Built for physical therapy practices

From the initial eval to the final payment, PT documentation and billing in one system.

Physical therapy practices lose revenue in the same places: notes that don't get done the day of the visit, claims that go out missing information, therapy caps that hit without warning, and denials that sit in a queue no one has time to work. StrataEMR is built to close those gaps before they reach the remittance.

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

Built for physical therapy from the eval to the final payment

Four places StrataEMR pulls compliance work upstream and keeps revenue from leaking out the back.

Step 1

Documentation that gets done before the clinician leaves the building

Physical therapists treating eight to twelve patients a day do not have time to chart after hours. Daily notes auto-clone from the most recent General Document for routine treatment visits. Clinicians document what changed, not what stayed the same. Mako AI Scribe captures session audio and returns a SOAP-organized summary with a full speaker-labeled transcript for evaluations and progress notes that require narrative depth. Required selections enforce documentation completeness at the template level before a note is ever marked done.

  • Daily notes auto-clone for routine treatment visits
  • Mako AI Scribe for evaluations and progress notes
  • Required selections enforced at the template level
Tuesday, March 18 11 PT visits today
8:00
M. Lopez
Daily Treatment Note · Post-op TKA
Auto-clone
9:00
R. Singh
PT Evaluation · Low back pain
Mako AI Scribe
10:00
T. Davis
Daily Treatment Note · Rotator cuff
Auto-clone
M. Lopez · Daily Treatment Note Cloned from 3/16
Pain 4/10, down from 6/10
ROM Knee flexion 118 deg (up from 112)
Ther ex 97110 x 22 min · progressed resistance band
Plan Continue 3x/week, add eccentric loading

Step 2

Medicare compliance built into every claim

Physical therapy practices billing Medicare carry certification requirements, therapy cap tracking, and KX modifier thresholds that other payers do not. StrataEMR's direct Medicare EDI connection auto-verifies benefits when policies are saved. The therapy cap tracker updates automatically as the benefit is used throughout the year. The KX modifier threshold is monitored and flagged before a claim goes out without the required modifier. Certifying provider NPI is required at the patient level and tracked on every Medicare claim.

  • Direct Medicare EDI connection with auto-verification on policy save
  • Therapy cap tracker and KX threshold updated per visit
  • Certifying provider NPI required and tracked per claim
MCR
E. Whitaker · Medicare Part B
Direct EDI · Auto-verified 3/04
Active
2026 PT therapy cap 82% used
$1,920 of $2,330
KX modifier threshold approaching
Apply KX on the next claim above $2,330
Certifying provider NPI confirmed
Dr. M. Chen · 1487923056 · on file since 1/14
Recerts in 21 days
POC certification window closes 4/08 · 1 task on certifying provider's queue
Task

Step 3

Errors caught before the claim, not after

Document completion gating blocks a note from being marked complete without four checks: an active policy on the date of service, completed benefit verification, authorization on file when required, and certifying provider NPI on Medicare patients. Required selections within templates mark fields red and block completion until filled. Claims that reach the billing team have already cleared the documentation layer. Denials that originate from incomplete or missing information at the point of care drop before they start.

  • Four pre-completion checks on every document
  • Required selections block completion until filled
  • KX threshold flagged inside the document, not after the claim
Pre-completion checks
Active policy verified
Medicare Part B · effective 1/1/26
Verified
Benefit verification complete
Deductible $0 met, 20% coinsurance
Complete
Therapy cap usage
$2,310 of $2,330 used · over threshold
Apply KX
modifier
Certifying provider NPI on file
Dr. M. Chen · 1487923056
On file
Required selections
Diagnosis Treatment minutes Plan frequency Ther ex minutes Pain rating
Complete Document blocked

Step 4

A billing team that works the AR so you do not have to

The StrataPT billing team works inside the EMR. Pending charges, denial follow-up, appeals, and ERA posting happen in the same system clinicians document in. ERA posting runs within 24 hours. The Clarity Panel gives owners a per-patient view of charges, payments, adjustments, and outstanding balances without pulling a report.

  • In-house billing team works inside the EMR
  • ERA posting within 24 hours of remittance
  • Clarity Panel per patient for owners and administrators
PT Charges 17
M. Lopez
97110, 97140 · 3/18
$142.50
Pending
R. Singh
97162, 97110 · 3/17
$185.00
Posted
A. Brown
97530, 97140 · 3/15
$118.75
Denied
Clarity Panel
M. Lopez
Case #4821 · Right knee post-op TKA
Charges
$3,210
Payments
$2,847
Adjustments
$245
Balance
$118
ERA posted within 24h

What's in the workflow

Every PT touchpoint, covered

Documentation, Medicare-direct billing, compliance gating, and an in-house billing team built for physical therapy practices.

Daily note auto-cloning

Routine treatment appointments auto-clone the most recent General Document to the current date of service. PTs document what changed, not what stayed the same.

Mako AI Scribe

Audio-based SOAP summary plus a full speaker-labeled transcript for PT evaluations and progress notes. Consent prompt before every recording. Recordings treated as PHI under HIPAA.

Direct Medicare connection

EDI connection to Medicare for eligibility and claims. Benefits auto-verify on policy save. Therapy cap tracker and KX modifier monitoring update automatically.

Document completion gating

Notes cannot be marked complete without an active policy, completed benefits, authorization on file, and certifying provider NPI on Medicare claims.

Certifying provider and recertification tracking

Certifying provider NPI captured per patient and tracked on every Medicare claim. Recertification windows surface as tasks before they expire.

Clarity Panel

Per-patient view of charges, payments, adjustments, and outstanding balance. Owned by the billing team, visible to owners without pulling a report.

Required selections per template

Fields that must be filled before a note is marked complete are enforced at the template level. Missing values block completion and surface in red.

StrataPT billing team

Billing staff work inside the EMR. Pending charges, denial follow-up, appeals, and ERA posting without a secondary platform.

Full capability set

One platform. Built for physical therapy.

Everything below is included. No per-user fees. No per-location pricing.

Documentation

  • · Daily note auto-cloning
  • · Inherit Previous on re-evals and progress notes
  • · Inherit Patient Intake
  • · Start From Blank
  • · Mako AI Scribe
  • · PT discipline-scoped templates
  • · Outcome measures and pain drawings
  • · Document amendment with versioning

Medicare workflow

  • · Direct Medicare EDI connection
  • · Auto-verification on policy save
  • · Therapy cap tracker per benefit year
  • · KX modifier threshold monitoring
  • · Certifying provider NPI tracking
  • · Recertification window tasks
  • · Supervising therapist NPI on every document

Compliance and completion

  • · Document completion blocks
  • · Required selections per template
  • · Staff Type per discipline
  • · Amendment history with versioning
  • · Two-factor authentication
  • · Inactive staff status preserves history

Multi-payer management

  • · Authorization tracking
  • · Visit limits
  • · Payer-specific credentialing holds
  • · Benefit verification
  • · Medicare Advantage as commercial payer
  • · PCP referral tracking

Billing and RCM

  • · StrataPT billing team
  • · Clarity Panel per patient
  • · Pending Charges
  • · Accounts Receivable
  • · ERA posting within 24 hours
  • · Denial follow-up and appeals
  • · Credentialing holds per payer

Reporting

  • · Schedule Analytics
  • · Visit Totals
  • · Payer Analysis
  • · Average Reimbursement by Payer and CPT
  • · Charge Losses
  • · Patient Balance
  • · Referring Provider
  • · Patient Discharge

Permissions

  • · Front Desk
  • · Clinical Staff
  • · Therapy Director
  • · Practice Administrator
  • · Business Owner
  • · Limit Financial Features modifier
  • · View Only Own Schedule modifier
  • · Prevent Document With Billable Charges Completion

Patient engagement

  • · Appointment reminders (text, email, voice)
  • · Balance alerts
  • · Patient portal
  • · Authorize.net online payments
  • · Recommended collection amount per visit
  • · Scan-to-pay copay flow

FAQ

Common questions from physical therapy practices

Notes done. Cap tracked. Revenue collected.

See how StrataEMR runs documentation, Medicare compliance, and billing for a physical therapy practice.