# StrataEMR Documentation

## Docs

- [Accessing StrataEMR](https://docs.stratapt.com/accessing-strataemr.md): How to log in to StrataEMR, supported browsers, and troubleshooting common access issues.
- [Your First 30 Days](https://docs.stratapt.com/after-go-live/first-30-days.md): What to focus on after go-live, how the hypercare team supports you, and what success looks like as your practice ramps up.
- [Getting Help](https://docs.stratapt.com/after-go-live/getting-help.md): How to find answers, contact support, and get issues resolved when you need help with StrataEMR.
- [Dashboard](https://docs.stratapt.com/dashboard.md): A reference guide to every section of the StrataEMR dashboard — Waiting Room, Tasks, Messages, Analytics, and how facility switching affects what you see.
- [Understanding the Clarity Panel and Patient Responsibility](https://docs.stratapt.com/documentation/billing/clarity-panel.md): Learn how StrataEMR's Clarity Panel calculates what a patient owes, why balances appear, and how to explain a patient's financial responsibility clearly.
- [Copay, Co-Insurance, and Deductible: What's the Difference?](https://docs.stratapt.com/documentation/billing/copay-coinsurance-deductible.md): Understand the three main ways patients share in the cost of care, how each appears in StrataEMR, and how much to collect at time of service.
- [How the Recommended Collection Amount Works](https://docs.stratapt.com/documentation/billing/recommended-amount.md): Understand how StrataEMR calculates the suggested patient collection amount, why it appears, and how to turn it off for a patient.
- [Amending a Completed Document](https://docs.stratapt.com/documentation/clinical-documentation/amending-a-completed-document.md)
- [Documentation Concepts](https://docs.stratapt.com/documentation/clinical-documentation/documentation-concepts.md): How StrataEMR clinical documentation is structured — templates, sections, fragments, and selections — and how documents inherit information across an episode of care.
- [Electronic Visit Verification](https://docs.stratapt.com/documentation/clinical-documentation/electronic-visit-verification.md): How StrataEMR captures GPS-based proof of treatment location for each date of service using the Electronic Visit Verification template.
- [Outcome Measures](https://docs.stratapt.com/documentation/clinical-documentation/outcome-measures.md)
- [Plan of Care](https://docs.stratapt.com/documentation/clinical-documentation/plan-of-care.md)
- [Starting Documentation](https://docs.stratapt.com/documentation/clinical-documentation/starting-documentation.md): How to start a clinical document in StrataEMR — from the schedule, from the Clinical Documents page, and which inheritance option to choose.
- [Submitting a Note for Review](https://docs.stratapt.com/documentation/clinical-documentation/submitting-a-note-for-review.md): How to submit a clinical document for supervisor review in StrataEMR — the review workflow for assistants, the supervisor co-sign process, and how review notes work.
- [Fax Management](https://docs.stratapt.com/documentation/fax-management.md): How to send and receive faxes in StrataEMR, including outbound clinical document faxing, the inbound fax inbox, and how to handle failed faxes.
- [Menu Bar Overview](https://docs.stratapt.com/documentation/menu-bar-overview.md)
- [Messaging/Tickets](https://docs.stratapt.com/documentation/messaging.md): How to use the StrataEMR ticket platform — creating threads, routing to the right team, linking patients, and what happens when a message becomes overdue.
- [Appointment Reminders](https://docs.stratapt.com/documentation/patients/appointment-reminders.md): How StrataEMR appointment reminders work — enabling reminders per patient, customizing reminder scripts, testing delivery, and managing SMS opt-outs.
- [Authorization Management](https://docs.stratapt.com/documentation/patients/authorization-management.md): How authorizations work in StrataEMR — entering auth details, stub authorizations, retro authorizations, overlapping dates, and turning off the requirement.
- [Automatic Policy Validation](https://docs.stratapt.com/documentation/patients/automatic-policy-validation.md)
- [Balance Alerts](https://docs.stratapt.com/documentation/patients/balance-alerts.md): Automatically notify patients by text or email when they have an outstanding balance, with a link to view and pay through the patient portal.
- [Benefit Verification](https://docs.stratapt.com/documentation/patients/benefit-verification.md): How benefit verification works in StrataEMR — Medicare auto-verification, entering benefits for commercial payers, the benefit verification task workflow, and annual re-verification.
- [Creating a Patient](https://docs.stratapt.com/documentation/patients/creating-a-patient.md): How to create a new patient in StrataEMR — required fields, the step-by-step setup flow, adding via the schedule, and when to create multiple accounts.
- [Understanding Patient Funds](https://docs.stratapt.com/documentation/patients/issuing-a-patient-refund.md): How StrataEMR holds, applies, and refunds patient payments — and what to do when a refund task appears.
- [Marketing Engagement](https://docs.stratapt.com/documentation/patients/marketing-engagement.md): Why StrataEMR's patient engagement tools are designed for transactional messages only, and how to reach patients for marketing purposes.
- [Patient Engagement](https://docs.stratapt.com/documentation/patients/patient-engagement.md): The Patient Engagement page in StrataEMR — where to manage intake forms, appointment reminder subscriptions, balance alerts, and patient portal access for each patient.
- [Patients Overview](https://docs.stratapt.com/documentation/patients/patients-overview.md): How patient cases are structured in StrataEMR and what each section of the Patient Menu Bar contains.
- [Policies Page](https://docs.stratapt.com/documentation/patients/policies.md): Where to enter and manage all patient payer information in StrataEMR — insurance policies, financial arrangements, workers comp, liability, and attorney cases.
- [Searching for a Patient](https://docs.stratapt.com/documentation/patients/searching-for-a-patient.md): How to find patients in StrataEMR — using the search bar, patient lists, PID lookup, and advanced search flags.
- [Product Feedback](https://docs.stratapt.com/documentation/product-feedback.md): Submit feature requests, upvote ideas from other practices, and track what's coming to StrataEMR through the product feedback portal.
- [Referral Management](https://docs.stratapt.com/documentation/referral-management.md): How to use StrataEMR's Referral Management feature to track new patient referrals through the intake pipeline before they're scheduled.
- [Organization Insights](https://docs.stratapt.com/documentation/reporting/organization-insights.md)
- [Practice Metrics](https://docs.stratapt.com/documentation/reporting/practice-metrics.md)
- [Practice Metrics Overview](https://docs.stratapt.com/documentation/reporting/practice-metrics-overview.md): StrataEMR's reporting hub — what reports are available, how to access them, and what each one shows.
- [Reporting Overview](https://docs.stratapt.com/documentation/reporting/reporting-overview.md): Where reporting lives in StrataEMR and what each category of reports covers.
- [Weekly Practice Summary Report](https://docs.stratapt.com/documentation/reporting/weekly-practice-summary.md): A weekly email snapshot of your practice's key metrics — delivered automatically to Business Owners every Monday morning.
- [Adding an Appointment](https://docs.stratapt.com/documentation/schedule/adding-an-appointment.md): How to schedule patient appointments in StrataEMR — from the schedule, from a patient's page, recurring appointments, and appointment status flow.
- [Kiosk Check-In](https://docs.stratapt.com/documentation/schedule/kiosk-check-in.md): A self-service check-in mode that lets patients arrive, find their appointment, complete intake forms, and pay their balance — all without staff involvement.
- [Manage Appointment Types](https://docs.stratapt.com/documentation/schedule/managing-appointment-types.md): How to create and configure appointment types in StrataEMR — colors, duration, encounter settings, Exclude Template Update, and Plan of Care eligibility.
- [Managing the Waiting List](https://docs.stratapt.com/documentation/schedule/managing-the-waiting-list.md): How to use the StrataEMR schedule waiting list — adding patients, tracking preferences, moving patients to the schedule, and finding the next available slot.
- [Schedule Overview](https://docs.stratapt.com/documentation/schedule/schedule-overview.md): How the StrataEMR schedule is organized, what it displays, and how its core features work.
- [View Schedule as a Map](https://docs.stratapt.com/documentation/schedule/view-schedule-as-map.md): A map-based view of all daily appointments across clinicians, with distance calculations, schedule notes, and drive time estimates.
- [View Mobile-Friendly Schedule](https://docs.stratapt.com/documentation/schedule/viewing-a-mobile-friendly-schedule.md): A condensed, phone-optimized view of your daily schedule with patient contact links, documentation shortcuts, and productivity stats.
- [Send Documents to StrataPT](https://docs.stratapt.com/documentation/send-documents-to-strata-pt.md)
- [Credit Card Processing](https://docs.stratapt.com/documentation/settings/credit-card-processing.md): How credit card processing works in StrataEMR through the Authorize.net integration — setup, storing cards on file, processing payments, and the patient portal bill pay.
- [Documentation Templates](https://docs.stratapt.com/documentation/settings/documentation-templates/documentation-templates.md): A reference guide to every setting available on a documentation template in StrataEMR, including template type, document actions, and access controls.
- [Signature Compliance & Role Restrictions](https://docs.stratapt.com/documentation/settings/documentation-templates/signature-compliance-and-role-restrictions.md): How document ownership, signing rules, and role-based restrictions work in StrataEMR — including the Enhanced Document Signature Compliance feature and the PTA/COTA workflow.
- [Updating a Template Fragment](https://docs.stratapt.com/documentation/settings/documentation-templates/updating-a-template-fragment.md): How to edit a fragment in StrataEMR — the building blocks of your clinical documentation templates — along with important considerations for the updating of fragments.
- [Emergency Notifications](https://docs.stratapt.com/documentation/settings/emergency-notifications.md): Temporarily suspend regular appointment reminders and send a custom mass message to patients affected by a clinic closure or unexpected disruption.
- [Facilities](https://docs.stratapt.com/documentation/settings/facilities.md): How to manage facility locations in StrataEMR — adding new facilities, what facility settings control, letterheads, and how address changes impact billing.
- [Images](https://docs.stratapt.com/documentation/settings/images.md): Upload and manage images in the Image Library so they can be inserted into clinical document templates.
- [Organization](https://docs.stratapt.com/documentation/settings/organization.md): Reference for the Organization settings page in StrataEMR, where practice-wide information, identifiers, and patient engagement links are configured.
- [Point of Sale](https://docs.stratapt.com/documentation/settings/point-of-sale.md): Set up and apply flat-rate charges for products and services — such as cancellation fees, supply charges, and equipment sales — that are billed directly to patients outside of insurance.
- [Referral Sources](https://docs.stratapt.com/documentation/settings/referral-sources.md): How to add and manage referring providers in StrataEMR — the Referral Sources setup area, NPI lookup, and how referrer records power faxing and claim submission.
- [Schedule Templates](https://docs.stratapt.com/documentation/settings/schedule-templates.md): How to create and manage schedule templates in StrataEMR — defining recurring availability blocks by date range so the nightly job can automatically populate your schedule.
- [Selections](https://docs.stratapt.com/documentation/settings/selections.md): Understand how Selections work as the interactive answer fields within clinical document templates in StrataEMR.
- [Settings Overview](https://docs.stratapt.com/documentation/settings/settings-overview.md): What each section of the StrataEMR Settings area contains and who can access it.
- [Staff Setup](https://docs.stratapt.com/documentation/settings/staff.md): How to add and manage staff members in StrataEMR — required fields, signature submission, facility assignment, and making staff inactive.
- [User Permissions](https://docs.stratapt.com/documentation/settings/user-permissions.md): The permission levels and restrictive modifiers available in StrataEMR, what each grants access to, and how Staff Type controls discipline-based documentation access.
- [StrataEMR Documentation](https://docs.stratapt.com/documentation/start-here.md): Reference documentation for every screen, feature, and setting in StrataEMR — organized to match the product you use every day.
- [Tasks Overview](https://docs.stratapt.com/documentation/tasks/tasks-overview.md): How tasks work in StrataEMR, where to find them, and what the different task types mean.
- [Task Workflow](https://docs.stratapt.com/documentation/tasks/tasks-workflow.md): How tasks work in StrataEMR — what generates them, how they're organized on the dashboard, and how they're cleared.
- [Adding Users and Roles](https://docs.stratapt.com/getting-started/adding-users-and-roles.md): Create staff accounts in StrataEMR and assign role-appropriate permissions so each team member has access to what they need.
- [Configuring Your Facilities](https://docs.stratapt.com/getting-started/configuring-your-facilities.md): Set up your practice locations in StrataEMR, including addresses, operating hours, and provider assignments.
- [Credentialing Services: Recommended Vendors](https://docs.stratapt.com/getting-started/credentialing-vendors.md): StrataPT does not provide credentialing services, but we've compiled a list of trusted vendors our customers use.
- [Going Live](https://docs.stratapt.com/getting-started/going-live.md): What happens when your StrataEMR account transitions to full production, and how to prepare for a smooth first week.
- [Onboarding](https://docs.stratapt.com/getting-started/onboarding.md): Welcome to StrataPT. This guide walks you through what to expect during onboarding and how to get your practice live on StrataEMR efficiently and confidently.
- [Your Onboarding Dashboard](https://docs.stratapt.com/getting-started/onboarding-dashboard.md): What you'll see when you first log in to StrataEMR and how to navigate your account during the onboarding period.
- [Setting Up Your Organization](https://docs.stratapt.com/getting-started/setting-up-your-organization.md): Configure your practice-level information in StrataEMR, including identifiers, billing defaults, and core settings.
- [Copay, Co-Insurance, and Deductible: What's the Difference?](https://docs.stratapt.com/guides/billing/copay-coinsurance-deductible.md): Understand the three main ways patients share in the cost of care, how each appears in StrataEMR, and how much to collect at time of service.
- [Providing Patients with Itemized Billing Statements](https://docs.stratapt.com/guides/billing/itemized-billing-statement.md): How to provide a patient with an itemized statement of charges they can use to seek reimbursement from their insurance — sometimes called a superbill.
- [Patient Benefit Verification](https://docs.stratapt.com/guides/billing/patient-benefit-verification.md): A complete guide for front desk staff on how to verify patient insurance benefits before the first visit — what to ask, what it means, and why it matters.
- [Understanding the Clarity Panel and Patient Responsibility](https://docs.stratapt.com/guides/billing/patient-responsibility.md): Learn how StrataEMR's Clarity Panel calculates what a patient owes, why balances appear, and how to explain a patient's financial responsibility clearly.
- [How the Recommended Amount Works](https://docs.stratapt.com/guides/billing/recommended-amount.md): Understand how StrataEMR calculates the suggested patient collection amount, why it appears, and how to turn it off for a patient.
- [Collecting and Recording Patient Payments](https://docs.stratapt.com/guides/collect-patient-payment.md): How to record a patient payment at time of service, apply it correctly in StrataEMR, and mark it as collected on the patient's profile.
- [Guides](https://docs.stratapt.com/guides/overview.md): Step-by-step walkthroughs for StrataEMR's major workflows and capabilities.
- [Collect a Patient Payment](https://docs.stratapt.com/guides/record-patient-payment.md): How to collect and record patient payments in StrataEMR, including copays, outstanding balances, and manual payments.
- [Mako AI Scribe](https://docs.stratapt.com/guides/releases/mako-ai-scribe.md)
- [Migrating Your Data](https://docs.stratapt.com/switching/migrating-your-data.md): What data moves to StrataEMR, what doesn't, and how to prepare for a smooth migration from your current system.
- [Preparing Your Team](https://docs.stratapt.com/switching/preparing-your-team.md): A practical checklist for practice owners and office managers to get staff ready before StrataEMR onboarding begins.
- [Billing-aware EMR](https://docs.stratapt.com/switching/strata-pt-overview.md): Here's how StrataEMR combines a billing-first EMR with managed RCM services to become the operating system behind profitable rehab clinics.
- [What to Expect](https://docs.stratapt.com/switching/what-to-expect.md): The full journey from signing up through go-live and beyond, with a clear picture of each phase.
- [Why Clinics Switch to StrataEMR](https://docs.stratapt.com/switching/why-clinics-switch.md): The operational and financial challenges that drive outpatient therapy clinics to move to StrataEMR.
- [EMR and RCM Terminology](https://docs.stratapt.com/terminology.md): Definitions for common terms used in electronic medical records and revenue cycle management for outpatient therapy.
- [Training Resources](https://docs.stratapt.com/training-resources.md): Role-specific training materials, recorded sessions, and options for scheduling refresher training on StrataEMR.
- [Welcome to StrataEMR](https://docs.stratapt.com/welcome.md): Find what you need based on where you are in your journey with StrataEMR.

## OpenAPI Specs

- [openapi](https://docs.stratapt.com/api-reference/openapi.json)

## Optional

- [Product Updates](https://www.stratapt.com/product-updates)