you already trust, whether it's a standard or something your practice invented in 2011.
The standards, ready
SOAP, DAP, BIRP, intake, discharge and treatment plan formats, ready on day one.
The format you invented
Show Medera one good note and it learns your headings, order and emphasis.
Per-service templates
Intake, therapy, med management, crisis, each visit type lands in its own structure.
Your phrasing carried
Templates hold your language, not boilerplate, drafts sound like you wrote them.
Fields that fill themselves
Scores, medications and goals slot into their places automatically.
Shared across the practice
One library for the whole team, with personal overrides where they're allowed.
Locked where it matters
Compliance-critical sections stay intact no matter who edits the template.
Change with confidence
Template updates are versioned and roll out cleanly, no half-migrated notes.
The difference
Templates that fight you.
Templates that fit you.
Most systems make you write the way the vendor thinks. Medera writes the way your practice already does.
Vendor template systems
- Rigid formats decided by someone else
- Every clinician rebuilds their own from scratch
- Customization means a support ticket
- Structure lost the moment a note is exported
- An update breaks the format you relied on
Medera templates
- Learned from your practice's real notes
- One library, shared, personal touches preserved
- Edit it yourself in minutes, applies from then on
- Structure survives into the EHR, intact
- Versioned changes that never break old notes
Enterprise-grade
Consistency at
organization scale.
For a group practice or a system, templates are policy. Medera treats them that way.
Org template library
One governed set of formats across every program and site.
Overrides with guardrails
Clinicians personalize within the boundaries your org defines.
Program-specific structures
IOP, outpatient, telehealth, each program's documentation standard, encoded.
Versioned rollouts
Push a template change to a team or the whole org, tracked, reversible.
Compliance sections locked
Required language stays required, no local edit can remove it.
Change audit
Who changed which template, when, and what notes it touched, all logged.
Once
set a format, every session after uses it
100%
of team notes in your practice's structure
Every
template change versioned and logged
Part of Documentation
One session, many documents
The same session can become a progress note, a referral letter and a superbill, each in its own format, each from a single review.
- Notes, letters and summaries from one source
- Formats per payer and per program
- All signed in one sitting
SOAP noteDetailed
Subjective
Reports better sleep this week.
You sign
90837 · F41.1More in Documentation
Keep exploring.
The agents behind it
The work, and who carries it.
Templates is carried by the agents below. Each hands you a draft, a flag or a packet, and nothing moves until you review it.
Scribe Agent
Drafts the note in your structure and your voice, waiting for you by the time the session ends.
Nothing is filed without your signature.
Meet this agent
Billing & Claims Agent
Checks each claim against the documentation and hands it to your billing stack.
Codes reach a claim only after your approval.
Meet this agent
Glass In
Files approved work into your EHR, field by field, through Medera Glass.
Only work you have approved is filed.
Meet this agent
