Who Should Do This
Facility configuration is typically completed by the practice owner or office manager, with guidance from the onboarding team. For multi-location practices, each site’s office manager may handle their own facility configuration under the coordinator’s oversight.Adding a Facility
Each facility in StrataEMR represents one practice location.Multi-Location Practices
If your practice operates out of multiple locations, you’ll add each one as a separate facility. A few things to keep in mind:- Each facility has its own settings. Operating hours, provider assignments, and scheduling configuration are set per facility. This allows each location to operate on its own schedule and with its own provider roster.
- Organization-level settings cascade down. Billing defaults, identifiers, and other settings configured at the organization level apply to all facilities unless explicitly overridden at the facility level.
- Patients may be associated with one or more facilities. Confirm with your onboarding lead how patient-facility relationships work, particularly for patients who visit multiple locations.
Operating Hours
Provider Assignments
Each facility needs to know which providers practice there. Provider-facility assignments determine which providers appear on the schedule at each location and may affect billing configuration.Scheduling Configuration
Facility-Level Billing Configuration
Some billing settings can be configured at the facility level to override the organization defaults. This is common for multi-location practices where different sites may have different payer mixes or billing requirements.Payer and Insurance Configuration
Verification
Before moving on to user setup, verify the following for each facility:- Facility name and address are correct
- Phone and fax numbers are entered
- Operating hours are configured
- Providers are assigned to the correct facilities
- Facility-specific billing overrides are configured, if applicable
- Place of service code is correct for each facility
Next step:
- Adding Users and Roles — Create staff accounts and assign permissions.