Customize your note rules
Turn rules on and off, change thresholds, and add your own — at the organization, program or template level.
Updated September 12, 2026
Open Note rules → Rules. Rules are grouped by category (time and codes, treatment plan, signatures, risk, cloning, payer, state). Each has a scope: organization, program, template or field. More specific scopes override broader ones.
- Change a threshold — for example, your state's signature window from 72 to 24 hours.
- Change severity — make a rule blocking for one program and advisory for another.
- Add a rule in plain English — 'Crisis notes must name the disposition and who it was handed off to.' Margent proposes the check; a compliance user approves it before it runs.
Every change is versioned with who made it and why.
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