Each documentation template in StrataEMR includes a set of settings that control how documents behave when clinicians use them. These settings determine what type of note the document produces, what happens automatically when it’s completed, who can access it, and how it connects to billing and scheduling. To reach template settings, go to Setup in the blue Menu Bar, then select Templates Library from the left-side menu. Locate the template you want to view and click the pencil icon to open it.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.
Access: Editing template settings requires Therapy Director-level access or higher. Clinicians with Clinical Staff permissions can use templates but cannot modify their settings. Contact your StrataPT Customer Success Manager if you need to change a template configuration.
Document Family
Document Family groups related templates together within the Templates Library. StrataEMR uses this grouping to organize templates and control which are available in a given clinical context. Common families include Physical Therapy Templates, Occupational Therapy Templates, and Patient Engagement Forms. This field is set during your account build. Fragments must also be assigned to the correct Document Family to inherit properly into templates within that family.Template Name
Template Name is the display name clinicians see when selecting a document from the patient chart. Names should clearly identify the note type and any relevant context — for example, “Initial Evaluation (Cervical)” or “Daily Note (PT).”Include Time In / Time Out
When set to Yes, StrataEMR adds Time In and Time Out fields to the top of the document. Clinicians record the start and end time of the treatment session. Enable this for templates where timed services are being billed, such as therapeutic exercise or manual therapy. Some payers — including certain Medicaid plans — require time documentation on all note types. Practices that treat workers’ compensation patients often enable this across all templates for consistency.Template Type
Template Type tells StrataEMR what kind of clinical document this template represents. This setting controls whether the document includes a certification statement and physician signature block — both required for Plan of Care documentation.| Template Type | Certification Block | Physician Signature Block |
|---|---|---|
| Daily Note / General Document | No | No |
| Initial Evaluation | Yes | Yes |
| Re-Evaluation | Yes | Yes |
| Progress Report | Yes | Yes |
Include Charge Advice
When set to Yes, StrataEMR displays CPT code recommendations inside the document as the clinician works. Charge Advice surfaces suggested billing codes and units based on documented services. Most practices set this to Yes to support accurate charge capture at the point of documentation. Set it to No for non-billable document types, such as non-clinical notes or administrative forms.Document Action(s)
Document Actions define what StrataEMR does automatically when a clinician completes the document. Every action clears charge-related tasks for the patient on that document date and marks the corresponding schedule visit as “Completed.” Mark daily documentation task as completed — Completes the document and marks the visit as done. No additional tasks are created. Use this for standard daily notes where no follow-up action is needed. Create task to fax this document to referring physician — Completes the document and creates a “Faxing Required” task that expires 20 days from the completion date. Front desk or admin staff work this task when the fax hasn’t been sent yet. Once the document is faxed, the Faxing Required task automatically resolves and a “Pending Signature” task is created to track the physician’s signed return. Use this when you want faxing handled by admin staff rather than the treating clinician. Redirect to document faxing upon completion — Completes the document and immediately opens the fax page so the clinician can send the fax at that moment. No task is created. Use this when you want the clinician to handle faxing directly rather than delegating to front desk. Update patient status to inactive (discharged) — Completes the document, changes the patient’s status to “Inactive / Discharged,” saves the discharge date, and deletes all future appointments for that patient.Signature Mode
Signature Mode controls whose signature is captured when the document is completed. The default setting, Staff, captures the signature of the clinician who is logged in and completing the note. For practices using a PTA or COTA cosign workflow, this setting works alongside the “Prevent Document (with Billable Charges) Completion” staff permission. When that permission is enabled for an assistant, their notes save as drafts and generate a review task for the supervising therapist, who must co-sign to complete and bill the document.Signature Mode options beyond “Staff” may be available depending on your account configuration. If you need a different signature workflow — such as requiring a PT signature on all evaluation templates — contact your StrataPT Customer Success Manager.