Who this is for: All Barti users.
Before you start, you'll need:
Services and inventory set up in Barti (see How do I set up services and inventory in Barti?)
Recommended: A completed exam or optical order to invoice against.
Video walkthroughs
Invoice - Creating an invoice from an optical order (2 min)
Invoices - Creating an invoice from an exam (3 min)
Invoices - Payment Posting (3 min)
Create an invoice from an exam
Open the patient's exam.
Click Create Invoice at the top of the exam.
Choose the appropriate services based on the CPT codes added to the exam
Click Create Invoice.
Create an invoice from an optical order
Open the patient's optical order (*NOTE*, an Optical Order must be SAVED in order for invoice options to appear).
Click Invoice Options.
Choose to Create New Invoice or Add to Existing Invoice
Post a payment
Open the invoice.
Click + Patient Payment or + Insurance Payment
Choose the Payment Method.
For Patient Payments, click on the down carat in the Amount Paid field to choose what to pay per line item or do a partial payment.
Click Add Payment or Add Insurance Payment.
The invoice updates to reflect the payment and shows the remaining balance, if any.
What you'll see when it works
The invoice appears in the patient's record with a status of PENDING when first created. Once the balance is zeroed out with a payment, the status will automatically change to PAID. Payment history is visible on the invoice.
Troubleshooting
Can I edit an invoice after it's been created?
Yes! Almost anything on the invoice can be edited. You can do in line edits to Charges or you can click on the three dot menu and click Edit to edit a specific line item. Payments can also be edited. You can also make internal notes at the bottom of the invoice. If you click Get History at the very bottom of the invoice, you can see a history of all changes made to the invoice.
Can I create an invoice without linking it to an exam or order?
Technically, yes. Invoices MUST be tied to a patient, but it isn't required to link it to a specific exam - although it's highly recommended.
Where do I find a patient's invoice history?
Invoices are accessible from the patient's profile under the Invoices tab.