Write your first note in ten minutes
From sign-up to a signed note: pick a template, capture a session, review the evidence, sign.
Updated October 14, 2026
This walks through a first session end to end. You'll need a microphone and about ten minutes. If you'd rather not use a real session yet, the live demo has fictional sessions ready to go.
1. Choose your default template
Go to Settings → Preferences and pick a note format (BIRP, DAP, SOAP, GIRP or a custom template). Organizations may have set this for you already in Note rules.
2. Start a session
- Press Start session on the Today page.
- Pick the client and session type. Margent loads their treatment plan so the draft can link to goals.
- Confirm consent. If written consent is on file, tap Client confirmed verbally at the start of the session.
- Press Start. Leave the device where it can hear everyone.
3. Review the draft
When you stop, a draft appears within a minute. Each sentence has a small evidence marker — click it to hear and read the moment it came from. Sentences highlighted in amber or rose need your attention: they're partially supported, unsupported, or contradicted by the transcript.
4. Resolve findings and sign
Note checks list anything missing (for example, start and stop times or a goal reference) with a suggested fix. Accept, edit or dismiss each one, then sign. The note is now ready to deliver to your EHR.
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