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How do I post insurance payments to multiple invoices in Barti?

Go to Insurance → Payments to access Mass Payment Posting. TriZetto claims create payment groups automatically, marked Needs Review. For non-TriZetto claims, click Add Insurance Payment to create a group manually.

Written by Dan Healey

Who this is for: All Barti Users

Before you start, you'll need:

  • The EOB (Explanation of Benefits) for the payment you're posting

  • The REF number from the EOB (manual workflow only)

Step 1: Open Insurance Payments

  1. In the left navigation bar, click Insurance.

  2. Select Payments.

Screenshot: Barti Insurance Payments page showing a list of payment groups with Needs Review and Completed status badges, payment dates, payment methods (EFT or CHECK), insurance names, reference numbers, and balances. The + Add Insurance Payment button is visible in the top-right corner.

Step 2: Open or create a payment group

If your claims were submitted through TriZetto: Payment groups are created automatically when they're ready for review. They appear in the list with a status of Needs Review — open the group to proceed to Step 4.

If your claims were not submitted through TriZetto: You'll need to create a payment group manually:

  1. Click + Add Insurance Payment.

  2. Enter the insurance provider's name.

  3. Optionally upload the EOB file for future reference.

  4. Specify the payment method.

  5. Enter the payment date.

  6. Enter the REF number.

Screenshot: Add Insurance Payments dialog box with the Insurance Provider field filled in as
Screenshot: Barti Add Insurance Payments page with a date picker open showing July 2025. The Payment Date field is empty and July 10 is highlighted on the calendar.

Step 3: Add invoices to the payment group (manual workflow only)

Click Add Invoice(s) in the top-right corner. How you add invoices depends on whether you want to pull a payer's open invoices as a batch or add one specific patient's invoice.

Option 1: Select from the payer's open invoices

  1. Click the main body of the Add Invoice(s) button. Barti lists every open invoice for this payment group's payer.

  2. Narrow the list using the date range filter, which defaults to the last 90 days, and the location filter. Click Clear to return both to their defaults.

  3. Check the box on each invoice you want to include. The count and combined Total update at the bottom as you select.

  4. Click Add Invoice(s).

Each row shows the invoice's status, number, date, patient, location, date of service, and balance due. Clicking an invoice number opens that invoice in a new tab.

Option 2: Add a single patient's invoice

  1. Click the arrow on the Add Invoice(s) button and select Add Invoice by Patient.

  2. Search for the patient by name.

  3. Select the invoice.

  4. Choose the appropriate insurance.

  5. Click Add Invoice to Group.

Screenshot: Add Invoice to Group dialog box with three fields — Select a Patient (search bar), Select an Invoice (dropdown), and Select Insurance (dropdown) — and an Add Invoice to Group button.

Step 4: Review charges and apply payments

  1. Review the charges and adjustments for each invoice in the group.

    • If submitted through TriZetto, these values are autopopulated.

    • If created manually, enter the adjustment and payment values for each line item.

  2. Add any additional adjustments as needed.

  3. Confirm the total amount entered matches the total on your EOB.

  4. Click Apply Payments to Invoices when you're ready to post.

Screenshot: Barti Add Insurance Payments page showing a payment group for Blue Cross Blue Shield of Indiana via EFT, REF number 123, payment date 07/10/2025. Two patient invoices are listed — Harry Potter (#1213) and Draco Malfoy (#1538) — with Insurance Responsibility amounts, Adj Amount fields, and Ins Amount Paid fields. The Apply Payments to Invoices button is visible at the bottom.

What you'll see when it works

Payments are posted to the invoices and patient balances are updated accordingly.

Troubleshooting

A TriZetto payment group isn't appearing.

Payment groups from TriZetto appear automatically when they're ready for review. If you're expecting a group that hasn't appeared, confirm the ERA has been received and processed in TriZetto.

I need to delete a payment group.

Use Delete Payment in the three-dot menu. It is available only on payment groups that have no EDI file attached, and only to users with permission to delete payments. Deleting a payment group cannot be undone.

The total I entered doesn't match my EOB.

Review each line item's adjustment and payment values before clicking Apply Payments to Invoices. Do not post until the totals match — corrections after posting are more difficult.

Some invoices in the list are greyed out and can't be selected.

A greyed-out invoice already belongs to another in-progress payment group for the same payer. Hover over the row to see which group holds it and when that group was created. Finish or delete that group first, or add the invoice from there instead.

The invoice list is empty and shows a message about the date range.

The date range must be under 366 days. Narrow it and the list reloads. Both a start and an end date are required — the list stays empty until both are filled in.

My selection count is higher than the number of rows I can see.

Selections are kept when you change filters, and the footer notes how many are not currently shown. Those invoices are still included when you click Add Invoice(s). Clear the filters to see all of them.

Video walkthrough

Need to see it in action? Watch the Mass Payment Posting walkthrough on Loom.

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