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How do I make an adjustment or write-off on an invoice in Barti?

Open the invoice, click Edit, enter the adjustment type and amount, and save. The adjustment and updated insurance responsibility will appear on the invoice immediately.

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Written by Dan Healey

Who this is for: All Barti Users

Before you start, you'll need:

  • The patient's invoice open in Barti

  • The adjustment type and amount to apply

Steps

There are two ways to add an adjustment in the Charges section of a patient's invoice.

Option 1: Inline edit

  1. Open the patient's invoice and locate the charge in the Charges section.

  2. Type the adjustment amount directly into the Adjustment field on the charge row. Barti automatically calculates the math and updates the Insurance Responsibility field accordingly.

Option 2: Edit window

  1. Open the patient's invoice and locate the charge in the Charges section.

  2. Click the three-dot menu to the right of the charge and select Edit.

  3. In the window that appears, click Add Adjustment.

  4. Enter the adjustment amount and a description.

  5. Click Save Changes.

What you'll see when it works

The adjustment appears on the invoice and the insurance responsibility reflects the updated amount.

Troubleshooting

I don't see an Edit button on the invoice.

Make sure you click on the three-dot menu to the right of the line item you wish to edit.

What adjustment types are available?

You can free type the adjustment listed on the EOB, you don't need to select from a pre-determined dropdown.

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