For county-funded agencies
An agency delivers thousands of services a year. Each one has to be entered in the county’s system, priced at the right rate and paid. Some never are.
A service gets held because its note was late, then forgotten. A denial comes back and nobody works it. A clinician’s credential is recorded wrongly, so every service they deliver pays the wrong rate. A deadline passes and the money can never be claimed.
None of this shows up as a single problem. It is spread across the EHR, the county’s payment reports and a spreadsheet, so most agencies don’t know the total.
Your staff download a year of standard reports from your own systems: the service list from your EHR, the county’s payment and denial reports, your staff roster and your contract amounts.
You upload them. A person on your side confirms which column is which. Only the columns the check needs are kept.
Margent matches every service to what the county paid or denied, using that county’s written rules for that date.
You get one report with six lines, ranked by dollars and deadline: denials nobody worked, services never billed, rate and credential errors, deadlines missed or close, services over the contract’s yearly cap, and documentation that a county review could take back.
Fictional agency, sample report
Unbilled work: $270, held back because notes were late. Still billable: a late note doesn’t make the service lost.
Denied, nobody worked it: 1 service, $120. Deadline to fix shown on the line.
Tested end to end on our live site with a made-up agency, from sign-up to the signed report, then deleted.
Still missing: a real agency’s exports. We haven’t yet seen a real Welligent, Exym, Credible or county report file.
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
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.
Before the county reviews your charts
Audit checkReady to pilotReviews every chart the way a county reviewer would, not just a sample.
Month-end and year-end
Cost reportsReady to pilotSplits shared costs to each contract and drafts the cost reports your funders require.