Quick Recap of This Month's Product Updates
Insurance & Scheduling: Customize online scheduling to capture vision and/or medical insurance details up front, and use org-specific accepted insurance lists to cut down on data entry errors.
Reports: Easily spot missing claims within the Insurance Aging Report and view detailed optical performance with the new Frames Sales Report.
Clinical & Optical Tools: Speed up documentation with diagnosis presets, with upcoming enhancements like frame label printing and custom procedure templates.
Workflow & Billing: Set a default Schedule view for easier navigation, and benefit from improved family billing.
AI: Quickly understand uploaded documents with AI File Summary.
Live In Barti
Custom Insurance List
Create a curated list of accepted insurance payers unique to your practice, so your staff only sees relevant options.
Print Frames Label
Print frame labels, making it easier to manage optical inventory and streamline sales. See step-by-step instructions here.
Custom Procedure Templates
Create personalized templates for procedures to save time on charting.
See Missing Claims on Insurance Aging Report
Quickly identify missing claims directly within the Insurance Aging Report, helping you catch gaps, reduce delays, and improve billing accuracy.
Customizable Insurance for Online Scheduling
Customize your online scheduling form to collect vision insurance and/or medical insurance.
Frames Sales Report
View frame sales data in one place to track performance, identify trends, and make informed decisions about your optical inventory.
Default View Setting for Schedule
Set your preferred default view when accessing the schedule to jump straight into the layout that works best for you.
Rolling Out
Family Billing
Manage family payments in one place for a smoother checkout experience.
Default Diagnosis Plans
Link diagnoses to default plans so you can chart faster, ensure consistency, and reduce repetitive entry during exams.
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.
Expense Management
Manage your practice’s spending with company cards using Barti's expense management. Set budgets, assign cards to staff, and track every expense in real time with automatic reconciliation. PLUS use your Barti Card to pay for your Barti subscription, and we’ll waive the 3% credit card fee.
Coming Soon!
ECR Vault: Connect with ECR Vault to store and access patient records.
Frame Pricing Calculator: Calculate retail prices from wholesale costs using pricing formulas.
AI Voicemail Summary (Co-pilot only): Save time with AI-generated voicemail summaries that capture key details from each message for quick review.