We’re introducing Automatic Policy Validation - a new automation available starting on Wednesday, October 15th for all customers inside StrataEMR that instantly verifies a patient’s insurance policy when it’s added or updated.
Why it matters:
This update helps your team prevent denials caused by invalid or inactive policies - saving time and protecting revenue before a claim is ever sent.
What to expect:
We'll automatically validate policies when adding a new policy or updating the subscriber or payer number:
- Instant policy validation in as little as <10 seconds
- Case and Policy-level error alerts for invalid or inactive coverage
- Automatic prevention of claim submission until corrected
This feature will be automatically enabled for all customers on Wednesday, October 15th - no action is needed from you to continue getting the most out of StrataEMR.
What to do if there's a problem:
If a policy error appears unexpectedly, please:
- Review the patient’s demographics and policy details, correcting as needed
- Allow the validation to re-run validation once the policy is saved
- Contact Support only if the validation fails to trigger or displays incorrect information
When you contact our Technical Support team, please select the patient impacted by this issue.
How to share feedback:
We’d love your feedback in our portal: Automatic Policy Validation
Note: Our Product Feedback portal is shared with all customers. Do not share your practice information or post any PII/PHI with your feedback. Feedback on this feature will be prioritized for the weeks following this release.
See you on the next update!
Bob Orchard, Director of Product at StrataPT