getmargent.com now opens with the five tools for California agencies with county contracts: Revenue check, County claim check, Denial queue, Audit check and Cost reports. Notes remain the foundation and the product for private practices.
A page for agencies, with how a pilot works: For agencies.
A page for each tool, saying what it does, what it needs from you and what's still missing.
What works today: every tool's status in plain words, and what each status means.
Why Margent: how it differs from note-takers, billing services and EHR add-ons.
The claim check, payment check, Revenue check, county claim check, denial queue, Audit check and cost reports are switched on and tested end to end on our live site, each with a temporary made-up practice or agency that we deleted afterwards. No real practice or agency has used them yet. We're looking for the first to run them alongside their current process.
Cost reports: 175 of 175 checks passed, from sign-up through loading the account map, trial balance, ledger, payroll and timecards in order, to two runs that split the month's costs and the report drafts.
County claim check, denial queue and Audit check: 175 of 175 checks passed in one run, with an owner, a biller and a clinician on the same made-up agency.
The Audit check reviewed 5,000 made-up charts in about 2 minutes. Each reviewer answer updated the results in about 2 seconds.
The claim check, payment check and Revenue check passed the same kind of run on November 3.
Still in testing: the insurance check. It runs in test mode only until we have a BAA with our clearinghouse.
Still off: AI help in cost reports for your data, until our AI provider signs a BAA, and code-pair (NCCI) edits in the claim check, until we license the AMA's CPT codes.
From the first unbilled service to the year-end cost report, for California agencies with an LA, Riverside or San Bernardino county contract. In testing: built and checked on a fictional agency, not yet on a real agency's files.
Cost reports split each month's costs to your contracts, programs and funders, and draft the CDSS FC 32, LA Exhibit B roll-up, 990 functional view, SF-425 (lines 10a–10h) and cost allocation plan. Every figure opens to the ledger lines and rule behind it, and your CFO or CPA signs. A test written without seeing the engine's code, on a fictional agency's books, passes 184 of 193 cases, with none failing and 9 not yet measured. You load your own ledger, payroll and timecards in a fixed order, and each file must tie to your trial balance before it's accepted.
Time-and-effort records with two-person signing: staff sign their own time, and a different person approves it.
The denial queue gives each denial from your 835s or county reports an owner, a deadline and a worksheet, and keeps it until it's resubmitted, closed or paid. Margent sends no claim or appeal.
The Audit check checks every chart on the items of LA County's chart review tool, the CalMHSA tool and DHCS recoupment reasons that your export supports, sends the rest to your reviewer, and builds the binder for a records request.
The county claim check uses dated county rules, rates and deadlines before you bill.
Reads an agency's own billing exports for LA DMH, Riverside or San Bernardino and lists the money at risk, ranked by deadline. In testing: run on a fictional agency's files, not yet on a real agency's exports.
Six report lines: denials nobody worked, services never billed (including claims held for late notes), practitioner type and rate, deadlines, contract cap overruns, and documentation claim by claim.
Only rules we have verified count toward the headline total. Anything less certain is listed under “Check this”, with $0 in the total.
A CSV appendix for each line and each fix, and a board print view with totals only.
Uploaded files are deleted after the run, and you can delete the report and get a deletion certificate.
What Margent did on November 1, 2026. Later entries list what changed since.
Notes from sessions captured live in the browser, with every sentence linked to the moment in the transcript it came from.
A separate verification pass grades each sentence as supported, partly supported, unsupported or contradicted. Signing waits until flagged sentences are resolved.
Note checks at signing: a fixed rule library plus one AI review, and a one-click fix that cites its evidence.
Recording consent captured on the session, with state rules and 42 CFR Part 2, in English and Spanish.
Ask answers questions about a client from their record, with a link to each source.
Supervision feedback on motivational interviewing (MITI), with transcript evidence, and an AI practice client for training.
Utilization reviews and letters drafted from the chart, for a clinician to review and sign.
A text assistant for new clients that screens and hands any risk language to a person. The crisis check is a fixed word list, not AI. Phone lines, texting and fax are planned.
PHQ-9, GAD-7 and other questionnaires scored, with trends and a CCBHC and HEDIS export. Sending them to clients by text or email is planned.