What data migrates from DocuTrac to Barti?

Who this is for: Any practice migrating from DocuTrac to Barti. Your implementation team will complete the migration — this article helps you know what to expect and what to plan for.

Important: A significant number of fields do not migrate from DocuTrac. [VERIFY: Confirm the reason for the large number of non-migrating fields and add guidance on what practices should do to preserve this data before their migration date — e.g., exporting records, printing exam histories, or manual data entry after go-live.]

What doesn't migrate from DocuTrac

The following categories do not migrate at all. Plan to handle these manually after your migration is complete:

Patient occupation
All appointment details (provider, location, type, time, status, notes)
Insurance policy type
Allergies
Prescriptions (contact lens Rx and spectacle Rx)
Inventory, frames, and services
All exam data (every field, including documents)

If preserving any of this data is critical to your practice, contact your implementation team before your migration date.

Full migration reference

Patient Details

Field	Migrates
Patient Name	✅
Date of Birth	✅
Sex	✅
SSN	✅
Phone	✅
Email	✅
Address	✅
Occupation	❌
Notes	✅

Providers

Field	Migrates
Provider Name	✅
Provider Email	✅

Appointment Details

Field	Migrates
Provider	❌
Location	❌
Type	❌
Time	❌
Status	❌
Notes	❌

Insurance Details

Field	Migrates
Policy Type	❌
Insurance Company	✅
Insured Name	✅
Insured Address	✅
Insured Phone	✅
Insured Sex	✅
Insured Birthdate	✅
Relationship to Insured	✅
Member Number	✅
Subscriber Number	✅
Group Number	✅
Active Status	✅

Clinical Data

Field	Migrates
Allergies	❌
Contact Lens Rx	❌
Spectacle Rx	❌

Inventory

Field	Migrates
Inventory	❌
Frames Only	❌
Services	❌

Exams

Field	Migrates
Exams as PDF	❌
Chief Complaint	❌
HPI	❌
Review of Systems	❌
Family History	❌
Health History	❌
Medication History	❌
Social History	❌
Surgical History	❌
Refractions	❌
Visual Acuity	❌
Visual Fields	❌
IOP	❌
Cover Test	❌
Dilations	❌
EOM	❌
Keratometry	❌
Lensometry	❌
Pupil	❌
Anterior Segment	❌
Posterior Segment	❌
General Observation	❌
Tests	❌
Procedures	❌
Diagnosis	❌
Assessment and Plan	❌
Notes	❌
Documents	❌

Questions about your migration?

Reach out to your implementation team directly, or submit a support ticket.