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Barti Updates - September 2025

Live In Barti Machine Integration​​​​ Import data from your machines directly into Barti’s EHR. Review this step-by-step guide for a list ...

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Written by Dan Healey

Live In Barti

Machine Integration​​​​

Machine Integration Setup

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.

Report Export for Frames

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Custom Voicemail Message

Generate and download a complete report of all your Frames stock information.

Calendar Customization Settings

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Calendar Updates

Set a daily anchor time to eliminate unnecessary scrolling, customize appointment slot increments (5, 10, 15, 20, 30, 60 minutes) on a per-user basis, and save default locations and staff for quicker display.

Speed Dial for Internal Transfers

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Speed Dial Transfers

Create a speed dial for transferring internal calls.

Transfer Calls​​​​

Transferring calls

Transfer incoming and outgoing calls directly within the system.

Rolling Out

AI Scribe in Assessment and Plan (Copilot Only)

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AI scribe assessment and plan

Transcribe patient encounters in the Assessment & Plan section of your charts to help significantly reduce documentation time.

Assessment and Plan Update

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Assessment and Plan

Customize your Assessment and Plan by separating the Procedure, Diagnosis, and Treatment Plan.

Link Diagnosis Codes to Plan Sub-Sets

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connecting diagnosis codes

Connect diagnosis codes to specific plan subsets to save time.

Automated Patient Intake Form Messages

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Automated Intake form messages

Automatically send patients a text to complete their intake forms before their appointment.

Automated Text Reminders for Online Appointment Requests

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Automated text message online scheduling

Ensure patients never miss their appointment with automatic text reminders for online appointment requests.

Mass Payment Posting

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Mass payment posting

Ability to apply insurance payments to multiple patient accounts at once.

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!

Families

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Families

Link family members for connected care.
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​Updated Homepage

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Updated homepage

Click the 3 dots menu to create invoice, optical orders, and print patient cards directly from the homepage.

​​​​​More updates ahead

  • Text to Pay Payment Links: Send patients a payment link through Stripe, making it simple to collect payments quickly and conveniently.

  • Task Management: Assign tasks to other users and set deadline for tasks.

  • In-Line Invoice Editing: Quickly update the invoice details directly on the screen without opening up the modal.

  • Internal Appointment Slot Labels: Label time slots for specific visit types so your team can schedule patients more efficiently and keep your calendar organized.

  • Family Billing: Manage family payments in one place for a smoother checkout experience.

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