More time for your clients.
Less time on paperwork.
MH Exchange listens to your sessions, writes your notes, suggests codes, checks claims, and tracks payments—so you can focus on what matters most.
7-day free trial · No credit card required · Cancel anytime
HIPAA compliant
BAA on every plan
SOC 2 Type II
Independently audited
256-bit encryption
In transit & at rest
US-hosted
Data stays in the United States
Session
38:14AI is listening…
Progress Note
SOAP note drafted
Ready for your review
Coding
Claim
Clean claim
Ready to submit
From first visit to paid claim
Set up your whole practice in under 20 minutes, then let the workflow carry each patient from intake to reimbursement.
- 1
Add the patient
Create a record in seconds, or import from your current EHR. Set up your whole practice in under 20 minutes.
- 2
Intake & consent
Send a secure packet. The client completes forms, signs consents, and finishes assessments before they arrive.
- 3
Meet with AI scribe
Run the session in person or over video. The AI Copilot transcribes and takes structured notes while you stay present.
- 4
Note, plan & codes
AI drafts the progress note, suggests a diagnosis and treatment plan, and proposes ICD-10 and CPT codes for your review.
- 5
Claim submitted, you get paid
Validated claims go to the payer electronically. Track status to paid, and collect patient balances by card or ACH.
See MH Exchange work
Click through each step to see how MH Exchange helps you deliver care and get paid.
What you enter
Maya Ellis
MRN 10842
14 Mar 1991 (35) · she/her
Coverage
Care team
Dana Whitfield, LCSW
Maya is ready for intake
You’re all set to send intake forms and assessments.
What you send
Telehealth informed consent
Version 3 · for Maya Ellis
What the product records
Hash chain 4f9ac0…e71b
MH Exchange checks
Consent signed
HIPAA & financial policy
Intake form complete
All fields submitted
Assessment scored
PHQ-9: 14 (moderate)
Insurance verified
Copay: $25
What is said
Live transcript
Clinician: How have you been since our last session?
Emily: More anxious lately. Work's been stressful and I'm not sleeping.
Clinician: When did the sleep trouble start?
What the product hears
Drafting a progress note in this client’s DAP format.
MH Exchange checks
Session recorded
45 min, speaker-attributed
Transcript saved
Final transcript locked
AI note drafted
SOAP format, ready for review
Risk scan clear
No risk indicators detected
What it read
Clinician: How have you been since our last session?
Emily: More anxious lately. Work's been stressful and I'm not sleeping.
Clinician: When did the sleep trouble start?
What it drafted
D Reports increased anxiety and sleep disturbance tied to work stress.
A GAD symptoms, engaged and insightful. No safety concerns.
P Continue CBT; sleep hygiene plan. F41.1 · 90837.
from “More anxious lately. Work's been stressful and I'm not sleeping.”
from “More anxious lately. Work's been stressful and I'm not sleeping.”
from “When did the sleep trouble start?”
MH Exchange checks
Note signed
DAP format, clinician approved
Diagnosis coded
F41.1 — GAD
CPT code assigned
90837 — 53+ min psychotherapy
Claim validated
5-point check passed
What is checked
What you get paid
MH Exchange checks
Claim accepted
Payer acknowledged 837P
Adjudicated
Processed within 14 days
Payment posted
$142.80 deposited
Patient balance
$25 copay collected
Focus on your clients
We handle the admin.
Save 2+ hours
Every single day.
Built for privacy
Secure. Compliant. Trusted.
Get paid faster
Clean claims. Fewer denials.
It drafts. You decide.
Fourteen places the model does the first pass — from a live session to a submitted claim. In every one of them what it produces is a draft with its confidence attached, and nothing reaches a chart or a claim until you accept it.
- Progress notes drafted in under a minute
- Codes and diagnoses proposed with a confidence band
- You review and approve — nothing is filed on its own
AI Copilot
Ask it to summarize the session, suggest a diagnosis, or draft treatment goals — live, without breaking eye contact.
Which claims are at risk of missing timely filing this month?
Four claims are inside 15 days of their filing deadline. Two are unsubmitted; the other two were rejected and not reworked.
3 records cited — every answer links to what it read.
Live transcription
Speaker-attributed transcript of the whole session, captured in real time.
Live structured notes
Presenting concerns, patient statements, clinical observations, and interventions organized as you talk.
Each of these produces a draft. Nothing reaches a chart or a claim until you accept it.
Progress notes
A complete SOAP, DAP, or BIRP note drafted from the transcript in under a minute.
Subjective
Reports sleeping better since the last session. Work stress unchanged.
Plan
Continue weekly CBT. Introduce sleep hygiene worksheet before next visit.
Nothing reaches the chart until you accept or edit it.
Note-quality score
Every note scored 0–100 on clarity, clinical relevance, length, and professional language.
Chat-to-refine
Refine any note by asking — tighten the plan, expand the assessment, adjust the tone.
Diagnosis suggestions
Ranked ICD-10 diagnoses with written rationale and a confidence band for each.
Risk detection
Surfaces risk indicators from the session so nothing is missed.
Treatment plans
Goals, measurable objectives, and evidence-based interventions, drafted from the assessment.
Guideline alignment
Checks the plan against evidence-based guidelines and flags gaps.
Each of these produces a draft. Nothing reaches a chart or a claim until you accept it.
Claim validation
Five-point check — eligibility, authorization, diagnosis pointer, coding validity, and charge amount — before you submit.
- Eligibility verified
- Diagnosis pointers valid
- Coding consistent with the note
Coding agent
ICD-10 and CPT codes proposed from the note, each with a written rationale and confidence.
Eligibility checks
Automatic coverage verification so you know what a payer will cover before the visit.
Denial insight
When a claim is denied, see why and what to fix — no more guesswork.
Each of these produces a draft. Nothing reaches a chart or a claim until you accept it.
MH Exchange assists — you decide. Every AI suggestion is yours to review, edit, and approve before it reaches a record or a claim. Your data is encrypted and never used to train public AI models.
Everything your practice runs on
Scheduling, records, documentation, billing, and payments — one system instead of five, so nothing falls between the tools.
Smart scheduling
Conflict-free booking, a shared team calendar, and reminders that cut no-shows.
Client records
One record per client: demographics, clinical snapshot, risk level, care team, and full history.
Intake & consent
Send a secure link by email or SMS. Clients complete intake, sign consents, and finish assessments before the first session.
Telehealth sessions
Secure video with a live, speaker-attributed transcript, whiteboard, and recording — all captured to the encounter.
Documentation
SOAP, DAP, or BIRP notes drafted from the session in under a minute — with smart phrases, templates, auto-save, and sign & lock.
Claims & revenue cycle
Codes proposed from the note with the model's confidence attached, a five-point check before you submit, 837P through our clearinghouse, and status tracked to paid.
Included in every account
- Assessments (PHQ-9, GAD-7, PCL-5, WHO-5, ASRS)
- Treatment plan builder
- Diagnosis & ICD-10 / CPT coding
- Note-quality scoring
- Denial insight
- Eligibility checks
- Patient payments (card & ACH)
- Secure client portal
- Secure messaging
- Documents & e-signature
- Reports & analytics
- Tasks & to-dos
- Team & role management
- Payer management
- Denial management
- Payment posting
- Timely-filing alerts
- Audit history
See it on your own notes.
7-day free trial · No charge until it ends · Cancel anytime
Moving from another EHR?
Bring your practice with you. We handle the migration so you don't lose a client, a note, or a day of billing.
Import your data
Bring clients, notes, and documents across from SimplePractice, TherapyNotes, and others.
Run in parallel
Keep your current system live while you settle in. Switch fully only when you're ready.
Guided onboarding
A real person helps you set up payers, credentials, and templates so day one just works.
Bill the payers you already work with
Submitted electronically through our clearinghouse, and tracked to paid.
Commercial
- Aetna
- Blue Cross Blue Shield
- Cigna
- UnitedHealthcare
- Optum
Government
- Medicare
- Medicaid
- Tricare
…and hundreds more, submitted securely through our clearinghouse.
Pricing that follows your caseload
Every feature on every account, and an encounter allowance your whole practice shares. No setup fees, no cut of what you collect. Start free for 7 days.
Includes 100 clinical encounters per clinician each month, pooled across your practice — two clinicians share 200, and either can use the whole balance.
- Every clinical feature, on every account
- 100 encounters per clinician, pooled across your practice
- Billers and front-desk staff at no charge
- No cut of what you collect
- Cancel any time
Then $0.75 per additional encounter. Automated insurance billing $2.00 per submitted encounter, only if you use it. Enterprise and API plans available.
What clinicians say
“MH Exchange has saved me hours every week. Notes, coding, and claims — all in one place. I get to spend that time with clients instead of paperwork.”
- to draft a progress note
- < 1 min to draft a progress note
- to set up your practice
- < 20 min to set up your practice
- claim check before you submit
- 5-point claim check before you submit
- free trial, no charge upfront
- 7-day free trial, no charge upfront
A workspace you can rely on
You already saw the certifications. Here is what sits behind them.
A BAA on every plan
The Business Associate Agreement comes with every account — not held back as an enterprise upsell.
Two-factor authentication
2FA, SSO, and scoped API keys to secure every account.
FHIR & HL7 ready
Integrates with your EHR and the tools you already use.
Accessible by design
WCAG 2.1 AA across the product, with contrast verified in CI.
Questions, answered
Everything about trials, billing, migrating, and compliance.
Still have a question?
Tell us about your practice and we'll come back to you — no demo booking, no sales sequence.
- A person replies, usually within one business day
- Questions about pricing, migrating, or whether we fit your practice
- Not a clinical or emergency channel — please leave patient details out
Ready to simplify your practice?
Join clinicians saving hours every week on notes, coding, and claims.
7-day free trial · No charge until it ends · Cancel anytime