Managing patient insurance is rarely a straight line; it’s a constantly shifting landscape of ending plans, secondary-to-primary flips, and entirely new coverages. Until now, handling those transitions required a coordination of manual expirations or a quick message to our support team to untangle the web.
We are handing you control over that fluid environment by launching Policy Move & Replace out of early access for all StrataEMR clinics. Taking center stage in this release, this feature is a massive leap forward in administrative autonomy. It allows you to dynamically shift, swap, or overwrite insurance hierarchies in a single step, while our system automatically manages the background timeline logic and perfectly preserves your billing order.
Alongside this major insurance infrastructure upgrade, we are also rolling out direct admin control over facility assignments and tightening our backend claim validations - ensuring that as your clinic gains more independence, your revenue cycle remains completely protected.
StrataEMR
The front line. Updates and refinements you’ll interact with firsthand within StrataEMR.
Policy Move & Replace (General Availability)
Our new insurance management tool is officially live for all clinics. When a patient’s insurance situation shifts, you can now move, swap, or replace policies directly from the Policies page without manual workarounds or support intervention.
- Move: Moving a policy to an empty slot automatically expires the original the day before your new effective date.
- Swap: Flipping two active policies reverses their primary/secondary hierarchy simultaneously.
- Replace: Replacing a policy with a new one expires the old plan the day before the new coverage start date, all in one step.
The Bottom Line: Your billing order is perfectly locked in and preserved throughout every single transition. Check out the full walkthrough in the StrataEMR documentation to see it in action.
Assign Clinical Staff to Facility Schedules
Thom built a long-requested feature that puts scheduling and administrative control back into the hands of your clinical leadership. Previously, assigning a clinician to a location or updating an existing facility assignment required a support ticket. Now, admins can manage these assignments directly within the user profile (provided the staff member has an NPI and license number on file). To prevent denials and safeguard your reimbursements, Mako will automatically apply credentialing holds for the appropriate payers if the clinician hasn't been previously assigned to a facility. A new support ticket will be automatically created to confirm the holds that were placed - and responding will send it to our RCM Success Team to help you through the process of lifting them. Until the credentialing holds are lifted, claims will not be sent out for the payers/providers with the holds. If the clinician was already assigned to a facility when you update the facilities selected, Mako will not apply the holds.
StrataLabs
The engine room. Internal improvements you won’t see on your screen, but you’ll certainly feel the impact of.
Smart Claim Validation - Working from a scenario surfaced by Summer, Paul added a validation layer at the point of claim generation. Previously, if a patient's primary policy was expired but a primary balance remained, the system could occasionally route the claim to the secondary carrier without a warning flag, a quiet detour that could result in coordination-of-benefits (COB) denials downstream. Mako now automatically intercepts these claims at generation, halting any file where a primary balance exists but no active primary policy is found so you can fix it before it leaves the building.
See you on the next update!
Terra Anderson, Product Trainer at StrataPT