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 a session leaves behind
- 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
Printed claim forms and superbills
The fields a superbill or claim form needs are captured per session and leave as export data today. Printing them onto the forms waits on our AMA CPT licence, so for now a biller loads 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.
Who should stay where they are
The fit is 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.
That calculation changed for some counselors in 2024. Licensed marriage and family therapists and mental health counselors have been able to enroll in Medicare and bill it independently since January 1, 2024. A counseling practice adding Medicare patients under that rule takes on Medicare’s documentation expectations, and Medicare is a payer that someone has to submit claims to: here that someone is your biller.
One detail to check during a trial: psychotherapy codes are chosen by how long the session ran, and here the code on a charge comes from what was booked. If a session booked as one length ran to another, the charge needs its code changed before it goes to the biller.
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
Should a counseling practice write SOAP, DAP or BIRP notes?
Can a supervisor co-sign an associate clinician's notes?
Can existing client records be migrated?
Is this HIPAA compliant?
Sign and co-sign a test progress note
14 days, no card required. Use made-up patients while you evaluate: real patient information waits until a business associate agreement is in place.