Product Update

No Tricks, Just Treats in Referral Management - October 2nd, 2026

Oct 2, 2026

It's October, which means plenty of things are going bump in the night, but large unexpected changes in your software shouldn't be one of them. Over the coming weeks you'll see a steady stream of polish land across StrataEMR, delivered in clear, intentional steps so nothing catches you off guard in an already spooky season. Think of it as a room-by-room refresh, and this week we're unveiling the first room. You can always catch up on what's new right here and on our Product Updates.

Here's what moved with our latest release.

Featured: Referral Management

Refreshed Referral Management

Bob gave the Referral Management list a fresh look, the first stop on a bigger home refresh tour across StrataEMR. The list now features modern table styling, fast filtering to locate referrals quickly, and a customizable column selector so your team can pin and rearrange what matters most. Clicking into a referral will bring up the familiar modal experience, with a refresh coming at a later time, a gentle first step towards a better experience and not a jump scare into unfamiliarity.

For Your Front Desk Team

Synced Authorization Dates - Ben reinforced how authorization documents appear in Stored Documents. Dates now pull directly from the authorization, keeping document dates automatically synced even if edits happen later.

High-Visibility Patient Balances - Thom turned up the volume on patient balances in the case sidebar. The text is larger, and outstanding balances feature an eye-catching orange tint the moment you open a chart.

Patient Status Color Indicators - Thom also added active status indicators to patient search results on the Faxing page, letting you spot who is active (green), a referral (orange), or inactive (red) before you click.

Refund Processing Safeguard - Tyler added a safeguard to the refund screen to prevent accidental double refunds caused by page refreshes or quick double-clicks.

For Your Clinical Team

Discipline-Specific Charge Code Filtering - Ann added a smart filter to the charge advice table. When documenting on a case, you'll now see only the charge codes relevant to your discipline, letting other disciplines' codes politely step out of the way.

October 1st ICD-10 Code Updates - Elise updated StrataEMR with the October 1st ICD-10 code set, keeping diagnosis codes perfectly aligned with the new fiscal year.

Accurate Split-Unit Minute Totals - Elise refined how minutes are summed when charges are split into units, ensuring totals line up cleanly with charge advice.

For Your Patients

Refreshed Patient Portal Login - Bob laid the groundwork for an updated patient portal experience starting with a refreshed login page, with further portal design updates arriving soon. Here's a sneak peek at what you can expect:

Refreshed Patient Portal

See you on the next update!

Terra Anderson, Product Trainer at StrataPT