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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 Weekly Practice Summary Report is a high-level performance snapshot delivered automatically to your inbox every Monday at 7:00 AM ET. StrataEMR compiles and sends it — you do not need to log in or run anything to receive it. Each section compares last week’s numbers (Sunday–Saturday) against the prior week, so you can spot trends and flag issues without pulling a single report yourself.
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.
MetricWhat it tracks
Scheduled AppointmentsTotal appointments on the schedule for the week
Billed AppointmentsAppointments that were completed and submitted as charges
EvaluationsInitial evaluations completed during the week
DischargesPatients discharged during the week
PendingAppointments awaiting charge submission
No-ShowAppointments where the patient did not attend
CancelledAppointments 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.
MetricWhat it tracks
Claims ProcessedTotal claims submitted on your behalf during the week
Denials ProcessedClaim denials worked by the StrataPT Billing Team
ERAs ProcessedElectronic Remittance Advices received and applied
ERA Payments PostedTotal dollar amount posted from ERAs
Manual Payments ProcessedManual payment transactions handled during the week
Manual Payments PostedTotal dollar amount posted from manual payments

Financial Metrics

A financial summary of the week’s activity.
MetricWhat it tracks
Amount BilledTotal charges submitted for the week
Billed UnitsTotal billable units submitted
Billed VisitsTotal visits submitted as charges
Avg Units per VisitAverage units billed across all visits
Avg Billed per VisitAverage charge amount per visit
Insurance PaymentsTotal payments received from insurance
Patient PaymentsTotal payments received from patients
Point of Sale PaymentsTotal payments collected at point of sale
Patient RefundsTotal refunds issued to patients
Accounts ReceivableOutstanding unpaid balance across all payers
On Hold Pending Client ActionBalances 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.