Your rules. Reasons you can see.
Four things sit under every part of Margent: your note rules, a source for every sentence, ways to record, and you.
Your note rules, set once
Formats, required parts and preferred words, for the whole practice or one program. Your clinical lead approves every rule.
Operates in
Default note format
Accreditations
- CARF (3-year accreditation, Behavioral Health)
- CCBHC (SAMHSA certified)
- Michigan MDHHS licensed
- Ohio OhioMHAS certified
Required in every note
- Treatment-plan goal or objective addressed
- Named evidence-based intervention
- Client response to intervention
- Risk status when indicated
- Plan / next step
- Total face-to-face time
- Signature with credentials
Verbiage
- addictuse insteadperson with a substance use disorder
- client refuseduse insteadclient declined
- committed suicideuse insteaddied by suicide
- schizophrenicuse insteadperson living with schizophrenia
- non-compliantuse insteadnot yet engaged
- dirty urineuse insteadpositive toxicology result
Every sentence shows where it came from
Ask why Margent wrote a sentence. See what was said, what the chart says and which rule asked for it.
Risk formulated as low-to-moderate acute risk with elevated chronic risk; protective factors present; outpatient level of care remains appropriate with an updated safety plan and means restriction.
You can see the same reasons for every sentence, code and issue.
- A black box gives you a sentence. Ask why, and Margent shows the transcript, chart, policy, template and model behind it.
Record the way you work
In the room, on a telehealth call, in a group, or dictate afterwards. Phone and desktop apps are planned.
In person
Phone, laptop or desktop
Start a session from the schedule. The device's own microphone is enough; no extra hardware.
- Individual therapy
- Family sessions
- Med management
- Two speakers separated
- Consent captured at start
- Audio not stored by Margent
Every mode produces the same evidence-linked draft and runs the same checks.
Built for client privacy
- Live audio isn't stored by Margent. Uploaded recordings are deleted within 24 hours.
- Margent doesn't train AI on your notes.
- Stored in the US on AWS, encrypted in storage and in transit.
- We sign a BAA with you before you use real client information.
We support clinical judgment. We never replace it.
You sign every note. Nothing goes to an EHR or a payer on its own.
If the record doesn't support a sentence, Margent asks you instead of guessing.
Risk language on any channel goes to a person or 988 right away.
Letters, messages and note changes wait for your approval.
You can dismiss an issue with a reason. Every choice is logged.
Practice clients are for training only. AI never diagnoses anyone.
Technical details
- Speech-to-text is AssemblyAI. Notes, checks and answers use Anthropic's Claude models. Hosting is AWS in the US.
- AWS and AssemblyAI have signed BAAs with us. Anthropic has not yet, so Margent runs on sample data until it does.
- A second AI pass checks each sentence against the transcript. Billing codes and many note checks are fixed rules, not AI.
- If live AI is unavailable or over budget, Margent shows clearly labelled sample output.
- Every vendor is listed on our subprocessors page. Test results, including misses, are on how we test.
Bring a policy. See it as rules.
In a 30-minute demo we set up note rules from one of your policies and check a sample note against them.