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Barti Updates - August 2025

Live In Barti Custom Voicemail​​​​​Set a voicemail message for your practice for when you're unavailable.  AI Email Campaign (Barti Pro an...

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Written by Dan Healey

Live In Barti

Custom Voicemail

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Custom Voicemail Message

Set a voicemail message for your practice for when you're unavailable.

AI Email Campaign (Barti Pro and up)

AI email campaign



Leverage AI to create email blasts that boost engagement and drive conversions.

Reputation Management

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Reputation Management

Request and showcase positive reviews from satisfied patients to help build trust and attract new patients. To integrate your Google and Yelp reviews, simply connect your business accounts. If you need help, you can find instructions here.

Add Service Fees to Invoices

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Service Fees

Add service fees directly to invoices under the patient’s responsibility.

ePrescribe Fields

eRX Medication History


Medication History Enhancements: Now you can view a comprehensive list of medications from the Surescripts network, beyond just those prescribed by your office, after confirming patient consent.

eRX Insurance Coverage


Prescription Setup Enhancements: When setting up a prescription, you'll now see the patient's plan information displayed.

eRX Formulary information



Enhanced Prescription Workflow: When creating a prescription, you'll now see formulary information, whether prior authorization (PA) is required, and relevant alternative medications.


Printable Patient Card

Patient Card




Print a Patient Card or follow-up card pre-filled with key patient information, making it easy to jot down notes.


Search by UPC

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Search by UPC

Locate items by UPC across your inventory, invoices, and optical orders.

Rolling Out

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.

Machine IntegrationVideo Coming Soon!​​

Topcon CV5000 and Marco Connect Integration: Import refraction data from your machines directly into Barti’s EHR

Transfer Calls

Transferring calls

Transfer incoming and outgoing calls directly within the system.

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

Coming Soon!

  • Frames Data: Get instant access to a comprehensive, always-current database of frame styles, colors, sizes, and wholesale pricing.

  • AI Scribe in Assessment & Plan (Copilot only): Transcribe patient encounters in the Assessment & Plan section of your charts to help significantly reduce documentation time

As always, please reach out with any questions or feedback on any of the above.

Thank you for your support of Barti.



Best,

The Barti Team

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