Happy Earth Day! 🌎
After yesterday's "spring cleaning" release, today’s update is "lean and green." We’re planting the seeds for some major task and policy management upgrades and refining the tools that help your data flow through the healthcare ecosystem without any friction.
Early Access - New Task Experience
We’ve teased it for a few weeks, and we have officially opened the interest form for our completely reimagined Task experience. This is a total evolution in how your team moves through their day. We’ve removed digital friction and replaced it with a workflow that thinks like you do.
Why you’ll want in on the Early Access:
- Mako-Guided Instructions: Tasks created by Mako AI are clearly labeled with a roadmap of exactly what needs to be done and the specific steps to take.
- Context at Your Fingertips: The new "Related Document" section provides a direct deep link to the source. Clinicians can open a draft document directly from a task, and Admin teams can jump straight to the policy in question. No more hunting through menus.
- "Above the Fold" Actions: We’ve moved the most important controls—Edit, Contact Note, Defer, and Reassign—to the top of the task. We’ve also expanded the number of task types that can be deferred or reassigned.
- Total Clarity: A dedicated "Select an Action" section shows you exactly what moves you can make, and if you ever get stuck, you can now open a support ticket directly from within the task itself.
Click here to express your interest in Early Access to this experience!
New
StrataEMR - Bob spent some time this week working on an easier way for practices to move and replace policies on a case. We still have a bit of testing to do behind the scenes, but you can expect this to be available for Early Access testing very soon!
Improved
StrataEMR - Elise continued to hone the recently released name override option for patient-insured policies, adding flexibility to how the policy is validated and represented. A name override can be made by clicking the Name Override button on the New Policy screen, which selects the new "Self - Override" relationship. Overridden names flow through both print and digital claim generation, and insured name data is sent forward as part of eligibility validation.
See you on the next update!
Terra Anderson, Product Trainer at StrataPT