From the AI that captures the session to the billing team that posts the ERA, every part of StrataEMR is built to remove work without removing accountability. Explore the feature set by area.
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Mako runs inside the chart and at the claim. It captures the session, transfers content into the note, and validates the policy data before the claim leaves the office, without ever taking over the clinical decision.
Captures therapy sessions, transfers content into the note, and validates policy data against payer responses. Built into StrataEMR, included at no additional cost.
Patient Intake
Intake captured before the visit, mapped to the chart, and surfaced to the clinician on the initial evaluation. Less paperwork at the front desk, fewer corrections in the note.
Patients complete demographics, insurance, and history online before the visit. The front desk reviews and accepts on arrival rather than typing it in.
View in docs →Intake responses flow directly into the initial evaluation as a starting draft. The clinician edits what they want, keeps what they do not.
View in docs →Patients upload front and back images of the insurance card during intake. The front desk verifies coverage against what was captured.
In StrataEMRHIPAA acknowledgment, treatment consent, and financial responsibility forms collected and signed during the intake flow, stored against the chart.
In StrataEMRPediatric intake captured by a parent or guardian, with patient and guardian identity stored separately for downstream documentation and communication.
In StrataEMRPatient-reported outcome measures collected during intake, attached to the initial evaluation, and tracked across the episode of care.
View in docs →Patient Engagement
The patient-facing surfaces that keep visits on the calendar and balances off the books.
Text, email, and voice reminders configured per practice. Guardian reminders for pediatric patients.
View in docs →Pause regular reminders and send a one-time text or voice message to patients scheduled within a chosen window. For weather closures and unexpected disruptions.
View in docs →Portal access for intake forms, balance review, and document exchange. Mobile and desktop supported.
View in docs →Touchscreen kiosk for patient self check-in, intake form completion, and QR-code-driven portal payments at the front desk.
View in docs →Optional Authorize.net integration for card-on-file copay and balance collection. Integrated processing without leaving StrataEMR.
View in docs →Automated text or email alerts when a patient carries an outstanding balance, with a portal link to pay online.
View in docs →Clinical Documentation
Documentation that finishes at the point of care, with the right defaults for the way each visit type is actually written.
Routine treatment appointments auto-clone the most recent General Document to the current date of service.
View in docs →Re-evaluations and progress notes carry goals, diagnosis, and Plan of Care details forward from the prior document.
View in docs →Initial evaluations pull patient-entered intake history into the documentation as a starting point.
View in docs →PT, OT, and SLP templates are scoped to each discipline. Staff Type per discipline prevents cross-discipline documentation.
View in docs →Therapy directors shape templates, fragments, and selections at the practice level. Required fields, signing rules, and completion behavior are configured per template.
View in docs →Standardized outcome measures with built-in scoring and visit-to-visit tracking tables embedded in the documentation.
View in docs →Frequency, duration, and certification windows captured at the Plan of Care level. Recertification tasks surface before the window closes.
View in docs →Bill for the time spent reviewing patient data, communicating with patients, and adjusting care between visits. Built-in time tracking against CMS rules across two purpose-built templates.
View in docs →GPS-stamped visit documentation with tamper-evident location signatures. Available to any practice, used heavily by mobile and in-home therapists.
View in docs →Post-billing edits go through a versioned amendment workflow with the correction reason captured on every change.
View in docs →Billing and RCM
Claims that go out clean, denials caught upstream, and an in-house billing team that works inside the EMR.
Direct EDI connection for eligibility and claims. Benefits auto-verify on policy save.
In StrataEMRMedicare therapy cap usage updated per visit. KX modifier threshold surfaced before claims go out.
In StrataEMRCapture copay, deductible, visit limits, authorization requirements, and PCP referral details obtained from the payer. Recommended collect-at-check-in amounts calculate automatically. Mako-powered benefit verification on the way.
View in docs →Mako runs subscriber-identity checks against payer records the moment a policy is entered or updated. Active errors block document completion and claim creation until the policy is corrected.
View in docs →Visit limits, auth windows, and credentialing holds tracked per payer at the policy level.
View in docs →Per-patient view of charges, payments, adjustments, and outstanding balance for billing and ownership visibility.
View in docs →Claims are automatically posted within 24 hours of note completion by Mako. Track the status in the Clarity Panel.
In StrataEMRDenial routing, appeal workflows, and reprocessing tracked inside the EMR without a fax queue or email chain.
In StrataEMRCash-pay charges for wellness visits, supplies, and other non-CPT services. Apply directly to the patient's account outside the standard billing cycle.
View in docs →Practice Operations
Reporting, scheduling intelligence, and team management surfaces that let owners and administrators see and shape the practice.
Visits-per-week target set from the Plan of Care. Under-scheduled patients flagged before they fall off the schedule.
View in docs →Define your standard weekly schedule and let StrataEMR apply it automatically each night. No more manual setup at the start of every week.
View in docs →Track patients waiting for an available slot. Move them onto the schedule in two clicks when an opening appears.
View in docs →Facility-level scheduling and reporting with organization-level rollup across every site in a multi-location practice.
View in docs →Visits, reimbursement averages by CPT and payer, charge losses, and referring provider analytics on the same dashboard.
View in docs →Owner-focused weekly digest of schedule, billing, and revenue activity. The work StrataPT's billing team handled appears alongside your practice's own numbers.
View in docs →Pending charges queue and accounts receivable views built for the billing team and visible to owners.
In StrataEMRPipeline view that tracks new patient referrals from first contact through to scheduling. Replaces the whiteboard so nothing slips through.
View in docs →Front Desk, Clinical Staff, Therapy Director, Practice Administrator, and Business Owner roles with per-feature modifiers.
View in docs →Mobile schedule with map view and drive-time estimates for home health and ALF teams.
View in docs →Practice-wide task queue with assignment, due dates, and follow-up. Front desk, clinical, and billing teams work from the same list.
View in docs →Inbound and outbound fax handled inside StrataEMR. QR codes on outbound documents auto-route signed returns to the right patient.
View in docs →Compliance and Security
Guardrails on every chart and every claim. Errors surface at completion, not after the remittance.
Active policy, completed benefits, authorization on file, and referring provider NPI required before a Medicare document can be marked complete.
View in docs →Per-template required fields enforced at completion. Required selections render red until filled.
View in docs →Two-factor authentication available for every user role. Inactive staff status preserves history without leaving an active login.
View in docs →PHI encrypted in transit and at rest. Mako Scribe recordings and transcripts treated as PHI.
In StrataEMRVersioned amendments, signature capture, and audit history per document for compliance review.
In StrataEMRBook a demo and we will walk through the features that map to how your practice operates today.