One system for the clinical record and the practice
Behavioral health practices commonly run two products: an EHR for notes and treatment plans, and something else for scheduling and payments. The seam between them is where charges go missing — a signed note with no charge behind it, or a billed session with no note to support it at audit.
MegAligna keeps the note and the charge on the same session record, so month end is a report rather than a reconciliation between two systems.
What this behavioral health software includes
- Included
Progress notes that lock when signed
A draft becomes signed, and signed content is immutable at the database level — a correction is an addendum, not a quiet edit. Co-signature is a first-class state, which is what a supervised caseload needs.
- Included
Treatment plans linked to notes
Goals and objectives live on the plan; a note records which goals the session addressed by picking them from that plan, so documentation traces to the plan a payer authorized.
- Included
Recurring session scheduling
Weekly and biweekly series, expanded in the location's own time zone so daylight saving does not shift a standing appointment, with cancellation reason codes on every cancellation.
- Included
Charge capture and biller exports
CPT capture per session with units, modifiers and diagnosis linkage, exported per session as CSV for whoever bills on your behalf.
- Roadmap · v1.x
SOAP, DAP and BIRP template presets
The note lifecycle is shipped and note fields are configurable, but the three named formats are not yet preset templates you can pick — today a practice builds its own layout.
- Roadmap · v1.x
Superbill and CMS-1500 PDFs
Every field either document needs is captured per session and exports as data today. Rendering them onto the actual forms is gated on AMA CPT licensing — until that completes, billers take the export into their own claim tool.
- Not included · v2
In-app claim filing to payers
Not offered. Claims are not submitted to payers from here, so practices billing insurance directly need either their own biller or a system that files claims, such as SimplePractice or TherapyNotes.
Which behavioral health practices this fits
Cash-pay and out-of-network practices, and insurance practices that bill through their own biller.
A solo therapist filing in-network claims from inside their EHR today is better served staying where they are: switching would mean giving up in-app claim filing and adding a biller to the workflow. The SimplePractice and TherapyNotes comparison pages set out that trade-off in detail.
The documentation surface is covered in clinical notes, with SOAP, DAP and BIRP templates for the three structures most behavioral health practices write in. Agencies running ABA alongside general behavioral health should start at ABA practice management software.
Common questions
Which note format should a practice standardize on?
Can existing client records be migrated?
Is this HIPAA compliant?
Try it end to end with test data
14 days, no card required. Use made-up patients while you evaluate — real patient information waits until a business associate agreement is in place.