Built for outpatient PT, OT, and speech practices
Documentation, billing, and compliance for outpatient rehab, in one system.
Outpatient therapy runs on thin margins, dense documentation requirements, and payers that deny first and ask questions never. StrataEMR is built for the way outpatient PT, OT, and speech actually operates.
Trusted by Hundreds of Physical, Occupational and Speech Therapy Clinics
8 Locations
11 Therapists
18 Therapists
3 Locations
4 Locations
6 Therapists
5 Therapists
How it works
Built for outpatient rehab from documentation to deposit
Four places StrataEMR pulls compliance work upstream and keeps revenue from leaking on the way out.
Step 1
Notes that finish at the point of care
Clinicians treating the same patients three times a week do not start each note from scratch. Daily notes auto-clone the most recent General Document. Inherit Previous carries goals, diagnosis, and Plan of Care details forward on re-evaluations. Mako AI Scribe captures session audio and returns a SOAP summary. Documentation happens during the visit, not after it.
- Auto-clone for routine daily treatment notes
- Inherit Previous on re-evals and progress reports
- Mako AI Scribe for narrative-heavy visits
Step 2
Claims that go out clean the first time
Document completion gating blocks a note from being marked complete without an active policy on the date of service, completed benefit verification, authorization on file when required, and certifying provider NPI on every Medicare claim. Required selections mark fields red and block completion until they are filled. Errors surface before the claim goes out, not after the remittance comes back short.
- Four pre-completion checks on every document
- Required selections enforced per template
- KX modifier threshold monitored automatically
modifier
Step 3
Medicare and multi-payer complexity handled at the policy level
StrataEMR's direct Medicare EDI connection auto-verifies benefits when policies are saved and tracks visit usage against the therapy cap throughout the year. Medicare Advantage and commercial plans carry authorization tracking, visit limits, and payer-specific credentialing holds. Each payer's rules live at the policy level, not in someone's memory.
- Direct Medicare EDI connection
- Therapy cap tracker updated per visit
- Authorization and credentialing holds per payer
Step 4
Billing operations that remove the work from your front desk
The StrataPT billing team works inside the EMR. Pending charges, denial follow-up, appeals, and ERA posting happen within the same system clinicians document in. ERA posting runs within 24 hours. The Clarity Panel gives owners a per-patient view of charges, payments, adjustments, and outstanding balances.
- In-house billing team works inside the EMR
- ERA posting within 24 hours of remittance
- Clarity Panel per patient across the practice
Real outcomes
What outpatient practices are saying
"I wish we'd found StrataPT years ago. Because we're saving money and it's easier to train staff, StrataPT will allow me to grow my clinics even faster."
"Before StrataPT, every aspect of our billing was done manually — Now, everything is handled on autopilot. I don't have to submit bills or follow up on claim denials, but can still trust it's getting done right."
What's in the workflow
Every outpatient touchpoint, covered
Documentation, Medicare-direct billing, compliance gating, and an in-house billing team in one platform.
Daily note auto-cloning
Routine treatment appointments auto-clone the most recent General Document to the current date of service. Clinicians document what changed, not what stayed the same.
Mako AI Scribe
Audio-based SOAP summary plus a full speaker-labeled transcript. Consent prompt before every recording. Recordings treated as PHI under HIPAA.
Document completion gating
Notes cannot be marked complete without an active policy, completed benefits, authorization on file, and certifying provider NPI on Medicare claims.
Direct Medicare connection
EDI connection to Medicare for eligibility and claims. Benefits auto-verify on policy save. Therapy cap tracker and KX modifier update automatically.
Certifying provider tracking
Certifying provider NPI captured per patient. Recertification windows tracked and surfaced as tasks before they expire.
Clarity Panel
Per-patient financial summary covering charges, payments, adjustments, and outstanding balance. Owned by the billing team, visible to owners.
StrataPT billing team
Billing staff work inside the EMR. Pending charges, denial follow-up, appeals, and ERA posting without a secondary platform.
Schedule Analytics and POC tracking
Visits-per-week target set from the Plan of Care. Schedule Analytics flags under-scheduled patients in red before they fall off the schedule.
Full capability set
One platform. Built for outpatient therapy.
Everything below is included. No per-user fees. No per-location pricing.
Documentation
- · Daily note auto-cloning
- · Inherit Previous
- · Inherit Patient Intake
- · Start From Blank
- · Mako AI Scribe
- · PT/OT/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
Compliance and completion
- · Document completion blocks
- · Required selections per template
- · Staff Type per discipline
- · Amendment history with versioning
- · Two-factor authentication
- · Inactive staff status preserves history
Multi-payer management
- · Authorization tracking
- · Visit limits
- · Payer-specific credentialing holds
- · Benefit verification
- · Medicare Advantage as commercial payer
- · PCP referral tracking
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
Reporting
- · Schedule Analytics
- · Visit Totals
- · Payer Analysis
- · Average Reimbursement by Payer and CPT
- · Charge Losses
- · Patient Balance
- · Referring Provider
- · Patient Discharge
Permissions
- · Front Desk
- · Clinical Staff
- · Therapy Director
- · Practice Administrator
- · Business Owner
- · Limit Financial Features modifier
- · View Only Own Schedule modifier
- · Prevent Document With Billable Charges Completion
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
FAQ
Common questions from outpatient practices
Notes finished. Claims clean. Revenue collected.
See how StrataEMR runs documentation, compliance, and billing for an outpatient rehab practice.