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Barti Updates - April 2026

Quick Recap of This Month's Product Updates Billing: Invoice Defaults lets you configure a default note in Organization Settings that auto...

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Written by Dan Healey

Quick Recap of This Month's Product Updates

  • Billing: Invoice Defaults lets you configure a default note in Organization Settings that auto-populates on every new invoice.

  • Optical: Optical Order Notifications allows you to automatically notify patients when orders are moved to "Verified" status.

  • Patient Communication: Blocked Numbers management keeps your practice's VOIP focused by filtering out unwanted calls.

  • Workflow: Multiple user notifications provides simultaneous staff alerts when you are on the same exam, invoice, claim, and insurance payment group.

Live in Barti

Autocoding Refractive Codes

Our latest update to the AutoCode feature includes refractive diagnosis like Myopia. The workflow is also now user-controlled workflow by simply clicking the Run AutoCode button on your current exam findings you will see suggested diagnosis. Learn more here.

Recall Enhancements

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Recall reminders

Configure how often additional recall text messages are sent to patients who haven't scheduled follow-up appointments. Learn more here.
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AI Plan Summary (Copilot Only)

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Plan Summary

The AI Plan Summary generates an AI-powered summary of your patient conversation, focusing specifically on the discussed plan instructions. Learn more here.

​​​​​Blocked Numbers Management

blocked numbers

Block unwanted numbers from calling your practice. Learn more here.
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Pull Forward Diagnosis

pull forward

Automatically carry forward past diagnoses, improving accuracy and reducing manual data entry. Learn more here.
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Default Invoice Note

Default invoice note

You can configure a Default Invoice Note that automatically populates on all new invoices saving users time. Learn more here.
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Direct Scanning

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direct scanning

Scan documents directly into a patient's profile without leaving Barti! Easily capture insurance cards, consent forms, IDs, and any other necessary documents right where you need them. Learn more here.
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Brand Kit​​​​​​

brand kit

Create your Brand Kit once to ensure a consistent appearance across all your email campaigns. Learn more here.
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Expanded Machine Integration

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Machine integration

We are rolling out our machine integration for the Essilor R700 so you can eliminate the need for manual data entry.
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Rolling Out

Optical Order Notifications

Optical order notifications

Set up automatic optical order text messages (SMS) updates for your patients. Learn more here.
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Multiple User Notifications

multiple user

Simultaneous alerts to multiple staff ensure no critical information is missed when accessing the same patient, keeping the entire team informed. Learn more here.
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Compact Mode

Compact mode

Compact mode is designed to help you see more, scan faster, and manage your Exams and details with ease, even on the smallest screens. Learn more here.
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Duplicate Glasses Order

duplicate glasses order

Quickly create a new glasses order pre-filled with the same details as an original. Learn more here ​​​​​.​​
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Vision Web Invoicing

vision web invoicing

Automate invoice creation for VisionWeb glasses orders, eliminating manual data entry and saving you valuable time. Learn more here.
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Quinn - AI Scribe 2.0 (Copilot Only)

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We have updated our AI scribe so you can document most of your chart using your voice. Learn more here.

AI File Summary (Copilot Only)

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AI File Summary

Get AI-generated summaries of uploaded files so you can review key details quickly without reading through the entire document. Learn more here.
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Coming Soon


AI Receptionist: Use AI as your first line for phone calls to schedule appointments and free your team from a high volume of calls.

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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