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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.

The Patient Engagement page is where staff manage all patient-facing communication and digital touch points for a specific patient — intake forms, appointment reminder subscriptions, balance alerts, and patient portal access. Patient Engagement consolidates everything that happens before and after the appointment into one place so that your front desk can focus on the patient in front of them. Navigate to a patient’s engagement settings from within their case: Patient Menu Bar > Patient Info > Engagement.
Access: All staff can access and manage the Patient Engagement page.

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What’s on the Patient Engagement Page

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Intake Forms

The intake forms queue is where staff select and send electronic forms for a patient to complete before or at their visit. Forms available include:
  • Patient registration / consent forms
  • Health history questionnaire
  • Medication list
  • Any custom forms configured for your organization
To queue a form, select it from the available options within the Patient Engagement Forms family. Once queued, the documents appear in the Documents Queued for Patient section. Staff can send the forms to the patient via:
  • Email — sent to the address on the patient’s Demographics page
  • Text — sent to the patient’s mobile number
  • QR code — the patient scans the code on screen to open forms directly on their device
  • Green “Complete Intake Documents Now” button — logs out of the staff view and directly into the patient portal on the same device (useful for in-office tablet setup)
Forms are case-specific. The send link is tied to the patient’s current episode of care, so forms are submitted to the correct case. If a patient has multiple cases, ensure you are on the correct case before sending.
Once a patient completes their intake forms, the submitted data saves to their account and is available to inherit into clinical documentation using the Inherit Patient Intake option when creating an Initial Evaluation.

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Appointment Reminder Subscription

This section controls whether the patient receives automated appointment reminders and via which channel. Patients are unsubscribed by default — staff must actively subscribe each patient. Toggle the patient to Subscribed and select one or more delivery methods:
  • Text (SMS)
  • Email
  • Voice
Reminders are configured practice-wide (scripts, lead time, delivery time) in Menu Bar > Settings > Appointment Reminders. The per-patient setting here only controls whether that patient receives them and how.

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Balance Alerts

Balance alerts notify patients of their outstanding balance via text or email. The frequency can be set to:
  • Every 2 weeks
  • Monthly
  • Off
Balance alerts are separate from patient statements — they are a lightweight automated nudge rather than a formal billing document.

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Patient Portal Access

The Patient Engagement page also serves as the entry point for the patient portal. The patient portal allows patients to:
  • Complete intake forms electronically
  • View and pay their balance online
The portal link can be sent via email or text from this page. Patients can also scan the QR code displayed on screen to access the portal directly on their own device.

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How Intake Form Completion Works

After a patient submits their intake forms through the portal, the completed documents are saved to their account automatically. Staff do not need to manually import or attach them. When a clinician creates a new Initial Evaluation and selects Inherit Patient Intake, StrataEMR pulls the submitted intake data — demographics, medical history, medications, allergies — directly into the corresponding sections of the evaluation document.

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Configuring Practice-Wide Engagement Settings

The patient-level engagement page controls settings for individual patients. Practice-wide configuration — reminder scripts, balance alert templates, marketing message content — is managed separately: Menu Bar > Settings > Patient Engagement From there, navigate to the relevant sub-section: Appointment Reminders, Balance Alerts, Marketing Engagement, or Emergency Notifications.