Configured for the setting you practice in
For owners and clinical directors in behavioral health. Pick your setting: its note formats, rules and codes come set up for it.
Set up for the way your programs bill
Formats, rules and codes change by setting. Pick yours.
The time sink
Notes weeks behind, and audits that sample 5–10% of charts and surface as clawbacks.
Every note ties back to the treatment plan goals, and every note is checked, not a sample.
- Note formats
- Progress note
- Biopsychosocial
- Treatment plan
- DLA-20
- Case management
- Checked before signing
- County and MCO documentation rules
- CCBHC clocks: initial evaluation in 10 business days
- Goal → intervention → response on every note
- Codes
- 90837
- H0031
- H2017
- T1017
The time sink
Twelve individualized notes after every group, and Part 2 consent on every disclosure.
One note per member from one group recording, each about that member only.
- Note formats
- Group note per member
- ASAM assessment
- Individual counseling
- Continuing care plan
- Checked before signing
- 42 CFR Part 2 consent and redisclosure notice
- No cloned text across group notes
- ASAM 4th edition dimensions for continued stay
- Codes
- H0005
- H0004
- H0015
- 90853
The time sink
Reconstructing a 2 a.m. call from memory at the end of a shift.
Record on the phone in the field (offline recording is planned); the crisis note is drafted before the team is back in the car.
- Note formats
- Crisis encounter
- C-SSRS
- Stanley-Brown safety plan
- Disposition
- Checked before signing
- 90839 only at 30+ minutes of crisis time
- Safety plan required after a positive C-SSRS
- Collateral contacts and means restriction recorded
- Codes
- 90839
- 90840
- H2011
- S9484
The time sink
Shift notes rewritten so they match ISP language and authorized units.
Each note is tied to an ISP outcome, with units checked against the authorization.
- Note formats
- Waiver service note
- ISP goal progress
- Behavior support data
- Incident report
- Checked before signing
- Every note references an ISP outcome
- Billed units within authorized units
- Time in, time out and staff signature
- Codes
- T2017
- T2021
- H2014
- H2016
The time sink
Logging the same minutes twice: once for the district, once for Medicaid.
One session note that produces the service log and the claim.
- Note formats
- Session note
- IEP / 504 service log
- Guardian contact
- FBA summary
- Checked before signing
- FERPA and minor consent by state
- Service minutes against the IEP mandate
- Family sessions coded with or without the student
- Codes
- 90832
- 90846
- 90847
- H2027
The time sink
Concurrent-review packets assembled by hand every few days.
Shift notes roll up into the review packet, with each criterion cited to the chart.
- Note formats
- Shift note
- Daily progress
- Treatment team review
- Discharge summary
- Checked before signing
- A note for every shift
- Face-to-face evaluation within 1 hour of restraint
- Continued-stay criteria cited for each review
- Codes
- H0018
- H0019
- H0010
The time sink
Prior authorization and re-auth packets for every admission.
Authorization requests drafted from the assessment, with weekly hours tracked against the minimum.
- Note formats
- Group note per member
- Daily attendance
- Weekly plan review
- Prior auth packet
- Checked before signing
- Weekly hours minimum: IOP 9+, PHP 20+
- Authorization on file before admission
- Per-diem days match attended days
- Codes
- S9480
- H0035
- H0015
- G0410
The time sink
Notes written on Sunday night.
The draft is ready when the session ends; review and sign takes a few minutes.
- Note formats
- SOAP
- DAP
- BIRP
- Intake
- Treatment plan
- Checked before signing
- CPT time bands: 90837 at 53+ minutes
- 90785 only with a documented trigger
- Medical necessity stated for each payer
- Codes
- 90791
- 90834
- 90837
- 90785
One platform, two front doors
The same evidence and compliance engine, packaged for a multi-program agency or a practice of one.
Eight settings, each with its own rules
Every setting page shows its note formats, the compliance rules it answers to, and a workflow from first contact to signed note.
- Community mental health & CCBHCCounty rules, CCBHC timeliness and quality measuresDocumentation rules that change by county, payer and funding stream.Progress noteBiopsychosocialTreatment planDLA-20+2
- Crisis & mobile responseField capture, C-SSRS and safety plansEncounters in a car, a home or an ER bay with no reliable signal.Crisis encounterC-SSRSSafety planMobile outreach note
- Substance use treatment42 CFR Part 2, ASAM 4th edition, group-heavy careGroup-heavy caseloads where cloned group notes are an audit risk.Group noteASAM assessmentMAT visitDischarge summary+1
- Intellectual & developmental disabilitiesWaiver documentation and multi-year support plansWaiver documentation with strict unit and service-definition rules.Shift noteSupport planIncident reportWaiver service note
- Child, family & school-basedCollateral contacts, guardians, FERPACollateral contacts with parents, teachers and caseworkers.Family sessionCollateral contactCANSSchool coordination letter
- Residential & inpatientUtilization review and length-of-stay pressureUtilization reviews every few days with length-of-stay pressure.Utilization reviewDaily progress notePsychiatric evaluationDischarge summary
- Outpatient, IOP & PHPStep-down payer rules and prior authorizationStep-up and step-down decisions that payers scrutinize.Individual progress noteGroup noteIOP daily noteTreatment plan review
- Health homes & integrated careTreatment plan goals across every handoffCare that spans behavioral, primary and human services.Care coordination noteCase managementIntegrated care planT1017
See it set up for your programs
We'll walk through Margent set up for your setting: its note formats and the rules it checks.