Question 1

What is Margent?

Accepted Answer

Margent is a clinical operating system for behavioral health. It listens to sessions and writes notes (Notes), checks every note against your rules before it's signed (Note checks), and helps with supervision, outcomes and getting notes into your EHR. Most billing checks (Billing checks) are ready to pilot: tested end to end on our live site with made-up data, not yet with a real practice. Phone and referral handling (Calls & referrals) and the insurance check are in testing. Everything reads from one set of note rules: your programs, payers, state rules, templates and policies — configured once at the organization level rather than clinician by clinician. And every AI output shows its evidence: each sentence links back to the transcript moment, chart entry or policy it came from.

Question 2

Who is Margent for?

Accepted Answer

Behavioral health organizations of every size: community mental health centers, CCBHCs, substance use treatment programs, IDD and human services agencies, crisis teams, school-based programs, residential and inpatient units, integrated care systems, group practices, and solo clinicians. EHR and technology partners can embed Margent through our API. Enterprise teams get the full platform with implementation support. Private practices get the same evidence and compliance engine with self-serve setup — no IT project.

Question 3

What kinds of notes and documents can it write?

Accepted Answer

Progress notes in BIRP, DAP, SOAP, GIRP, PIRP and SIRP; group notes with an individualized section per member; intakes and biopsychosocial assessments; treatment plans and plan reviews; crisis notes and safety plans; psychiatric evaluations and medication management notes; discharge summaries; care coordination notes; and your own custom templates, including long state forms such as CANS and ANSA. One session can produce several documents — for example, a progress note, an updated safety plan and a client-friendly summary. Diagnoses follow DSM-5-TR and ICD-10-CM.

Question 4

Does it work during live sessions?

Accepted Answer

Yes — in person, or on telehealth by running Margent in the browser alongside Zoom, Google Meet or Microsoft Teams. Transcription runs in real time, and the draft is ready about 20 seconds after the session ends. If you prefer not to record, dictate a recap after the session or type bullet points. Live audio isn't stored by Margent.

Question 5

Is there a mobile app? A desktop app?

Accepted Answer

Today, Margent runs in the browser on any phone, tablet or computer and installs as an app from the browser, with live sessions, dictation and group sessions with per-member notes. See Download. Native iOS, Android, Mac and Windows apps are planned, for locked-screen and offline recording and for delivering notes into EHRs hosted over Citrix or remote desktop. There are no builds yet.

Question 6

Do you partner with EHR vendors and technology companies?

Accepted Answer

Yes, as design partners. A public REST API, webhooks and a SMART on FHIR launch are planned, and the developer overview shows the design. If you want to shape it, talk to our partnerships team.

Question 7

How does client consent to recording work?

Accepted Answer

Consent is part of the capture flow. Ambient recording won't start until there's a consent record for every participant: written consent on file (configurable per program and state), plus a one-tap verbal confirmation at the start of the session that is logged with a timestamp and language. Any client can decline at any time without affecting their care. The clinician switches to post-session dictation with one tap. See our guide to state AI-scribe consent laws for the legal background.

Question 8

How do group notes work?

Accepted Answer

Margent identifies speakers and attributes contributions to each enrolled member. It drafts one shared section (topic, duration, facilitator interventions) and an individualized section for each member, linked to that member's own treatment-plan goals. If two members' sections are too similar, Note checks flag it as potential cloning before anyone signs. Members who didn't consent to recording are excluded from capture and documented from the clinician's recap instead.

Question 9

What languages does it support?

Accepted Answer

Sessions can be captured in the language they happen in, including mixed-language sessions. Notes can be written in English or in the session language, and client-facing summaries can go out in the client's preferred language after you approve them. Transcription accuracy varies by language. We publish the full list with a quality tier for each rather than a single headline number.

Question 10

Does it work without internet?

Accepted Answer

Not yet. Live capture needs a connection today; without one, dictate or type a recap once you're back in signal. An on-device queue for offline recording is in development, and native apps built for no-signal field work are planned.

Question 11

How do you handle minors and guardians?

Accepted Answer

Consent rules follow your note rules for your state and program: where a minor can consent to their own treatment, they consent to recording too; where a guardian must consent, the guardian's consent is required before capture. Family sessions require consent from everyone whose voice will be captured. Notes for minors can carry a confidentiality flag that controls what appears in guardian-facing summaries and record requests, and school-based programs can run under FERPA rather than HIPAA where that applies.

Question 12

Does it support supervision and co-signature?

Accepted Answer

Yes. Supervision routes notes from pre-licensed staff to a co-sign queue with due-date timers, scores note quality against your rules, threads supervisor feedback on specific sentences, tracks licensure hours by type, and can rate session fidelity to a modality such as CBT or MI. Trainees can also practice with AI role-play clients before seeing real ones.

Question 13

Can I keep private process notes separate from the record?

Accepted Answer

Yes. HIPAA psychotherapy notes and Part 2 SUD counseling notes are stored separately from the progress note, with their own access controls, and are never pushed to the EHR or included in record exports. Part 2 counseling notes require their own consent.

Question 14

How accurate are the notes?

Accepted Answer

Accuracy depends on audio quality, the number of speakers and the setting, so we don't quote a single number. What we do instead is make accuracy checkable: every sentence links to the moment it came from, and a second, independent pass grades each sentence as supported, partially supported, unsupported or contradicted before you see the draft. Your organization's dashboard shows how often clinicians edit drafts, which sections get edited most, and how that changes over time — your data, not ours.

Question 15

What about hallucinations?

Accepted Answer

The drafting model is required to cite a source for every sentence. Sentences it can't support are dropped or clearly marked. Verification runs as a separate step, and statements about suicidal or homicidal ideation, abuse, and substance use need a direct transcript match or they're flagged for you. Facts carried forward from the chart — a medication list, last month's score — are labeled from chart so they're never mistaken for something said today. Read more in why every sentence should cite its source.

Question 16

Is my data used to train AI models?

Accepted Answer

No. Margent doesn't train models on your data, and that commitment is in our BAA and terms. AWS (hosting) and AssemblyAI (speech) have signed BAAs with us; our language-model vendor has not yet, so no client information is processed until it does. Status is on the subprocessors page. Your organization's style preferences (for example, how you phrase a plan section) are stored as configuration in your note rules, visible and editable by your admins. They are not model weights.

Question 17

Will Margent ever submit or sign a note on its own?

Accepted Answer

Never. Every note is a draft until a clinician reviews and signs it. Fixes are suggestions you accept or dismiss, claims wait for a biller, and automated routines that contact clients wait for staff approval. We support clinical judgment; we never replace it.

Question 18

Which AI models do you use?

Accepted Answer

We use frontier large language models plus a specialized speech-to-text model for transcription. Different tasks use different models — a fast model to classify a call, a stronger one to draft and verify notes — and we publish how each performs on our evals page. The providers, and the status of each BAA, are on our subprocessors page.

Question 19

Can I edit the note before signing?

Accepted Answer

Always. Edit any sentence directly, ask for a rewrite of a section, or accept a suggested fix. Edits are attributed to you in the history. You can also teach Margent your preferences — 'always list homework as a bullet', 'use client instead of patient' — and they apply to future drafts.

Question 20

Is Margent HIPAA compliant?

Accepted Answer

We built Margent's controls to the HIPAA Security Rule: encryption at rest and in transit, role-based access, an append-only audit log and short audio retention. A BAA is available, and signed, before any client information is processed; until then, trials and the demo run on sample data only. Our remaining steps before real client data — vendor BAAs and a HIPAA risk analysis — are listed on the security page, with the order we're doing them in.

Question 21

How long do you keep audio and transcripts?

Accepted Answer

Live audio streams to transcription and isn't stored by Margent; an uploaded audio file expires automatically within 24 hours. The transcript is kept for the retention window your organization sets, so clinicians can verify citations and supervisors can review. Signed notes live in your EHR and, if you choose, in Margent under your retention policy. Retention terms with our language-model vendor are being set as part of signing its BAA, before any client information is processed (AWS and AssemblyAI have already signed theirs). We'll publish them on the subprocessors page.

Question 22

Do you have SOC 2?

Accepted Answer

Not yet. SOC 2 Type I is planned, followed by Type II; no auditor is engaged today. We'll send a controls overview and fill in your security questionnaire with what is built and what is planned. We'd rather tell you exactly where we are than put a badge on the page early.

Question 23

Do you support 42 CFR Part 2?

Accepted Answer

Yes, and it's built in rather than bolted on. Part 2 status can be set per program or client, Part 2 consent is captured on the session before recording, and consent and changes are written to an append-only audit log. Redisclosure notices on every export and an accounting of disclosures are next on the roadmap. We sign a Qualified Service Organization Agreement alongside the BAA. See our Part 2 explainer.

Question 24

Is Margent FERPA-aligned for school-based programs?

Accepted Answer

Programs can be set to a FERPA regime, and consent is recorded on every session. Separate school-facing summaries, guardian disclosure consents and minor-consent rules by state are being built with school-based design partners.

Question 25

What is a BAA and will you sign ours?

Accepted Answer

A Business Associate Agreement is the contract HIPAA requires between a covered entity and any vendor that handles PHI on its behalf. It sets out how the vendor protects PHI, reports breaches and returns or destroys data. Our BAA overview explains ours in plain language. Enterprise customers can propose their own paper; our team will review it.

Question 26

Where is my data stored, and who can access it?

Accepted Answer

In AWS's US East region, encrypted in transit and at rest. Your admins control roles, seats and invites, and every signature, edit and AI action is written to an append-only audit log. SSO and SCIM provisioning are on the roadmap.

Question 27

Which EHRs do you integrate with?

Accepted Answer

Every EHR works today by copy, print or signed export. For web-based EHRs, the Margent browser extension fills the note form field by field and reads each field back; it is verified on our test EHR, and starter maps for SimplePractice, TherapyNotes, TheraNest, Kipu, Netsmart myAvatar and Qualifacts Credible are checked on your system before go-live. Native API, FHIR and HL7 connections are in development and available on request. The integrations directory lists 50 EHRs and labels what works today for each.

Question 28

What if my EHR isn't listed?

Accepted Answer

Copy and export work with any EHR. If it runs in a web browser, our extension's generic mapper is built to fill its fields — narrative sections, dropdowns, CPT and times — and we verify it with you on a test account. Citrix and remote-desktop EHRs need a desktop agent that's on our roadmap. Tell us which EHR you use.

Question 29

Do we need our IT team?

Accepted Answer

Not to start: copy and export need nothing. The browser extension is pushed to Chrome or Edge by your IT team as a managed install. Native API, FHIR and HL7 connections, when available for your EHR, need your EHR administrator.

Question 30

How does the browser extension work?

Accepted Answer

It recognizes your EHR's note screen and fills each section and discrete field with the signed note, using the EHR's own inputs so its validations still run. You review and click the EHR's own sign button. It never signs for you, and it never stores client information in the browser. Note checks run when you sign in Margent, so the note the extension carries has already been checked. Running them at the EHR's own sign step is on our roadmap.

Question 31

How do I get started?

Accepted Answer

Private practices can start free — no card — and write a first note on sample data the same day. Organizations can book a demo with your hardest note type. Anyone can open the live demo without signing up; it runs on fictional data.

Question 32

What training and support do you offer?

Accepted Answer

Every plan includes in-product guides, a searchable help center and email support from people who've worked in behavioral health. Team and Enterprise plans add live onboarding sessions, admin training, supervisor training and a named customer success lead; Enterprise adds an implementation specialist, executive check-ins and a sandbox in your EHR.

Question 33

How long does an enterprise rollout take?

Accepted Answer

Most organizations start with a pilot program of 10–20 clinicians within a few weeks of signing, then expand by program. The longest step is usually agreeing on templates and rules — which is why note rules can configure themselves from your existing policies and documentation manuals for your clinical leaders to approve.

Question 34

How much does Margent cost?

Accepted Answer

Private practice plans are priced per clinician per month and published on our pricing page, with a discount for annual billing. Organizations on Team and Enterprise plans are priced per clinician based on the products you use; we'll give you a written quote after a demo, with no implementation surprises.

Question 35

Can I cancel? What happens to my data?

Accepted Answer

Monthly plans can be cancelled anytime from settings and stop at the end of the billing period. Annual and enterprise contracts follow their terms. When you leave, you can export everything — notes, audit logs, note rules — and we delete your data within 30 days, confirmed in writing on request.

Question 36

I still have a question.

Accepted Answer

Search the help center or contact us — sales, support, security and press each have their own channel, and a human answers.

Straight answers, including the awkward ones.

The platform

Clinical workflows

AI and accuracy

Security and privacy

EHR and integrations

Getting started

Pricing and plans

See your own notes, checked before you sign.