Who this is for: All Barti users.
Patient Profile - Video Walkthrough (5 min)
What's in the patient profile
Each patient profile has the same general look and feel. It's the hub for everything related to a patient, including:
Personal information — demographics, contact details, date of birth
Notes — standard, warning, urgent notes, all for internal use
Appointments — upcoming and past appointments
Exams — exam history and the ability to open or create exams
Messages — patient communications, including the ability to send intake forms and message templates
Optical Orders — optical orders (contacts and glasses)
Invoices — generated from visits and/or optical orders
Claims — created from invoices, includes current status
Prescriptions — history of medical prescriptions entered using e-prescribe
Files — scan or upload any important files and documents
Forms — history of Intake Form submissions
Letters — generated from finalized exams, includes referrals, consults, school/work notes, etc.
How to find a patient
Universal Search Bar - At the top of nearly every page of Barti is our Universal Search bar. Or click Patients in the left side menu to access the Patient Search page.
Search by the patient's name, date of birth, phone number, or MRN.
Click the patient's name in the results to open their profile.
Common tasks from the patient profile
Send an intake form
Navigate to the Messages tab and select the intake message template. See How do I send and manage intake forms in Barti? for full details.
Create or view an exam
Navigate to the Exams tab to view a history of previous exams and visits. Or click the big blue New Exam button to start a new chart!
Create an appointment
Click the Appointment button in the top right hand corner of the profile.