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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 Point of Sale feature lets your practice track and bill flat-rate charges for products and services that are not submitted to insurance. Common uses include cancellation and no-show fees, over-the-counter supply sales, and equipment charges such as resistance bands or ice packs.
Point of Sale charges are billed directly to patients — StrataPT does not invoice your practice on these payments and does not send patient statements for accounts that carry only a Point of Sale balance. Collect these fees at the time of service when possible.

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Set Up Point of Sale Items

Point of Sale items are configured once in Setup and then become available to apply to any patient account.
  1. From the blue Menu Bar, select Setup.
  2. In the left column, select Point of Sale.
  3. Enter a Description for the item (e.g., “Cancellation Fee,” “Resistance Band,” “No-Show Fee”).
  4. Enter the flat Price for the item.
  5. Click Save.
Repeat for each item your practice wants to track. Prices are flat rate — percentage-based calculations are not supported. If your fee varies by circumstance (e.g., same-day cancellation vs. 24-hour notice), set up separate items for each rate.

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Apply a Point of Sale Charge to a Patient

Once items are configured in Setup, they can be added to individual patient accounts.
  1. Open the patient’s account.
  2. From the Patient Menu Bar, select Financial.
  3. Select Point of Sale.
  4. From the Description dropdown, select the item you want to charge.
  5. Confirm the amount and save.
The charge is added to the patient’s account and appears in their financial record. If your practice uses Authorize.net for credit card processing, the charge can be collected through the integrated payment flow. Otherwise, collect payment manually and record it as a patient payment against the Point of Sale balance.
Point of Sale charges do not appear in the “amount to collect” field on the schedule. They must be applied manually from the patient’s Financial page. Staff will need to check the account before or after the visit if a fee is owed.

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What Point of Sale Is Not For

Point of Sale is designed for patient-direct charges only. It is not the right tool for:
  • Cash-pay or self-pay visit billing — use a financial arrangement on the patient’s Policies page instead. See Policies Page for details.
  • Insurance-submitted charges — all billable therapy CPT codes are handled through clinical documentation and charge advice.
  • Reducing a patient’s insurance-billed balance — use a financial arrangement or write-off process for that.