Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.stratapt.com/llms.txt

Use this file to discover all available pages before exploring further.

Once a document is completed and billed, StrataEMR locks it from direct editing. To make a correction, you create an amendment — a new version of the document (V2) that records what changed and why. The original document stays in the account as a permanent reference.

​
When to Use an Amendment

Use the amendment process any time you need to correct a document that has already been submitted to insurance. Common reasons include:
  • Wrong CPT code or number of units
  • Incorrect date of service
  • Clinical content that needs to be updated after billing
If the document has not yet been billed, you may be able to edit it directly. Check the Pending Charges report first — if the document appears there, click Unlock Documentation & Edit Charges and make your corrections without creating an amendment.
Clean Shot 2026 04 28 At 10 35 26
Creating an amendment on a billed document triggers a notification to StrataPT. The billing team will reach out to the insurance company with the corrected information. Do not use the amendment process for minor, non-billable corrections that do not affect the claim.

​
How to Amend a Completed Document

  1. From the patient’s account, select Documents in the Patient Menu Bar.
  2. Select Clinical Documents.
  3. Locate the document that needs correction and click the pencil icon in the Edit column.
  4. A warning will pop up, informing you that the document has already been completed with charges. If you wish to proceed with your revisions, click Continue.
  5. In the Amended Medical Record field at the top of the document, describe the correction you are making. Be specific — this note becomes part of the permanent record.
    • Example: “Corrected units for 97110 from 4 to 3. Error identified on date of service.”
      Amended Note
  6. Make the necessary changes within the body of the document.
  7. Confirm the date of service is correct.
  8. Save the document as Completed.
Once you save, Version 2 (V2) of the document is created and becomes the active version for billing purposes. The original document (V1) remains visible in the account for reference.
Amended
The V2 document is what StrataPT uses for billing going forward. The V1 is retained for audit purposes and to show the difference between the original and corrected documentation.

​
What Happens After You Submit the Amendment

StrataPT receives an automatic notification when a completed document is amended. The billing team reviews the change and contacts the insurance company to reprocess the claim with the corrected information. You do not need to contact StrataPT separately — the notification is sent automatically when you save the amended document as completed.