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Margent
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As of November 2026

What works today, and what’s left.

Every tool we have, in plain words, with its real status. We’d rather you hear it here than find out in a pilot.
  • Works today

    Live in the product. Notes is the only one, and real client sessions still wait on our AI providers’ BAAs.

  • Ready to pilot

    Built, switched on, and tested end to end on our live site with a made-up organization that was then deleted. Not yet run on a real customer’s files.

  • In testing

    Works only against test systems or sample data, or is switched off.

  • Planned

    Not built yet.

For county-funded agencies.

  • Revenue checkReady to pilot

    For agencies

    Finds county money you earned but were never paid, and says what you can still fix and by when.

    Still missing: a real agency’s exports. We haven’t yet seen a real Welligent, Exym, Credible or county report file.

  • County claim checkReady to pilot

    For agencies

    Catches county rule errors on each service before it goes to the county.

    Still missing: a real agency’s services.

  • Denial queueReady to pilot

    For agencies

    Puts an owner, a plain reason and a deadline on every denial, so none is forgotten.

    Still missing: a real agency’s 835s and county reports. A full year goes in by service month: each month holds up to 5,000 records.

  • Audit checkReady to pilot

    For agencies

    Reviews every chart the way a county reviewer would, not just a sample.

    Still missing: a real agency’s charts. It checks only the review items your chart export supports.

  • Cost reportsReady to pilot

    For agencies

    Splits shared costs to each contract and drafts the cost reports your funders require.

    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.

Notes, practice tools and what’s next.

  • NotesWorks today

    For both

    Writes the session note from the recording and ties every sentence to the moment it was said. A sentence with no source can’t be signed.

    Real client sessions need our AI providers’ BAAs first. Until then, use it with made-up sessions.

  • Claim checkReady to pilot

    For private practices

    Checks that the note supports the billing code before the claim goes out (minutes, add-ons, telehealth, credentials).

    Still missing: a real practice’s claims and a certified coder’s review. Code-pair (NCCI) edits stay off until we license the AMA’s CPT codes.

  • Payment checkReady to pilot

    For private practices

    Re-prices each insurer payment against your contract and drafts the letter when they paid too little.

    Still missing: a practice’s real 835 payment files, and proof that at least 95% of what it flags on them is right.

  • Insurance check

    In testing

    For private practices

    Checks a client’s insurance before the first visit, including which company actually pays for mental health.

    Runs in test mode only. Still missing: a BAA with our clearinghouse, and its production mode.

  • County claim submission

    In testing

    For agencies

    Builds the county’s claim file so staff stop re-typing services into several county systems.

    Runs in a practice simulator only. Real county connections stay off until each county certifies us.

  • Filing notes into the EHR

    In testing

    For both

    Writes the signed note into the EHR and reads it back to prove it landed.

    Tested in EHR sandboxes (Epic) and on our own test page. Not yet on a live EHR.

  • Review packets for day programs and live-in care

    Planned

    For agencies

    Drafts the paperwork insurers ask for to keep approving intensive care.

  • Medi-Cal coverage-loss alerts

    Planned

    For agencies

    Warns before clients lose Medi-Cal at the 6-month renewals that start in 2027.

What stands between us and a first pilot.

Mostly paperwork, not software.

  1. Company paperwork. Sign the contracts a pilot needs, reviewed by our lawyers.

  2. A BAA with your agency. The privacy agreement US law requires before we may touch client data.

  3. AI providers’ BAAs. Only for notes and AI help. The five county tools use no AI, so they don’t wait on this.

  4. Your first year of exports. The first real run is what moves a tool from “Ready to pilot” to “Works today”.

See it on a fictional agency in ten minutes.

Walk through a fictional agencyTalk to us about a pilot