Direct support staff dictate a short recap on their phone, and Margent drafts the shift note in your waiver's format. Units and service definitions are checked before billing, and each note links back to the person-centered plan.
Waiver service note
IDD Supports · Community Living Supports · 3 h 30 m
16 units billed but 3 h 30 m documented, which supports 14 units of 15 minutes.
State HCBS waiver service definition · 15-minute unit rule
Suggested fix: Change the claim to 14 units, or document the missing time with a start and stop.
What changes with Margent
Waiver-aware checks
Service definitions and unit rules per state waiver live in your note rules, and note checks enforce them.
Plan continuity
Notes link to support-plan outcomes across years, not just the latest plan.
Fast shift notes
Dictate a two-minute recap on a phone, and Margent writes the shift note in your format.
Each step names the product that does the work. A person approves anything that leaves the building.
The DSP dictates a two-minute recap on a phone, in the browser.
The shift note follows your waiver template, with each line linked to a PCP outcome.
Units, the service definition, staff credentials and choice documentation are checked before billing.
The plan review draws on a year of notes, with progress cited for every outcome.
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 eachRequired note sections present and non-empty (medium severity)
Org policy CL-12 §3.1 (note templates)
Guardian consent for minors and adults under guardianship (high severity)
Michigan MCL 330.1707 (minor consent); Org policy CL-04
Note signed within 72 hours (high severity)
Michigan Medicaid Provider Manual §1.7; Org policy CL-12 §5.1
Person-first, non-stigmatizing language (low severity)
Org verbiage guide (Note rules); NIDA 'Words Matter' guidance
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 shift 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.