Building Your Intake Voice Agent

The Medera Intake Agent is a voice-first, adaptive intake agent built on Medera Voice, Medera STT transcription, and an 11Labs voice — with a 7-state state machine and validated screener administration.

Architecture ```

┌────────────┐ ┌──────────────┐ ┌────────────┐ ┌────────────┐ │ Patient │ → │ Medera Voice Call │ → │ Medera │ → │ Chart │ │ (PSTN) │ │ Orchestration│ │ Intake │ │ (clinician │ └────────────┘ └──────────────┘ │ Agent │ │ packet) │ └────────────┘ └────────────┘ The agent follows a documented state machine: GREETING → IDENTITY_VERIFICATION → GATHERING_INFO → MENTAL_HEALTH_SCREENING → APPOINTMENT_SCHEDULING → SUMMARY_CONFIRMATION → CLOSING → COMPLETED

## Steps

<Steps>

<Step title="Configure the agent"> In the Console, create an Intake Agent deployment. Set the practice intake template, validated screener set (PHQ-9, GAD-7, AUDIT-C, C-SSRS), routing matrix, and crisis escalation policy.
</Step>

<Step title="Provision a phone number"> Medera provisions a voice carrier number per deployment. Patients call the number; Medera Voice orchestrates the conversation against your configured agent.
</Step>

<Step title="Receive webhooks"> Configure a webhook URL to receive `intake.started`, `intake.screener.completed`, `intake.crisis.detected`, `intake.summary.ready`, and `intake.completed` events.
</Step>

<Step title="Hand off to the clinician"> On `intake.summary.ready`, the clinician handoff packet is available at `GET /api/intake-calls/{id}/handoff` — identity, consent, insurance, screener scores, ICD-10 candidates, and the multimodal acuity read.
</Step>
</Steps>

## Function calls during the call

The agent invokes the following functions during the conversation: - `verify_identity(dob, address, ssn_last_4)`

- `document_symptom(symptom, severity, duration)`

- `check_insurance(provider, member_id)`

- `schedule_appointment(date, time, provider)`

- `escalate_urgent(reason, urgency_level)`

- `flag_for_review(reason, priority)`

- `create_referral(...)`

- `request_refill(...)`

## Related

<CardGroup cols={2}>

<Card title="Patient Intake Agent" href="/agentic/agents/patient-intake">Agent-level documentation.
</Card>

<Card title="Crisis Response Agent" href="/agentic/agents/crisis-response">Crisis-language detection and escalation.
</Card>

<Card title="Intake Calls API" href="/api-reference/intake/create-call">REST endpoints for intake calls.
</Card>

<Card title="Medera Voice Webhooks" href="/api-reference/intake/webhooks-voice">Webhook schema.
</Card>
</CardGroup>

​Architecture ```

Architecture ```