Our Onboarding Experience
When you join StrataPT, you don’t just get a platform - you get a partner. From the moment your contract is signed, our Onboarding team will guide you through a structured, white-glove onboarding program designed to get your practice live with StrataEMR smoothly and on schedule. You’ll have a dedicated point of contact throughout the process, so you’re never left wondering what comes next. Right after signing, you’ll be asked to:- Sign and return your ACH form via PandaDoc
- Schedule your Kickoff Call with your Customer Success Manager
- Access StrataEMR and begin completing your onboarding paperwork, including:
- ~10 example claims you’ve previously submitted
- A list of your top payers and payer contracts
- Logins for your payer portals
- An employee roster of your front desk, clinical, and administrative staff
Week 2 - Setup
In this stage we’ll begin setting up and configuring your StrataEMR account. At this stage we activate all our teams that support your organization to ensure your account is fully configured and ready to go by the end of this stage.- RCM Partnership Call – Review how our billing and collections team operates, what to expect, and confirm we have the data needed to set up your account.
- Portal Enrollments – Once your account is configured, we’ll begin submitting payer portal enrollments for your organization.
- Documentation Review - Review and personalize StrataEMR’s built-in documentation to fit your team’s needs.
Week 2 - Prepare
This stage is focused on getting ready for your Launch Date. If you’ve selected a Patient Demographics Import we’ll perform, validate, and review the import with your team at the beginning of this stage. During this stage you’ll focus on:- Validating and reviewing your patient demographics import (if selected)
- Moving your schedule into StrataEMR
- Entering benefit, authorization, plan of care, and visit information for all scheduled patients
- Reviewing and customizing patient intake documentation
- Uploading prior case information
- Creating initial documents for upcoming visits to save time on Day 1
Week 3 - Training
Your team will complete their StrataEMR training through StrataPT University (SPTU), our dedicated learning platform. Each staff member completes a role-specific certification track — Clinician, Front Desk, or Admin — at their own pace before your go-live date. Credentials are provisioned for your team as part of this stage. Once your staff have completed their certification courses, you’ll meet with our Product Trainer for a live Q&A session. This call is designed to address any questions that came up during the online curriculum and verify that your specific workflows are ready to go. The session focuses on three areas:- Workflow Verification - Confirming that your intake-to-documentation flow is seamless for your clinic’s specific setup.
- Role-Specific Q&A - Clearing up any “How do I…” questions for your front desk, clinical staff, or admins.
- Confidence Check - Finalizing settings and templates so your team can hit the ground running on Day 1.
Before the Q&A call: All attendees should complete their StrataPT University certification modules in advance. The more of the curriculum your team finishes beforehand, the more productive the live session will be.
Week 4 - Launch
Most clients choose to launch on a Monday, ensuring a clean transition. From that day forward:- All documentation is logged exclusively in StrataEMR
- Claims are submitted directly through the platform
- You’ll have frequent check-ins with our team to confirm everything is running smoothly