One note per group member, covering only what that person said and the goals they're working on. Part 2 consent is checked before anything leaves, ASAM justifications are drafted dimension by dimension, and IOP authorizations are assembled from the chart.
Group note · member section
Recovery Services · H0005 · 6 members · 42 CFR Part 2
Part 2 consent is not on file for this member. Signing is on hold until it is.
42 CFR Part 2 §2.31 (2024 Final Rule) · Org policy P2-01 §2
Suggested fix: Record the member's signed Part 2 consent. The hold lifts once it's on file.
What changes with Margent
Individualized group notes
One note per member covering only their participation and goals.
Part 2 built in
Part 2 flags and consent captured on every session. Automatic redisclosure notices are next on the roadmap.
ASAM justifications
Dimension-by-dimension justifications drafted from the assessment, aligned to ASAM 4th edition.
Prior auth for IOP and residential
Authorization requests are assembled with payer criteria mapped to chart evidence.
Each step names the product that does the work. A person approves anything that leaves the building.
Reading referral packets and ED faxes, and suggesting a level of care, is planned. The referral queue in the app uses sample data.
ASAM 4th edition justifications are drafted dimension by dimension from the interview.
Speakers are separated, and each member gets their own note tied to their own goals.
IOP and residential authorizations are built with the payer's criteria mapped to evidence.
Part 2 consent is captured on the session and logged. Automatic §2.32 notices on export are next on the roadmap.
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 eachSubstance-use consent (Part 2) on file before disclosure (critical severity)
42 CFR Part 2 §2.31 (2024 Final Rule); Org policy P2-01 §2
Redisclosure notice attached (high severity)
42 CFR Part 2 §2.32
ASAM level of care documented every 30 days (medium severity)
Maumee Valley Health Partners Provider Manual §8.1; ASAM Criteria 4th ed.
Group notes individualized per member (high severity)
Michigan Medicaid Provider Manual §1.7; CARF Standard 2.E
Group size within payer cap (medium severity)
Maumee Valley Health Partners Provider Manual §6.2
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 group 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.