Who this is for: All Barti users who receive insurance payments via virtual credit card.
Before you start, you'll need:
The virtual credit card number and payment amount from the insurance EOB
The patient invoice the payment applies to
Steps
Navigate to Insurance → Payments in the left sidebar.
Locate the payment group for the relevant EOB, or click Add Insurance Payment to create one manually.
Find the patient invoice and post the payment amount in the Insurance Amount Paid field.
Navigate to the patient's invoice and open Invoice Notes.
Add a note recording the virtual card number for reference — for example: "Claim paid by CC #XXXXXXXXXX."
What you'll see when it works
The payment is posted to the invoice and the balance updates accordingly. The virtual card number is saved in Invoice Notes for reconciliation purposes. The transaction will not appear in your Stripe bank statement — virtual card payments are processed separately outside of Stripe.
Troubleshooting
Should I enter the virtual card number as the payment method on the invoice?
No. Switching the payment type to credit card on the invoice does not provide a field to enter the card number, and posting it under the patient would incorrectly record it as a patient payment rather than an insurance payment. Use Invoice Notes to record the card number instead.
The virtual card payment isn't showing in my bank statement.
This is expected. Virtual card payments from insurance are processed outside of Stripe and will not appear as a Stripe transaction. Your practice will need to process the virtual card through your card terminal or payment processor to move the funds.
[VERIFY: Confirm whether Barti has any specific guidance on which terminal or processor to use for virtual card redemption, or whether this is entirely handled outside Barti.]