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Documentation Index

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Selections are the interactive answer fields inside clinical document templates. When a clinician is completing a note, the fields they tap or type into are Selections. They are the smallest building block in StrataEMR’s documentation system and live inside Fragments, which are in turn organized into Templates.

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How Selections Work

Each Selection represents a single answerable element in a document — for example, a body area, a goal type, a pain level, or a free-text narrative field. When a clinician interacts with clickable text in a document, they are interacting with a Selection.

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Selection Types

StrataEMR supports nine Selection types. The type controls how the clinician interacts with the field and how the value is stored.
The clinician picks exactly one option from a predefined list. Use this when the answer must be one specific choice, such as a side of body, a severity level, or a goal status.
The clinician can pick one or more options from a predefined list. Use this when multiple answers can apply simultaneously, such as treatment techniques used or impairments addressed.
The clinician types a free-form response. This is the most flexible type and is common in narrative sections like Subjective, Assessment, and Plan. Free Text Areas can be pre-filled with default language at the template level to reduce repetitive typing.
A special-purpose field that connects directly to ICD-10 diagnosis codes. When a clinician interacts with this field, it opens the diagnosis code search and links the selected codes to the document and charge record. This type should only appear in designated diagnosis sections of a template.
Captures the start and end dates of the plan of care certification window. This field auto-calculates from the Initial Evaluation fragment when the standard fragment is used. If a template uses a copied or customized fragment instead of the standard one, the auto-calculation may not work correctly and the dates will need to be entered manually.
Records how often the patient is scheduled to be seen (e.g., 3x/week). This value feeds into plan of care calculations, so it must be entered as a single specific number rather than a range. Entering “2–3x/week” will break the calculation. If frequency varies, enter the primary expected frequency.
Records the total number of visits planned or authorized for the certification period. Like Frequency, this value is used in plan of care calculations and should reflect the number in the authorization or clinical plan.
A general-purpose date picker for any date field that is not covered by a more specific type, such as a surgery date, last treatment date, or follow-up target date.
Captures the date when the patient’s condition began or the injury occurred. Some payers require this on claims. If the exact date is unknown, a best estimate is acceptable

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Where Selections Live

Selections exist within Fragments. You can add or edit a Selection either within the Fragment it belongs to or from the Selection Library. To modify a Selection within a Fragment, you edit it in Interactive Mode within the Fragment editor.
Changes to Selections affect all future uses of that Fragment. Because Fragments are shared across templates, updating a Selection changes the documentation experience for all clinicians using any template that includes that Fragment. Coordinate with your practice administrator and test on the Strata Sample patient before applying changes to live templates.

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Edit a Selection Within the Fragment Library

  1. From the blue Menu Bar, select Setup.
  2. In the left column, select Fragment Library.
  3. Locate and open the Fragment that contains the Selection you want to edit.
  4. Switch the editor to Interactive Mode using the dropdown in the top right corner.
  5. Click the Selection field you want to update.
  6. In the pop-up, edit the default text or pick-list options as needed.
  7. Click Use Text or OK to confirm, then click the green Save Document button.
Switching between Text Editing and Interactive Mode affects what you can change. Text Editing Mode edits static instructional text. Interactive Mode edits the Selections (the actual answer fields). Always confirm which mode you’re in before making changes.

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Edit a Selection from the Selection Library

  1. From the blue Menu Bar, select Setup.
  2. In the left column, select Selections Library.
  3. Locate and open the Selection you want to edit.
  4. In the pop-up, edit the default text or pick-list options as needed.
  5. Click the green Save & Return button.

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Making a Selection Required

You can mark a Selection as required so that clinicians cannot complete a document without filling it in. To do this, open the Selection and set the Required dropdown to Yes, then save the Selection. Required Selections appear highlighted in the document and block completion until filled. Use this to enforce documentation compliance for fields your practice cannot leave blank.

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Content Library

Selections are one part of the Content Library in StrataEMR. The full set of content building blocks includes:
  • Templates — Full document containers (Initial Evaluations, Daily Notes, etc.)
  • Fragments — Reusable content sections used across multiple templates
  • Selections — Interactive answer fields within fragments
  • Images — Visual assets available for use in templates