Built for the Front Office

Less intake friction. More patient confidence.

From self check-in to balance collection, StrataEMR reduces front desk workload by automating repetitive operational tasks.

KLAS #1 EMR & Billing Self-Service Check-In Auto Reminders US-Based Support

Trusted by Hundreds of Physical, Occupational and Speech Therapy Clinics

  • Total Therapy Florida

    8 Locations

  • On The Go

    11 Therapists

  • Mobile Therapy Group

    18 Therapists

  • BlueRock

    3 Locations

  • High Desert

    4 Locations

  • Gravity

    6 Therapists

  • Omni PT

    5 Therapists

How it works

Run the lobby on autopilot

Four moments where StrataEMR moves work off the front desk and onto the system.

Step 1

Patients check themselves in

Activate Kiosk mode on a tablet at the front desk and the device locks down to a TAP TO CHECK-IN screen. Patients tap or scan a QR code to open the flow on their own phone. Their schedule status updates to Arrived and Waiting automatically.

  • Tablet kiosk or scan-to-check-in QR code
  • Status auto-updates on the schedule
  • Intake forms and copay flow in the same path
••• StrataPT
TAP TO CHECK IN
— or scan to use your phone —
Kiosk Mode · Westside Therapy Clinic

Step 2

Reminders, confirmations, and balance alerts run themselves

Appointment reminders go out by text, email, or voice on the lead time you set. With the ConfirmationLink keyword in your script, patients confirm directly from the message and their schedule status updates from Scheduled to Confirmed.

  • Text, email, and voice channels
  • One-tap confirmation from the message
  • Balance alerts stop when paid
9:41
Today · 3:00 PM
Westside Therapy
Hi Maria — this is a reminder of your appointment with Dr. Patel tomorrow at 9:00 AM.
Confirm appointment
Yesterday · 10:00 AM
Westside Therapy
You have an outstanding balance of $47.50. strataemr.com/8m3k

Step 3

Authorization and benefits surface as tasks, not surprises

Add a Benefit Verification Required task when a new policy is entered and the dashboard tracks it until benefits are obtained. Authorization usage is tracked against the visit limit on file with alerts as the patient approaches expiration.

  • Medicare benefits auto-verify on policy save
  • Stub auths track pre-auth visit windows
  • Overlap detection prevents miscalculations
Today's Tasks 8 NEW
Authorization expiring · Maria L.
12 of 12 visits used · BCBS PPO
AUTH
Benefit verification needed · Tom D.
New policy added 4/26 · Aetna PPO
BENEFITS
Medicare benefits confirmed · Lisa P.
20 visits remaining · review & clear
BENEFITS
SMS opt-out received · 555-0142
Reminders auto-disabled for patient
UNSUB
Retro auth needed · Andre R.
Visit 4/22 denied · awaiting payer
AUTH

Step 4

Walk through the schedule, not your inbox

The daily schedule shows every clinician at the facility in side-by-side columns, color-coded by appointment type with statuses updating in real time. The Waiting List tracks patients pending an opening. The dashboard surfaces the day's tasks, messages, and analytics without a separate report run.

  • Real-time status: Scheduled, Confirmed, Arrived, Completed
  • Waiting List for cancellations and pending starts
  • Schedule Templates for recurring availability
Patel
Chen
Reyes
8:00
M. Lopez
J. Kim
9:00
A. Tate
R. Singh
A. Brown
10:00
T. Davis
S. Wong
11:00
L. Park
N. Patel
Confirmed Scheduled Arrived

Real outcomes

What practices are saying

Michael McIntosh
Michael McIntosh
Owner, Moxie Physical Therapy
"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."
Cynthia Weinberger
Cynthia Weinberger
Owner, Mobile Therapy Group
"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."

Built for the front desk

Every patient touchpoint, automated

Check-in, reminders, collections, intake, and authorization tracking — all running in the background.

Kiosk check-in

Self-service tap or QR code flow. Locks down EMR on the device. Auto-updates schedule status. Optional intake and scan-to-pay on the patient's own phone.

Appointment reminders

Text, email, or voice on a practice-wide script and lead time. Confirmation links update schedule status automatically.

Balance alerts

Automatic text or email alerts on a two-week or monthly cadence with a portal link. Stops when balance clears or after 60 days.

Benefit verification workflow

Medicare benefits auto-verify on policy save. Commercial payer benefits drive the recommended collection amount per visit.

Authorization tracking

Visit or unit limits tracked against actual usage. Stub authorizations track the pre-auth window. Alerts as patients approach expiration.

Waiting list

Patients pending insurance, surgery, or earlier openings tracked next to the Legend. Move to the schedule when slots open.

Schedule templates

Repeating weekly availability blocks per clinician. Required for the Appointment Manager to surface scheduling recommendations.

Recommended amount to collect

Calculated per visit from the patient's copay, coinsurance, and deductible status. Drives the collection prompt at check-in.

Full capability set

One platform. Built for the front desk.

Everything below is included with StrataEMR. No per-user fees. No per-feature add-ons.

Check-in

  • · Kiosk mode
  • · QR code self-check-in
  • · Automatic Arrived and Waiting status
  • · Intake form queue
  • · Scan-to-pay copay flow

Reminders and engagement

  • · Text, email, voice reminders
  • · ConfirmationLink keyword
  • · Balance alerts
  • · Marketing engagement
  • · Patient Engagement subscription controls per patient

Schedule

  • · Daily and weekly views
  • · Double-book detection
  • · Color coding by appointment type
  • · Real-time status updates
  • · Waiting List
  • · Schedule Templates
  • · Change log

Insurance workflow

  • · Medicare auto-verification
  • · Commercial benefit entry
  • · Recommended collection amount
  • · Authorization tracking
  • · Stub authorizations
  • · Overlap detection
  • · Document completion blocks

Tasks and dashboard

  • · Pending tasks at log-in
  • · Benefit Verification Required task
  • · Benefit Verification Completed task
  • · Retro authorization task
  • · SMS opt-out task
  • · Real-time analytics

Compliance and access

  • · Front Desk permission level
  • · Limit Messaging Access modifier
  • · View Only Own Facilities
  • · Two-Factor Authentication

FAQ

Common questions from front office

Clarity at the front. Control across the practice.

See how StrataEMR keeps your front desk ahead of the schedule.