For county-funded agencies
Counties review agencies’ clinical records (charts) and can take back payment for any service whose documentation falls short: an unsigned note, a missing problem list, a service outside the client’s plan.
Compliance teams can only check a small sample by hand. The county may pick charts you never looked at.
You upload a chart export from your EHR.
Margent checks every chart against items taken from LA County’s chart review tool, the statewide CalMHSA tool and the state’s published reasons for taking money back.
Reviewers answer the questions only a person can, and each answer updates the results in a couple of seconds.
When a records request arrives, you freeze the charts in question and build an audit binder from the findings.
Fictional example
A paid $120 service has a note signed before the service date. Flagged as documentation risk, with the county review item it fails.
On our live site, 5,000 made-up charts were reviewed in about 2 minutes, and each reviewer answer updated in about 2 seconds.
Still missing: a real agency’s charts. It checks only the review items your chart export supports.
Ready to pilot means built, switched on and tested end to end on our live site with a made-up agency. None has run on a real agency’s files yet. What works today
Any time: a look back over a whole year
Revenue checkReady to pilotFinds county money you earned but were never paid, and says what you can still fix and by when.
Before you bill
County claim checkReady to pilotCatches county rule errors on each service before it goes to the county.
After the county pays
Denial queueReady to pilotPuts an owner, a plain reason and a deadline on every denial, so none is forgotten.
Month-end and year-end
Cost reportsReady to pilotSplits shared costs to each contract and drafts the cost reports your funders require.