Intake Agent
Sends the intake packet, gathers history and consent, and hands you a tidy summary before the first visit.
You decide who is the right fit for your care.
Meet this agentMedera for intake & scheduling
First contact,
without the friction.
From first call to first session: histories gathered, forms completed, appointments placed, so new clients start with care, not clipboards.
00:00
“When the worry starts, what does the first minute feel like?”
00:30
Listening for 45 seconds
Built for
New client intakeWaitlistsScreenersReminders
Co-therapy
Intakes that write themselves
The intake conversation becomes the intake document, history, presenting concerns and goals captured as they're shared.
Explore Co-therapy00:00
“When the worry starts, what does the first minute feel like?”
00:30
Listening for 45 seconds
Measurement
Screeners before the first hello
Baseline measures completed from home before the first visit, so session one starts with a picture, not a form.
Explore MeasurementBetween sessions
PHQ-9
Sent Tuesday · from home
GAD-7
Two gentle minutes
Scored & charted before the next visit
Documentation
Schedules that fill themselves
Openings offered, reminders sent, reschedules absorbed, the front desk work, without the front desk hours.
Explore Documentation6+ hrs
back in your week, every week
Evenings are yours again
Your new colleagues
The agents on your team.
For intake & scheduling, these are the agents that carry the most. Each hands you a draft, a flag or a packet, and waits for your review.
Scheduling Agent
Books, reminds and reshuffles around your calendar, and offers open slots to the waitlist.
Your hours and your rules, always.
Meet this agent
Eligibility Agent
Checks coverage and benefits ahead of the visit, so questions about cost come up early, not at checkout.
You see the result before anything reaches the client.
Meet this agent
Session Prep Agent
Gathers last visit's plan, this week's check-in scores and any new records, so you walk in already caught up.
A quick read, never a rewrite.
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
“Our problem is no-shows, not intake speed.”
Then intake speed is still where it starts. The interval between first contact and first appointment is the single largest predictor of whether someone attends, and it is usually spent on insurance verification and phone tag. Medera compresses that interval and then handles the reminders and the reschedules that follow.
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.
