Quick Recap of This Month's Product Updates
Payments: Post insurance payments in bulk, add services to existing invoices, and send payment links by text.
Patient Communication: Automatically send text reminders for online appointment requests and intake forms.
Workflow Improvements: Access more detailed reporting, use new homepage shortcuts for invoices and orders, and collapse the patient panel during exams for a cleaner view.
Assessment & Plan: You can now separate Procedure, Diagnosis, and Treatment Plan, use AI Scribe within A&P, and link diagnosis codes to plan subsets. Be sure to update your exam templates to take advantage of these new features!
Live in Barti
Mass Payment Posting
Ability to apply insurance payments to multiple patient accounts at once.
Add to Existing Invoices
Add glasses or exam services to existing invoices, keeping optical orders and exams together on one invoice.
Payment Links
Send a text with a payment link directly from a patient’s invoice to make payment collection easier. Only available for Stripe terminal users.
Automated Text Reminders for Online Appointment Requests
Ensure patients never miss their appointment with automatic text reminders for online appointment requests.
Automated Patient Intake Form Messages
Automatically send patients a text to complete their intake forms before their appointment.
Display More Data on Reports
Display more detailed data on the standard and contact lens reports.
Updated Homepage
Click the 3 dots menu to create invoice, optical orders, and print patient cards directly from the homepage.
Assessment and Plan Update
Customize your Assessment and Plan by separating the Procedure, Diagnosis, and Treatment Plan.
AI Scribe in Assessment and Plan (Copilot Only)
Transcribe patient encounters in the Assessment & Plan section of your charts to help significantly reduce documentation time.
Link Diagnosis Codes to Plan Sub-Sets
Connect diagnosis codes to specific plan subsets to save time.
Availability Labels
Label appointment slots for specific visit types so your team can schedule patients more efficiently and keep your calendar organized.
Collapse Patient Panel in Exam
Collapse the Patient panel in the exam view to free up more screen space.
Downloadable Production Report
The downloadable production report CSV now includes links to the invoices included in the report.
Rolling Out
In-Line Editing
Quickly update the invoice details directly on the screen without opening up the modal.
AI Guidelines (Copilot Only)
Ask questions about treatments, diagnoses, or other medical information, and receive answers based on AOA’s clinical practice guidelines.
Task Management
Assign, track, and manage tasks with your team in one place.
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!
Families
Link family members for connected care.
More updates ahead
Family Billing: Manage family payments in one place for a smoother checkout experience.
Label Printing for Frames: Print customized labels for frames quickly and easily to streamline inventory and sales.