Weekly Practice Summary Report

Access: Only staff members with the Business Owner permission receive this email. It is delivered to the email address on file for your StrataEMR user account. Contact StrataPT support if you have the Business Owner permission but are not receiving the email.

Practice Metrics

Your practice’s core operational activity for the week.

Metric	What it tracks
Scheduled Appointments	Total appointments on the schedule for the week
Billed Appointments	Appointments that were completed and submitted as charges
Evaluations	Initial evaluations completed during the week
Discharges	Patients discharged during the week
Pending	Appointments awaiting charge submission
No-Show	Appointments where the patient did not attend
Cancelled	Appointments cancelled by the patient or practice

Strata Metrics

A view into the billing and claims work StrataPT is handling on your practice’s behalf. This section surfaces backend activity you would not otherwise see without digging into individual reports.

Metric	What it tracks
Claims Processed	Total claims submitted on your behalf during the week
Denials Processed	Claim denials worked by the StrataPT Billing Team
ERAs Processed	Electronic Remittance Advices received and applied
ERA Payments Posted	Total dollar amount posted from ERAs
Manual Payments Processed	Manual payment transactions handled during the week
Manual Payments Posted	Total dollar amount posted from manual payments

Financial Metrics

A financial summary of the week’s activity.

Metric	What it tracks
Amount Billed	Total charges submitted for the week
Billed Units	Total billable units submitted
Billed Visits	Total visits submitted as charges
Avg Units per Visit	Average units billed across all visits
Avg Billed per Visit	Average charge amount per visit
Insurance Payments	Total payments received from insurance
Patient Payments	Total payments received from patients
Point of Sale Payments	Total payments collected at point of sale
Patient Refunds	Total refunds issued to patients
Accounts Receivable	Outstanding unpaid balance across all payers
On Hold Pending Client Action	Balances paused while awaiting action from your team

Drilling Into the Details

Every metric in the email links directly to its corresponding report in StrataEMR. Select any number to open the full report and investigate further.

Share feedback: Use the feedback link at the bottom of every Weekly Practice Summary email to share what’s working or what you’d like to see added. You can also visit feedback.stratapt.com/emr/p/weekly-practice-summary directly.

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Practice Metrics

Strata Metrics

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Drilling Into the Details

​Practice Metrics

​Strata Metrics

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​Drilling Into the Details

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Practice Metrics

Strata Metrics

Financial Metrics

Drilling Into the Details

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