Skip to content

Unlimited notes. Plain prices.

Every plan has unlimited notes, each sentence linked to the session. Pay more only for checks, supervision and billing.

  • 14 days free, no card
  • A BAA with you before any client information
  • Unlimited notes, no credits
Annual saves 17%

Prices in USD. Seats change any time; you're billed for what you use.

  • Solo

    One licensed clinician

    $29$29 per month, billed annually

    Your notes, written from the session, ready for you to sign.

    Start free trial — Solo

    Includes

    • Unlimited notes in your format
    • Every sentence linked to the session
    • Record, use telehealth, or dictate
    • Copy or export into any EHR
    • A BAA with you before any client information
  • Practice

    Most practices

    Group practices, any size

    $49$49 per clinician / month, billed annually

    Notes checked for what insurers look for, before you sign.

    Start free trial — Practice

    Everything in Solo, plus

    • Checks notes before you sign
    • PHQ-9 and GAD-7 in the note
    • Shared note templates, one invoice
  • Team

    5+ clinicians with supervision and billing

    $79$79 per clinician / month, billed annually

    Supervisors and billing work on the same record as clinicians.

    Start free trial — Team

    Everything in Practice, plus

    • Supervisor co-sign
    • Billing code and claim checks
    • Your own note rules
  • Enterprise

    Multi-program agencies, CCBHCs and networks

    Custom

    Priced by program and volume · annual agreement

    Set up for every state, payer and program you run.

    Book a demo — Enterprise

    Everything in Team, plus

    • Intake text assistant; phone lines planned
    • Follow-ups you approve (planned)
    • Filing into your EHR, built with you
    • Denial queue (ready to pilot); prior auth and appeals planned
    • An implementation team

Discounts, no forms to chase

20% off for nonprofits and government agencies on Practice and Team.

40% off for pre-licensed clinicians until licensure. Practice clients are free for graduate programs.

Compare every feature
Start free trial

Notes

Notes per month
Unlimited
Note formats
All 29
Sentence-level evidence links
Included
Risk statements verified before sign-off
Included
Group notes, one per member
Included
In-room, telehealth and dictation
Included
Custom templates
Shared

Note checks

Checks before you sign
Included
Payer, CPT time and unit rules
Included
One-click fixes from the session
Included
Rules from your own policies
Not included
Check past notes
Not included
Risk dashboard by program, payer and clinician
Not included

Outcomes

PHQ-9, GAD-7, C-SSRS, PCL-5, AUDIT-C
Included
CCBHC and HEDIS outcome exports
Not included

Ask

Session prep and questions about the chart
Included

Supervision

Co-sign queue with state timers
Not included
Licensure hour tracking
Not included
Session review scores and AI practice clients
Not included

Billing

Code suggestions from the note
Not included
Claim scrubbing and eligibility checks
Not included
Prior auth, denials and appeals
Not included

Note rules

Upload policies and payer contracts
Not included
Program, template and field overrides
Not included

Letters & appeals

Utilization reviews, authorizations, letters
Not included
Bulk chart audits
Not included

Calls, referrals and follow-ups

Intake text assistant with crisis check
Not included

EHR connection

Browser extension for web-based EHRs
Included
Direct filing into your EHR
Not included
Read-back check of every field the extension fills
Included
Copy, print and signed export
Included

Security and admin

BAA before any client information
Included
Short audio retention, no training on your data
Included
US data residency
Included
Audit log
Included
Custom retention windows
Not included

Support

Email and chat support
Included
Priority support
Not included
Implementation team and sample-data sandbox
Not included
Weekly program reports and custom reporting
Not included
Unlimited staff training
Not included

What your team gets back

Pick your setting and drag team size. Every figure is an estimate from your inputs.

Start from a setting

One full-time therapist, mostly 90834/90837, commercial and Medicaid mix. Illustrative defaults, not benchmarks.

Your team gets back about 5 hours a week: 1 clinician, 25 notes a week each, 12 minutes saved per note.

16 min per note today − 4 min to review a Margent note (product target) = 12 min saved · 5.0 h per clinician

1
Clinician time back, per year
$23,400
Denials caught before submission, per month
3
Revenue protected, per year
$3,600
Solo, 1 seat
$348/yr at $29/seat/mo
Return on the seats
≈77×
Change the other assumptions
25
16 min
$90
$115
8%
  • Estimate from your inputs. A pilot measures the real number.
  • 30% of denials are documentation gaps caught before signing (pilot target)
  • One claim per note · 4.33 weeks a month · annual seat prices

Every seat, one admin, one audit trail

Practice is $49 and Team $79 per clinician a month, billed annually. Supervisors, billing and QA work on the same record.

Seats and invites
Invite by link. Seats are active members plus pending invites.
Roles
Owner, admin, supervisor, clinician, billing and front desk.
Shared rules
Templates, payer rules and wording set once, applied to every seat.
Co-sign
Pre-licensed clinicians route to their supervisor’s queue.
Audit log
Append-only: who edited, generated and signed what, and when.

Team · Lakeshore Behavioral Health

12 of 15 seats
Example team roster (fictional)
MemberRole
Maya OkaforSupervisor
Daniel ReyesClinician
Rosa MoralesClinician
Grace SatoInvitedClinician
Billing officeBilling
Last change: seat moved to G. Sato · loggedInvite

Billing, contracts and the fine print

Something not covered here? Ask a person. We answer within one business day.

Running more than one program? Let's map it.

Enterprise pricing follows your programs and volume. In 30 minutes we'll show a note written and checked against your payer rules, on sample data.

Bring the note type you argue about most.