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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.

StrataEMR includes a document review workflow that allows a clinician to submit a completed note to a supervisor for review before it is finalized and submitted for billing. This is most commonly used for PTA and COTA documentation that requires a supervising therapist’s signature, though any clinician can use the review workflow to request feedback on a document.
Access: Any Clinical Staff member can submit a document for review. Receiving review requests and completing the co-sign requires Therapy Director permissions or above.

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The Review Workflow

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Step 1 — Complete the Document Content

Fill out all required fields in the document. Required fields for billing are marked with a red indicator in the template. Enter charge advice (CPT codes, units, and minutes) in the appropriate section. If an assistant is performing the visit, mark Assistant Involved: Yes in the charge advice section. This automatically applies the required billing modifiers (GP/GO/GN) to the claim.

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Step 2 — Submit for Review Instead of Completing

Rather than marking the document complete, use the Completion Action dropdown at the bottom of the document to submit it for review. Select the appropriate review action and choose the supervising therapist from the staff dropdown. Submitting for review:
  • Leave the document status in Review
  • Change the second field to “…and send to for correction/review”
  • Automatically creates a Review Documents task assigned to the selected supervisor
  • Does not submit any charges — billing does not trigger until the document is marked complete
Save as Draft if not ready to submit. If you’re not finished with the document, save it as a Draft rather than submitting for review. A Draft Document task will appear on the dashboard as a reminder to complete it.

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Step 3 — Supervisor Reviews and Completes

The supervising therapist receives a Review Documents task in their clinical tasks queue. Clicking the task opens the document directly. The supervisor can:
  • Review the full document content
  • Make edits or add notes if corrections are needed
  • Add their signature
  • Mark the document Complete
Marking the document complete triggers the billing hold — charges are typically held for approximately 24 hours before being submitted.

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Adding Review Notes

Review notes can be added to any document at any point — not just during the review submission step. They are used to communicate context, flag corrections, or create follow-up tasks without requiring the document to be sent back to draft. Two ways to add a review note: Via Completion Action — At the bottom of the document, click the dropdown next to the completion status and select an action. Enter your note in the Add a Document Review Note field and save. Via Document Note History — Review notes that have been added to a document are visible in the document’s note history, along with who added them and when. This creates an auditable record of any corrections or communications about the document.

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Who Appears in the Review Dropdown

The supervisor dropdown when submitting for review shows all staff members with Clinician permissions or above at your organization that are not listed as an Assistant role.