Who Should Do This
Organization setup is typically completed by the practice owner or office manager, with guidance from the onboarding team. These settings affect billing, compliance, and system behavior across the entire practice, so they should be reviewed by someone with decision-making authority.Practice Information
Basic practice information identifies your organization across the system and on outbound documents, claims, and patient communications.Identifiers
StrataEMR requires several identifiers for billing, claims submission, and regulatory compliance. These are configured once at the organization level. Getting identifiers right is critical. Incorrect NPI or Tax ID configuration will cause claim rejections. If you’re unsure about any identifier, verify it before saving. Your onboarding lead can help validate these against payer records.Billing Defaults
Billing defaults are organization-wide settings that govern how StrataEMR and StrataOffice handle charges, claims, and billing workflows. These defaults can often be overridden at the facility or payer level, but the organization-level settings serve as the baseline.Important: Billing defaults directly affect revenue. If you’re unsure about a setting, ask your onboarding lead before saving. Changes to billing defaults after go-live can affect in-flight claims and should be made carefully.
Additional Organization Settings
Verification
Before moving on to facility setup, verify the following:- Practice name and contact information are correct
- NPI (Type 2) is entered and verified
- Tax ID / EIN is entered and verified
- Taxonomy code(s) are correct
- Billing defaults have been reviewed with your onboarding lead
- Any payer-specific identifiers are configured
Next step:
- Configuring Your Facilities — Set up your practice locations, hours, and provider assignments.