Patient Intake Agent

Category: Clinical Operations · Voice agent: Intake (agent type.INTAKE) · Voice ID: Medera voice

The Patient Intake Agent runs the first contact a patient has with the practice. It is voice-first, orchestrated via Medera Voice with Medera STT nova-2-medical transcription and an Medera voice, and follows a documented 7-state conversation state machine.

Conversation state machine

Task types (`TaskType` enum)

IDENTITY_VERIFICATION, INSURANCE_VERIFICATION, APPOINTMENT_SCHEDULING, REFERRAL_PROCESSING, PRE_AUTHORIZATION, PRESCRIPTION_REFILL, BILLING_CALCULATION, SYMPTOM_DOCUMENTATION, CHIEF_COMPLAINT, URGENT_CARE_TRIAGE.

The Intake Agent’s 4 function calls

Function	Signature	Purpose
`verify_identity`	`(patient_id, verification_data)`	2-of-3 ID confirmation (DOB, address, SSN last 4)
`document_symptom`	`(symptom_description, severity_level, onset_date)`	Capture chief complaint
`flag_for_review`	`(reason, urgency_level)`	Flag for clinical review queue
`escalate_urgent`	`(escalation_reason, call_action)`	Hard escalation — no agent gating

Workflow modules

Module	Purpose
`general_intake`	Baseline demographics + insurance + chief complaint
`prescription_refill`	Medication history + formulary checks
`lab_flagged`	Lab requisition + specimen handling

System prompt structure

INTAKE_SYSTEM_PROMPT_TEMPLATE is composed of 13 sections, including: 1. Patient context (name, DOB, provider, conditions, meds, allergies) 2. Call scenario (type + scenario details) 3. Conversation guidelines (tone, opening, AI / recording disclosure — mandatory, identity verification, info gathering, sensitive topics, urgent situations, closing)

Configuration

Field	Description
`intake_template_id`	Practice intake template
`screeners`	Default `["phq-9", "gad-7", "audit-c", "c-ssrs"]`
`routing_matrix`	Practice routing rules by acuity and payer
`language`	Preferred language for the call
`crisis_escalation_tree_id`	Practice escalation policy
`workflow_modules`	`["general_intake"]` by default

Composable experts

Expert	Role
Vocal Prosody Expert	F0, jitter, shimmer for affect and acuity inference
Linguistic Content Expert	Topic, valence, certainty, pronoun-shift markers
Validated Screener Expert	PHQ-9, GAD-7, AUDIT-C, C-SSRS administration and scoring
C-SSRS Risk Expert	Suicide-risk classification with documented rationale

Compliance guarantees

Verbal recording + AI disclosure is mandatory before any clinical questions. - Identity verification requires 2-of-3 confirmation. - Crisis-language detection bypasses agent gating and triggers escalate_urgent immediately. - Every claim in the summary is anchored to a quoted span in the transcript.

Quickstart

Deploy the Intake Agent in 15 minutes.

Medera Voice Webhooks

Webhook schema.

Intake API

REST surface.

Care Orchestrator

Multi-agent runtime.

Get Started

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Patient Intake Agent

Conversation state machine

Task types (`TaskType` enum)

The Intake Agent’s 4 function calls

Workflow modules

System prompt structure

Configuration

Composable experts

Compliance guarantees

Quickstart

Medera Voice Webhooks

Intake API

Care Orchestrator

​Conversation state machine

​Task types (TaskType enum)

​The Intake Agent’s 4 function calls

​Workflow modules

​System prompt structure

​Configuration

​Composable experts

​Compliance guarantees

​Related

Quickstart

Medera Voice Webhooks

Intake API

Care Orchestrator

Conversation state machine

Task types (`TaskType` enum)

The Intake Agent’s 4 function calls

Workflow modules

System prompt structure

Configuration

Composable experts

Compliance guarantees

Related