Training by Role
For Clinicians
Clinician training covers the workflows therapists and assistants use every day: patient documentation, treatment planning, clinical reporting, and the connection between clinical decisions and billing outcomes.For Front Desk and Admin Staff
Front desk and admin training covers scheduling, patient intake, check-in/check-out, demographics management, and insurance verification.For Billers
Biller training covers the billing workflows for claims management, payment posting, denial handling, patient billing, and collections reporting.For Practice Owners and Managers
Practice owner training covers system administration, reporting, operational oversight, and how to use StrataEMR data to make informed business decisions.Onboarding New Staff
When you hire new team members after go-live, they’ll need training on StrataEMR. Here’s how to get them up to speed. Self-service training. New hires can start with the recorded training sessions and written guides listed above for their role. These cover the same material delivered during your initial onboarding training. Knowledgebase resources. The Guides section of this knowledgebase provides step-by-step walkthroughs for all major workflows. Point new hires to the guides relevant to their role as a hands-on learning resource. Refresher sessions. If recorded materials aren’t sufficient for a new hire’s role or your practice has specific workflow customizations that aren’t covered in standard training, you can request a live training session.Requesting Refresher Training
If your existing staff need a refresher on a specific workflow, or if StrataEMR has released new features your team hasn’t been trained on, you can request additional training.Video Library
Staying Current
StrataEMR evolves over time. New features, workflow improvements, and platform updates are released regularly. To stay informed:- This knowledgebase is updated alongside product releases. New guides and documentation are added as features ship.
- Release announcements notify you of significant changes and new capabilities.
Next steps:
- Guides — Step-by-step walkthroughs for StrataEMR’s core workflows.
- Documentation — Detailed reference for all StrataEMR features and settings.
- Getting Help — How to find answers and contact support.