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Barti Updates - November 2025

Quick Recap of This Month's Product Updates AI Enhancements: Ask questions about treatments, diagnoses, or other medical information and ...

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Written by Dan Healey

Quick Recap of This Month's Product Updates

  • AI Enhancements: Ask questions about treatments, diagnoses, or other medical information and get instant answers based on AOA’s Clinical Practice Guidelines. Plus, enjoy AI-generated response suggestions for patient reviews and an updated AI email marketing builder to save time on emails.

  • Workflow Improvements: You can now edit directly in-line on invoices, collapse the navigation menu in exams for a cleaner view, and see notes in the Claims table and claims in the Invoices table at a glance. Task Management is also here, making it easier to assign, track, and manage work across your team.

  • Integrations: Added additional machine integration support for Huvitz devices, continuing to expand our hardware compatibility.

Live In Barti

In-Line Editing

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In-Line Editing

Quickly update the invoice details directly on the screen without opening up the modal.

AI Guidelines (Copilot Only)​​​​​

AI guidelines

Ask questions about treatments, diagnoses, or other medical information, and receive answers based on AOA’s clinical practice guidelines.

Task Management​​​​​

Task Management

Assign, track, and manage tasks with your team in one place.

Machine Integration - Huvitz Added ​​​​​

Machine Integration



Import data from your machines directly into Barti’s EHR. Review this step-by-step guide for a list of supported machines and integration instructions.

Claims Table – Notes Display Added​​​​​

Claims Table added Notes


Quickly view important claim-related notes directly within the Claims table, eliminating the need to open each claim individually to access key details.

Invoices Table – Claims Display Added​​​​​

Invoices table added Claims


Quickly view associated claims directly within the Invoices table, eliminating the need to navigate between tabs for claim details.

AI Email Campaign – Enhanced Chat-Based Experience​​​​​

AI email campaign



Build and refine your email campaigns with a more interactive, chat-style experience. Now you can see the progress in real time as you create, edit, and iterate on your email blast templates.

Collapsible Navigation Menu on Exams​​​​​

Collapsible navigation menu



Collapse the navigation menu in Exams to maximize on-screen space and enhance visibility while charting.

AI-Generated Review Response Suggestions​​​​​

AI generated response


Quickly reply to patient feedback with AI-generated response suggestions designed to save time and maintain a professional tone.

Rolling Out

Family Billing

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Family Billing

Manage family payments in one place for a smoother checkout experience.
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Custom Insurance List

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Org specific Accepted Insurances

Create a curated list of accepted insurance payers unique to your practice, so your staff only sees relevant options.
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Expense Management

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Barti 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, so you’re always in control.

Coming Soon!

  • Label Printing for Frames: Print customized labels for frames quickly and easily to streamline inventory and sales.

  • Procedure Templates: Create and personalize templates for common in-office procedures to ensure consistency, save time, and simplify documentation across your practice.

  • ​​​​​Customizable Online Scheduling: Enable patients to book appointments seamlessly by customizing your online scheduler to accept vision or medical insurance details—or even cash-pay options—right at the time of scheduling.

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