Built for therapy practices working in ALFs

Documentation, billing, and routing built for the way ALF therapy actually works

Therapy delivered in assisted living looks nothing like clinic-based therapy. Clinicians move between residences, treat Medicare Part B patients predominantly, and rely on mobile-first workflows. StrataEMR's mobile schedule, map view with drive times, daily-note auto-cloning, and Medicare-direct eligibility connection are built for practices treating in ALFs and senior living communities.

Trusted by Hundreds of Physical, Occupational and Speech Therapy Clinics

  • Total Therapy Florida

    8 Locations

  • On The Go

    11 Therapists

  • Mobile Therapy Group

    18 Therapists

  • BlueRock

    3 Locations

  • High Desert

    4 Locations

  • Gravity

    6 Therapists

  • Omni PT

    5 Therapists

How it works

Built for therapy that happens in the field

Four places StrataEMR is built for clinicians moving between assisted living facilities, not sitting at a clinic workstation.

Step 1

Mobile schedule built for the field

Clinicians treating across multiple ALFs need their schedule on a phone, not a desktop. StrataEMR's mobile-friendly daily agenda shows today's appointments with patient names, addresses, and quick-action buttons for calling, texting, and starting documentation. Personal productivity statistics (units billed, mileage, pay) appear at the bottom of the same view.

  • Daily agenda with patient names, addresses, and room numbers
  • Click-to-call and click-to-text from the visit row
  • Personal productivity totals on the same screen
Today's agenda
Tuesday, March 18 · 4 ALF visits
Mobile view
8:00 AM
Maplewood
E. Whitaker
Room 214 · 4820 Maple Ridge Dr
Call Text Start Note ›
9:30 AM
Cedar Ridge
M. Alvarez
Room 108 · 712 Cedar Crest Ln
Call Text Start Note ›
11:15 AM
Sunset Manor
D. O'Neill
Room 322 · 95 Sunset Manor Blvd
Call Text Start Note ›
1:00 PM
Willow Bend
J. Pham
Room 145 · 1100 Willow Bend Ct
Call Text Start Note ›
Units today
24
Miles
38
Pay
$185

Step 2

Schedule map with drive times and route suggestions

The schedule map plots each clinician's day with pins color-coordinated to the clinician, drive times and distances between appointments, and route suggestions when a more efficient order is available.

  • Clinician-colored pins for the full day
  • Drive times and distance between every appointment
  • Reorder suggestions when a more efficient route exists
1
Maplewood
2
Cedar Ridge
3
Sunset Manor
4
Willow Bend
Route preview
8:00 → Maplewood 12 min · 4.3 mi
9:30 → Cedar Ridge 8 min · 2.1 mi
11:15 → Sunset Manor 14 min · 5.6 mi
1:00 → Willow Bend 9 min · 3.2 mi
Suggested reorder saves 14 min
Apply ›

Step 3

Documentation that pulls forward and auto-clones

Daily notes auto-clone from the most recent General Document for routine treatments. Inherit Previous carries forward goals, diagnosis, and Plan of Care details on re-evaluations and progress reports. Mako AI Scribe generates SOAP-organized summaries from session audio for the visits where narrative documentation matters most.

  • Auto-clone for routine daily treatment notes
  • Inherit Previous for re-evals and progress reports
  • Mako AI Scribe for narrative-heavy visits
Start from previous document Selected
Inherit Previous
Daily Tx · 3/16
Start from Blank
New document
Today · Maplewood Senior Living 2 of 4 visits
8:00
E. Whitaker
Room 214 · Daily Treatment
Auto-clone
8:45
R. Garrison
Room 118 · Progress Report
Mako AI Scribe
E. Whitaker · Daily Treatment Cloned from 3/16
Transfers Min A from bed to w/c, improved from Mod A
Gait 150 ft x 2 with rolling walker (unchanged)
Plan Progress to stair training next visit

Step 4

Medicare-direct eligibility and certification tracking

Most ALF therapy is billed under Medicare Part B. StrataEMR's direct Medicare connection auto-verifies benefits when policies are saved and tracks visit usage against the benefit cap throughout the year. Certifying provider NPI is required on every Medicare claim. Recertification windows surface as tasks before they expire. KX modifier threshold is monitored automatically.

  • Direct Medicare connection with auto-verification
  • Therapy cap and KX threshold tracked per visit
  • Recertification windows surfaced as tasks
EW
E. Whitaker
Maplewood · Room 214
Medicare Part B
Therapy cap usage 87%
$2,030 of $2,330 used KX threshold
Certification window
Recerts in 14 days · POC signed 2/12
Task
Certifying provider NPI
Dr. K. Hollis · 1845067291
Confirmed

What's in the workflow

Every ALF touchpoint, covered

Mobile-first scheduling, route optimization, Medicare-direct billing, and documentation that finishes at the resident's door.

Mobile-friendly schedule

Daily agenda with patient names, addresses, room numbers, and quick-action buttons for call, text, and Start Note. Productivity totals on the same view.

Schedule map view

Pins color-coordinated per clinician with drive times and distances between every visit. Reorder suggestions when a faster route exists.

Daily note auto-cloning

Routine treatment appointments auto-clone the most recent General Document to the current date of service. Clinicians document what changed.

Mako AI Scribe

Audio-based SOAP summary plus a full speaker-labeled transcript for evaluations, re-evaluations, and narrative-heavy visits in the residence.

Direct Medicare connection

EDI connection to Medicare for eligibility and claims. Benefits auto-verify on policy save. Therapy cap and KX modifier update automatically.

Certification tracking

Certifying provider NPI captured per patient. Recertification windows tracked and surfaced as tasks before they expire.

Plan of Care frequency tracking

Visits-per-week target set from the Plan of Care. Schedule Analytics flags under-scheduled patients before they fall off the schedule.

Click-to-pay and balance alerts

Recommended collection amount per visit. Scan-to-pay copay flow at the residence. Balance alerts and patient portal payments through Authorize.net.

Care team coordination

Per-patient care team visibility across PT, OT, and SLP working in the same facility. Shared notes and a single Plan of Care across disciplines.

Full capability set

One platform. Built for therapy in assisted living.

Everything below is included. No per-user fees. No per-location pricing.

Mobile and field workflows

  • · Mobile-friendly daily agenda
  • · Click-to-call and click-to-text
  • · Start Note from the schedule row
  • · Schedule map with drive times
  • · Route reorder suggestions
  • · Personal productivity totals on schedule
  • · Mileage tracking per visit

Documentation

  • · Daily note auto-cloning
  • · Inherit Previous on re-evals and progress reports
  • · Inherit Patient Intake
  • · Mako AI Scribe in the residence
  • · PT, OT, and SLP discipline-scoped templates
  • · Outcome measures and pain drawings
  • · Document amendment with versioning

Medicare workflow

  • · Direct Medicare EDI connection
  • · Auto-verification on policy save
  • · Therapy cap tracker
  • · KX modifier threshold monitoring
  • · Certifying provider NPI tracking
  • · Recertification window tasks
  • · Supervising therapist NPI on every document

Plan of Care management

  • · Plan of Care frequency target per patient
  • · Schedule Analytics flagging under-scheduled patients
  • · Visits-per-week tracking
  • · Recertification window surfaced as tasks
  • · Shared Plan of Care across disciplines

Patient engagement

  • · Appointment reminders (text, email, voice)
  • · Balance alerts
  • · Patient portal
  • · Authorize.net online payments
  • · Recommended collection amount per visit
  • · Scan-to-pay copay flow
  • · Care team visibility across disciplines

Compliance and access

  • · Document completion blocks
  • · Required selections per template
  • · Two-factor authentication
  • · Staff Type per discipline
  • · Inactive staff status preserves history
  • · Amendment history with versioning
  • · Permission scopes per role

Billing and RCM

  • · StrataPT billing team
  • · Clarity Panel per patient
  • · Pending Charges
  • · Accounts Receivable
  • · ERA posting within 24 hours
  • · Denial follow-up and appeals
  • · Credentialing holds per payer

FAQ

Common questions from ALF practices

Built for the Facility. Built for Your Team.

See how StrataEMR runs scheduling, documentation, and Medicare billing for a therapy practice working across assisted living facilities.