Margent checks CCBHC timeliness on intake notes, checks every note against the right county, MCO and state rules at signing, and builds your quality measures from data clinicians already collect.
DAP progress note
Adult Outpatient · Michigan Medicaid · 46 min
Treatment plan expires in 6 days. Services after 11/5 won't be supported by a current plan.
CCBHC Criteria 2023 §4.e · Michigan Medicaid Provider Manual §2.4 (IPOS)
Suggested fix: Start the plan review. A draft with PHQ-9 trends is ready.
What changes with Margent
Rules per county and payer
Your note rules hold each county's and MCO's requirements. Note checks apply the right set to each note.
CCBHC timeliness on the intake note
Note checks test the intake note against the 10-business-day initial evaluation rule. Clocks that start at the first phone call are planned.
Quality measures from the work
Depression remission and suicide-risk assessment rates are computed from data clinicians already collect.
Notes that keep up
Notes are written in your format with treatment plan goals intact, so the backlog stops growing.
Each step names the product that does the work. A person approves anything that leaves the building.
A text assistant screens new clients and hands any risk to a person. Answering phone calls is planned.
Margent writes the biopsychosocial and the first person-centered plan from the session.
Note checks apply county, MCO and state rules at signing, and cite each one.
PHQ-9 and DLA-20 are scored, and the trend goes into the next note. Sending them to clients by text is planned.
DEP-REM-6, SRA and I-SERV are exported from data you already have.
Each one comes configured for this setting, cites its source, and can be tightened per program, template or field.
In the starter note rules
6 rules · your QA lead approves eachInitial evaluation within 10 business days (medium severity)
CCBHC Criteria 2023 §2.b.1
Treatment plan current on date of service (critical severity)
CCBHC Criteria 2023 §4.e (plan updated at least every 6 months); Michigan Medicaid Provider Manual §2.4 (IPOS)
Start and stop times documented (high severity)
Michigan Medicaid Provider Manual, Behavioral Health & IDD Supports §1.7 (Documentation)
Questionnaire schedule (low severity)
Joint Commission CTS.03.01.09; Northshore Mutual Health BH Policy 9
Session linked to a treatment-plan goal (medium severity)
Org policy CL-12 §3.2; CARF Standard 2.B.11; CCBHC Criteria 2023 §4.d
Note signed within 72 hours (high severity)
Michigan Medicaid Provider Manual §1.7; Org policy CL-12 §5.1
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 progress note that causes rework. In 30 minutes, in your own EHR, we'll draft one, check it against your rules and show you every source.