This article outlines the steps to customize insurance dropdowns in Barti. This streamlines the patient check-in process by ensuring your staff only sees relevant options in the insurance dropdown menu.
Key Steps
1. Access Organization Settings
Navigate to the top right of your dashboard.
Click on Organization Settings (admin user access).
2. Add Accepted Insurances
Locate the Accepted Insurances section.
Click Add Insurance.
Search for the network name and designate it as Medical or Vision.
Manually entered payers will appear in your practice dropdown but are not supported for electronic claim submission.
Click Add Insurance to save it to your practice list.
Repeat this process for all carriers your practice accepts.
3. Using the Accepted Insurance list
Users will immediately see changes made to the Accepted Insurances list.
Navigate to a Patient Profile and go to the Insurance section
When adding a new insurance, the Insurance Type dropdown will now only display the specific networks you added in Step 2. This prevents "data clutter" and selection errors.
If a patient has an insurance that isn't on your Accepted Insurances list, you can enter this information by clicking the Insurance Not Listed button under Network.
Creating an insurance this way adds it to the patient’s profile, but it will not be added to your practice's primary list.