Goals, measures and risk history are shared across behavioral health, primary care and case management. Every note links back to the shared plan, and every coordination contact is logged and billable.
Care coordination note
Behavioral Health Home · Nurse care manager · T1017
Care team communication isn't documented for this contact.
Behavioral Health Home program template · CMS health home core services
Suggested fix: Add the PCP letter as the care-team communication. It's already drafted.
What changes with Margent
One plan across teams
Goals, measures and risk history visible to every discipline; notes link back to shared goals.
Coordination documented
Coordination-of-care letters are drafted for approval, and every contact is logged.
Integrated templates
Templates spanning behavioral health, primary care and case management.
Each step names the product that does the work. A person approves anything that leaves the building.
An integrated care plan is drafted with goals the whole team shares.
Nurse, peer and case manager notes each link back to the shared goals.
PCP and specialist letters are drafted for a clinician to review and send. Margent sends nothing itself.
Before a visit, anyone on the team can ask what changed and get a cited answer.
Qualifying-service checks run per enrollee before the month closes.
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 eachSession linked to a treatment-plan goal (medium severity)
Org policy CL-12 §3.2; CARF Standard 2.B.11; CCBHC Criteria 2023 §4.d
Billed diagnosis supported by the plan (high severity)
CMS Program Integrity Manual Ch. 3 §3.3.1; ICD-10-CM Official Guidelines
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)
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.
Bring a care coordination 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.