Family sessions are attributed to each speaker, and collateral contacts become their own documented service. Guardian and minor consent follow your state's rules, and school records and clinical records each stay under the rules that govern them.
Family session note
School-Based Services · DAP · 90847 + 90785
No release is on file for sharing with school staff. The coordination letter is on hold.
FERPA 34 CFR §99.30 · HHS/ED Joint Guidance on HIPAA and FERPA
Suggested fix: Send the release to the guardian. The letter is drafted and ready once it's signed.
What changes with Margent
Family sessions attributed
Statements attributed to each participant; collateral contacts documented as their own service.
Consent by state
Guardian and minor-consent rules per state, with consent captured before recording.
FERPA-aligned workflows
A per-program regulatory regime keeps school records and clinical records where they belong.
School letters
School coordination letters are drafted for clinician approval, only when consent is on file.
Each step names the product that does the work. A person approves anything that leaves the building.
Guardian and minor consent follow your state's rules and are captured before recording starts.
Each speaker is attributed, and the 90785 trigger is documented when it applies.
A call with a teacher or caseworker becomes its own note and its own service.
Letters are drafted for approval and released only when a release is on file.
PHQ-A, Vanderbilt and CANS are trended into each plan review.
Each one comes configured for this setting, cites its source, and can be tightened per program, template or field.
In the starter note rules
4 rules · your QA lead approves eachRelease on file before sharing with school staff (medium severity)
FERPA 34 CFR §99.30; HHS/ED Joint Guidance on HIPAA and FERPA (2019)
Guardian consent for minors and adults under guardianship (high severity)
Michigan MCL 330.1707 (minor consent); Org policy CL-04
Interactive complexity trigger documented (high severity)
CPT® 90785 guidelines; CMS FAQ on interactive complexity (2013)
Telehealth consent and client location (medium severity)
Michigan Public Health Code MCL 333.16284; Ohio Adm. Code 4757-5-13
Your QA lead approves every rule before it's enforced. Upload your own policies, and Margent proposes more, each linked to the page it came from.
For the finance office of California agencies with an LA, Riverside or San Bernardino county contract. Margent checks and drafts; your staff decide, sign and submit.
Looking back
Revenue checkReady to pilot
Reads a year of your own billing exports and lists services never billed, denials nobody worked and rates paid wrong.
Still missing: a real agency’s exports. We haven’t yet seen a real Welligent, Exym, Credible or county report file.
Shows which missed money can still be billed, and the deadline for each fix.
Before you bill
County claim checkReady to pilot
Checks each service against your county’s dated rules, rates and deadlines before the claim goes out.
Still missing: a real agency’s services, and a final browser check of the county prompts at the clinician’s sign step.
A fix before billing, instead of a replacement claim after a denial.
After the county pays
Denial queueReady to pilot
Each denial from your 835s or county reports gets an owner, a deadline and a worksheet. It stays on the list until it’s resubmitted, closed, or a later payment shows it paid.
Still missing: a real agency’s 835s and county reports. For now the queue holds up to 5,000 records, so a large agency’s full year may not fit.
Denials worked in deadline order, before the county’s replacement window closes.
Before the auditor
Audit checkReady to pilot
Checks every chart, not a sample, on the items of LA County’s chart review tool, the CalMHSA tool and DHCS recoupment reasons that your export supports. The rest are marked can’t-check or sent to your reviewer.
Still missing: a real agency’s charts. It checks only the review items your chart export supports.
Documentation gaps found before the county finds them, and the binder ready for a records request.
Month end and cost-report season
Ready to pilotMonth end without rebuilding the spreadsheet, and the year-end report started from months already closed. Each month’s costs split to your contracts and programs, and the reports your funders ask for drafted from the same numbers.
Drafts it prepares
Not yet: Riverside and San Bernardino cost-report forms (not public), DCFS SR 3/4/9, SAPC DMC-ODS settlement, BHSA caps, managed-care plan lines, and other forms not yet verified.
A test written without seeing the engine’s code, on a fictional agency’s books: 184 of 193 cases pass, none fail, 9 not yet measured.
On our live site, with a made-up agency, all 175 checks passed, from sign-up and the first upload to the report drafts.
Still missing: a real agency’s books. AI help, such as reading contracts, stays off for your data until our AI provider signs a BAA.
Each one is 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. We’re looking for a first agency to run them alongside its current process. Margent never sends a claim or files a report; your staff do, through the county’s own process. Priced flat: a monthly fee or a fixed quote for a project, agreed before work starts, never a share of what you bill or recover.
Walk through a fictional agencyBring a family session that causes rework. In 30 minutes, in your own EHR, we'll draft one, check it against your rules and show you every source.