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Barti Homepage

Overview The Barti Homepage is a place to view all of your activities    Highlights View appointments for the day Providers will be able...

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Written by Dan Healey

Overview

The Barti Homepage is a place to view all of your activities

Highlights

  • View appointments for the day

    • Providers will be able to see appointments that are linked directly to them

    • Staff (The have disabled their internal appointment scheduling in their Account Settings) will see all appointments for the day.

  • Create and view appointment exam

  • Update appointment status

  • Create global tasks

  • View Notifications

    • SMS Messages

    • Appointments

    • Appointment Requests

    • Intake Forms

    • Orders Shipped

  • Create New

    • Appointment

    • Text Message

    • Exam

    • Patient

    • Optical Order

    • Invoice

    • Insurance Claim

Video Overview

Troubleshooting & FAQ

  1. Can I assign a task to another user?

    • Currently tasks are global and cannot be assigned to a specific user

  2. Why can't I see all of the appointments

    • If you are a provider, you will only see appointments that are assigned to you

      • If you are a provider and still don't see any appointment, check your calendar to make sure that you have been added as the "Staff/Optometrist" in the appointment

    • If you are an administrative staff, navigate to your Account Settings and disable "Allow Internal Appointment Scheduling" This will allow you to view all appointments.

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