Who this is for: All Barti users who track outstanding insurance payments.
Before you start, you'll need:
A Barti account with access to Billing
Steps
Navigate to Billing → Reports.
Select Insurance Aging from the dropdown in the top-right corner.
Use the filter options to narrow results by Insurance Provider or Location.
Sort the report by clicking the arrow next to any amount column to sort ascending or descending.
To see which patients are associated with an insurance entry, click the + next to that entry.
To open a patient's profile and review their claims, click the patient's name.
To export the data, click Download CSV.
What you'll see when it works
The report shows outstanding balances owed by each insurance provider, categorized into four aging buckets:
Current — 30 days or less
31–60 days
61–90 days
Over 90 days
Troubleshooting
How do I make sure my data is accurate?
Double-check the filters applied before drawing conclusions. Filtering by a specific location or insurance provider can significantly change the totals shown.
How often should I review this report?
Schedule a recurring review — weekly or monthly depending on your claims volume — to stay on top of outstanding balances before they age further.
A patient's claim isn't showing up. What should I check?
Confirm the claim has been submitted and that the insurance provider is correctly assigned on the invoice. If the claim is submitted but not appearing, create a support ticket.