Overview
This article will explore the areas of the patient profile. It will review the following:
How to Create a New Patient
There are two ways that a New Patient can be created. Through the Patients section in the Menu and while creating an appointment in the calendar.
Creating a New Patient in the Patient’s Section
You can create a patient through the Patients Section in the menu
You must be logged in to Barti to create a patient. If you are unsure how to log in, please review the Barti Login article
While logged into Barti, select “Patients” in the main menu on the left-hand side
Click on the “Search” submenu selection
On the top right-hand corner, click on the “New Patient” button
Enter the New Patient’s Information
The minimum requirements to create a patient are:
Given Name (First Name)
Family Name (Last Name)
Date of Birth (mm/dd/yyy)
Click on the “Create New Patient” button to create your new patient
Creating a New Patient in the Calendar
You can create a new patient while scheduling an appointment in the calendar. Follow the steps below to create the new patient
Navigate to the menu Appointments -> Calendar.
Create a new appointment
Search for a patient
If the patient does not exist you can click on “+ Add new Patient” under the Patient Search Bar.
How to Search For a Patient
When searching for a patient, you can search by the following:
First Name
Last Name
DOB (mm/dd/yyyy)
The Patient Search Page
You can search for a patient in the patient search page
Navigate to the menu “Patients -> Search”
The page will show you recently viewed patients
Search for the patient
First Name
Last Name
DOB (mm/dd/yyyy)
The Universal Search Bar
The Universal Search bar will allow you to search for patients. The bar will be available universally no matter what page you are on. This is an easy way to navigate to a patient’s profile
Sections of the Patient Profile
Personal Info: The patient’s personal info section contains the patient’s demographics, past finalized prescriptions from completed exams, addresses, and insurance information(Medical and Vision).
Appointments: The Appointments section contains the appointment history for the patient.
Exams: The Exams section contains all of the completed and incomplete exams. You can access each exam to view and/or edit.
Invoices: The Invoices section contains the patient’s invoice history. You can filter the invoices and export them as a PDF or a CSV report.
Messages: The Messages section is where you can send notifications and text messages to your patients.
You must have access to the Barti Communication Platform to message your patient
Files: The Files section is where you can upload files connected to your patient. These can be tests, insurance or driver's license images, previous exam PDFs, etc… Files can be given a label and searched by that label
Forms: The forms section contains all intake forms linked the a patient
Notes: The notes section is where you can add patient-specific notes. These notes will only show in the patient's profile
Adding Subscriber Info in the Patient Profile:
Navigate to Patient Profile
Under Personal Info, scroll toward the bottom
Click New Insurance
Toggle Policy Holder to OFF