Getting started with Barti

Who this is for: All Barti users preparing for go-live. Your implementation team will walk you through this during your kickoff call.

Download and distribute the Barti Training Checklist to each staff member so they can track their progress through training.

Update your personal information, add your NPI and license, and upload a provider signature. Admins can update practice name, tax ID, logo, and location settings in Organization Settings. → How do I set up my profile and organization settings in Barti?

Create and manage user accounts for your staff. Admin access required. → How do I manage users in Barti?

See your day at a glance — today's appointments, exams, notifications, and quick-create actions. → How do I use the Barti home screen?

Find and manage all information specific to a patient, including history, exams, and communications. → How do I use the patient profile in Barti?

Send digital intake forms to patients before their appointment, or complete them in-office at check-in. → How do I send and manage intake forms in Barti?

Create appointments, set up recurring blocks, and manage your calendar. → How do I schedule an appointment in Barti?

Allow patients to book appointments directly from your website or Google Maps. Review and approve requests from the Barti calendar. → How does online booking work in Barti?

Create and complete patient exams, including documentation and invoice creation directly from the exam. → How do I create and complete an exam in Barti?

Add services and inventory, create invoices from exams or optical orders, and post payments. → How do I set up services and inventory in Barti? → How do I create and process invoices in Barti?

Manage inbound and outbound texts, message templates, and automated appointment reminders. → How do I use the Barti Messaging Center?

Send medical prescriptions directly to a pharmacy on behalf of your patients. → How do I use ePrescribe in Barti?

Create contact lens and glasses orders. Barti integrates with FAIT (contacts) and VisionWeb (glasses). → How do I create an optical order in Barti?

Create CMS 1500 forms and submit claims directly to Trizetto clearinghouse. → How do I manage claims in Barti?

Use Barti's AI Scribe (Quinn) to turn a patient conversation into a billable note in your exam chart. → How do I use Quinn in Barti?

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