> ## Documentation Index
> Fetch the complete documentation index at: https://docs.medera.info/llms.txt
> Use this file to discover all available pages before exploring further.

# Patient Intake Agent

> Voice-first adaptive intake for behavioral health.

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<Info>
  **Category:** Clinical Operations  ·  **Voice agent:** Intake (`agent type.INTAKE`)  ·  **Voice ID:** Medera voice
</Info>

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

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## 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

<Warning>
  * **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.
</Warning>

***

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