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Barti Updates - July 2025

Live In Barti Net Revenue Report View a clear summary of actual payments collected by method, showing the real dollars received by your pr...

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Written by Dan Healey

Live In Barti

Net Revenue Report



View a clear summary of actual payments collected by method, showing the real dollars received by your practice for accurate financial tracking.

Downloadable Payment Method Report

Downloadable Payment Method Report


Easily download a detailed report showing all payment methods used, with a clear breakdown that adds up to the total amount collected.

AI Smart Scan: Insurance Card Auto-Save (Copilot)

Save Insurance Card to Patient File Copilot AI Smart Scan



When an insurance card is uploaded using AI Smart Scan, it’s automatically saved to the patient’s file—no extra steps needed.

Manually Update Claim Status for Non-Trizetto Claims

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Manually update claim status

You can now update the status of claims completed outside of the Trizetto integration, including paper CMS 1500 forms, ensuring accurate tracking and centralized claim management within Barti.

Quick Access to Patient Side Panel from Multiple Screens

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Access Side Panel

Easily view key patient information in a convenient side panel directly from the invoice, communications, optical order, or exam screens—so you can stay informed without leaving your workflow.

Condensed Printed Exam Display​​​​​

Condensed printed Exam

Printed exams now exclude empty components in the printed version, reducing page length while keeping all essential information clear and accessible.

Communication Settings​​​​​

Communication Settings

Manage your communication integrations in settings.

Rolling Out

Custom Voicemail

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Custom Voicemail Message

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

Add Service Fees to Invoices

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Service Fees

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

Mass Payment Posting

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Mass payment posting

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

Reputation Management

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Reputation Management

Request and showcase positive reviews from satisfied patients to help build trust and attract new patients.

Product Tips

Overview of Barti's Reports

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Overview of Barti Reports

Get a clear snapshot of your practice’s performance with Barti’s suite of reports, including net revenue, aging summaries, payment methods, inventory history, and staff performance.

Coming Soon!

  • Auto Posting: Automatically updates claim and payment status

  • Topcon CV5000 and Nidek/Marco 5100 & 6100 Auto Phoropter Integration: Import refraction data from your auto phoropter directly into Barti’s EHR

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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