Quick Recap of This Month's Product Updates
Clinical & Workflow: Add new sections to active exams in real time, link diagnosis to default plans and create tasks directly from the patient side-panel.
Inventory & Optical: Apply pricing formulas when adding inventory and access Frames Data for better optical management.
Insurance: Add and view detailed insurance notes to support billing and front office teams and manage family payments.
Reporting & Billing: See outstanding collections at a glance with the new Patient Aging report enhancement.
Live In Barti
Add or Remove Exam Components
Users can now add or remove components within an active exam for more flexible, real-time charting.
Frame Pricing Calculator
Calculate retail prices from wholesale costs using pricing formulas.
Frames Data
Quickly import frame data into your inventory to eliminate manual entry errors.
Insurance Record Notes
Notes can now be added directly to patient insurance records for clearer documentation and reference.
Tasks from Patient Side-Panel
Create tasks instantly from the patient side-panel to streamline follow-ups and staff coordination.
Default Diagnosis Plans
Link diagnoses to default plans so you can chart faster, ensure consistency, and reduce repetitive entry during exams.
Family Billing
Manage family payments in one place for a smoother checkout experience.
Patient Aging Report Update
A new collections amount column has been added to the CSV file of the Patient Aging report for better visibility into outstanding balances.
Rolling Out
AI File Summary (Co-pilot Only)
Get AI-generated summaries of uploaded files so you can review key details quickly without reading through the entire document.
ECR Vault
Connect with ECR Vault to store and access patient records.
Coming Soon
Contact Lens Invoice: Create contact lens orders and attach them to a new or existing invoice.
AI Voicemail Summary (Co-pilot only): Save time with AI-generated voicemail summaries that capture key details from each message for quick review.