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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.

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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 "Blue Cross Blue Shield of Indiana (00715)", an Upload File option with a Choose button, and a Create Invoice Payment List button. The Insurance Payments list is visible in the background showing multiple Needs Review and Completed payment groups.
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)

  1. Search for the patient by name.

  2. Select the invoice(s) to include in this payment group.

  3. Choose the appropriate insurance for each invoice.

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. [VERIFY: Is there a sync delay or manual step in TriZetto that triggers the group to appear in Barti?]

I need to delete a payment group.

Only manually created payment groups in Needs Review status can be deleted. Payment groups created automatically from TriZetto cannot be deleted.

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.

Video walkthrough

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

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