Follow-up Agent
Tracks referrals, missed visits and check-ins to completion, so nobody falls through the cracks.
You set who gets a nudge.
Meet this agentMedera for clinical social workers
More time for people,
less for paperwork.
Case notes, safety plans, referrals, letters for housing and benefits, the writing is endless. Medera drafts it all from the conversations you're already having.
SOAP noteDetailed
Subjective
Reports better sleep this week.
You sign
90837 · F41.1Built for
LCSWsCase managementSafety planningCommunity careSchools
Documentation
Case notes that keep up with caseloads
Every contact documented in the structure your agency requires, drafted live, signed fast, audit-ready always.
Explore DocumentationSOAP noteDetailed
Subjective
Reports better sleep this week.
You sign
90837 · F41.1Safety
Safety plans that stay current
Risk noticed across sessions and check-ins, safety plans updated with you in the loop, escalation contacts one tap away.
Explore SafetyWatching quietly
All clear this session
Your plan, one tap away
Co-therapy
Referrals and letters, handled
Housing letters, benefits documentation, warm handoffs, drafted from session context and tracked until they land.
Explore Co-therapyYou hold the session
Medera carries the rest
Note drafted
Letters sent
Follow-ups queued
Your new colleagues
The agents on your team.
For clinical social work, these are the agents that carry the most. Each hands you a draft, a flag or a packet, and waits for your review.
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
Risk Detection Agent
Keeps a quiet watch for risk language and follows the escalation plan your team already agreed on.
It flags. Your team responds.
Meet this agent
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 agentWhat changes
More care. Less admin. Every week.
2:1
hours of desk work for every hour of care today. That is the ratio Medera exists to change.
Same day
the note is drafted before the session ends, and signed before you leave.
Every task
around the work, quietly carried.
Enterprise-grade
Enterprise-grade for
every size of practice.
Solo practice or health system, the guardrails don't scale down. The same architecture protects every session, on every plan.
Consent-first, always
Documented consent opens every session, no consent, no capture, no exception.
Encrypted, BAA-backed
Healthcare-grade encryption in transit and at rest, with business associate agreements signed.
The approval gate
Every agent output, note, code, letter, escalation, waits for a licensed clinician's sign-off.
Audit trail on everything
Every access, action and export logged to a person, reviewable and exportable.
SSO, roles & supervision
Enterprise identity, role-based access and supervisor review flows for teams and programs.
Never trains on your sessions
Client data never trains foundation models, contractually and architecturally.
100%
of agent output held behind clinician approval
0
sessions used to train foundation models
Every
action logged and auditable
The question we get asked
“Most of my day is not billable therapy. Does it do anything for case management?”
Case management is where the paperwork actually piles up, so it is in scope: collateral contacts, referrals, housing and benefits coordination, and the notes each of those generates. The parts of the job that never had a billing code attached are the parts that most need the help.
FAQ
Questions, answered.
Will Medera get in the way of the session?
The opposite. Medera has no camera presence and no voice in the room, it listens with consent, stays out of sight, and frees you from the keyboard so you can stay eye-to-eye with your client.
Who signs off on the work?
You do, always. Every note, letter, code and escalation is drafted for your review and filed only with your signature. Medera never acts on its own.
Is Medera HIPAA compliant?
Yes. Encryption in transit and at rest, audit trails on every action, BAAs for covered entities, and access controls designed for behavioral health's higher bar of confidentiality.
