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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 Settings area is where your practice is configured in StrataEMR. It controls everything from who has access to the system and what they can do, to how your clinical documents are built, how patients are reminded of their appointments, and how your schedule is structured. Settings is accessible from the blue Menu Bar at the top of StrataEMR. Most sections require Therapy Director permissions or higher. A few sections — like password changes — are available to all staff.

Organization

The Organization section contains your practice’s core identity information as it appears throughout StrataEMR. This includes your clinic name, phone and fax numbers, website, and the review URLs used in patient-facing communications. Letterhead and header styling for printed documents is also managed here.

Staff

The Staff section is where user accounts are created and managed. Practice administrators can add new staff members, assign permission levels, reset passwords, and upload provider signatures. When a new staff member is added, StrataPT completes the final steps of facility assignment and staff type configuration on your behalf. For treating therapists and assistants, a signature image must be submitted to the StrataPT support team for formatting before it is uploaded to the provider’s profile. Each staff account is assigned a permission level — Front Desk, Clinical Staff, Therapy Director, Practice Administrator, or Business Owner — with each level inheriting the capabilities of the one below it. Individual access can be further tailored with permission modifiers that restrict things like document completion, financial visibility, and schedule access. Two-factor authentication can also be enabled for staff logins from within this section. See User Permissions for a full breakdown of each level and modifier.

Facilities

The Facilities section is where practice locations are added and managed. Each facility record includes its name, address, contact details, and the letterhead used on printed documents for that location. Adding a new facility generates a work order for StrataPT to complete the underlying setup on your behalf.

Content Library

The Content Library contains the building blocks used to construct clinical documents in StrataEMR. Access requires Therapy Director permissions or higher.
  • Templates — Container documents that define the structure and content of clinical notes. Templates are grouped into document families such as Physical Therapy Templates, Patient Engagement Forms, and Home Exercise Templates. The Template editor is also where you configure required fields, completion actions, and staff type restrictions for each document type.
  • Fragments — Reusable blocks of content that can be shared across multiple templates. Fragments also power the predefined messages used for fax cover sheets, patient intake emails, and text communications.
  • Selections — The interactive elements within a document — typically presented as choices in parentheses — that allow clinicians to populate pre-defined verbiage dynamically during documentation.
  • Images — A library of images that can be embedded in document templates.

Schedule Templates

Schedule Templates define repeating weekly availability blocks for each clinician. This section is also where appointment types are created and configured — including their names, colors, durations, and whether the type is excluded from nightly template updates. See Schedule Templates for a full reference.

Appointment Reminders

Appointment Reminders settings control how, when, and what StrataEMR communicates to patients about upcoming visits. Reminder scripts can be customized for voice, text, and email, with special keywords that auto-populate patient-specific details. Lead time and approximate delivery time are also configurable here. Balance Alerts — automatic notifications sent to patients when they carry an outstanding balance — are also configured in this section.

Referral Sources

The Referral Sources section is where referring physicians and other referral sources are added and maintained. Each referral source record stores the provider’s name, contact details, and NPI. An integrated NPPES NPI Registry lookup is available to help locate provider identifiers quickly. Once added, referral sources can be selected from any patient’s Case Info page.

Point of Sale

The Point of Sale section is where practice-defined fees and product items are created. Each item has a description and a flat-rate price. Common uses include no-show fees, cancellation fees, returned check fees, and over-the-counter product sales. Once configured, Point of Sale items are available to apply to a patient’s account from the Financial section of their case.