Who this is for: All Barti users who create and submit insurance claims.
Before you start, you'll need:
The visit invoice finalized with all charges, CPT codes, and diagnosis codes in place
Insurance responsibility column showing a dollar amount greater than $0
TriZetto credentials entered in Barti (medical claims only)
Provider NPI, signature, and Group NPI configured in settings
See What do I need to set up before submitting my first claim in Barti? if any of these aren't in place yet.
Steps
Step 1 — Open the invoice
From the patient profile → Invoices tab, or from Billing → Invoices, open the visit invoice.
Important: Do not create a claim until all charges for the visit are finalized. Changes to an invoice after a claim has been submitted trigger an orange exclamation point (!) warning when the payment arrives, requiring extra cleanup. See What does the exclamation point (!) warning mean on a payment in Barti?
Step 2 — Create the claim
The Create Insurance Claim button appears at the bottom of the invoice only when the insurance responsibility column contains a dollar amount greater than $0.
Click Create Insurance Claim.
Select the primary insurance from the patient's profile. Add secondary insurance if applicable.
Click Create Claim. The claim is created in Draft status — nothing has been submitted yet.
Step 3 — Review the claim fields
Click into the Draft claim to open it. Review and complete the following:
Field | What to check |
Billing Provider / Group NPI | Should auto-populate from location settings. Verify it is correct. |
Rendering Provider | Confirm the name and NPI of the provider who saw the patient. |
Referring Provider | Required for all diagnostic tests and imaging — even when the referring and rendering provider are the same person. Must be explicitly entered with the full NPI. |
Patient Information | Verify name, date of birth, insurance ID, and group number against the insurance card. |
Payer ID | Confirm the payer ID is correct. Wrong payer IDs are one of the most common rejection causes. Check the back of the insurance card. |
Procedures | Auto-populated from the invoice. Remove any procedure not covered by this specific payer. |
Diagnosis Codes | Verify ICD-10 codes are present and linked to the correct procedures. |
Modifiers | Add or confirm any required modifiers (e.g., post-op, bilateral, assistant surgeon). |
Provider Signature | Check this box so the provider's signature on file appears on the claim. |
Internal Notes | Optional. Not transmitted to the payer — for internal use only. |
Step 4 — Save and Hold
When all fields are correct, click Save and Hold. This moves the claim from Draft to Hold status and prepares it for submission.
Important: A claim in Draft status cannot be submitted. Save and Hold is required before the submission step.
Step 5 — Submit the claim
Claim type | How to submit |
Medical — via TriZetto | Open the held claim and click the blue Submit button (paper airplane icon). Status moves to Pending. |
Vision — VSP, iMed, portal payers | Click Finalize — do NOT click Submit, which routes to TriZetto only. Then log into the vision portal and file the claim there. See How do I submit a vision insurance claim in Barti? |
Paper claims (no payer ID) | Click Finalize, then use the three-dot menu → Download Claim with Background to produce a filled CMS-1500 form. Print and mail. |
Bulk submission | Go to Insurance → Claims, check multiple Hold-status claims, and click Submit Claims. Do not include vision or portal claims in a bulk submit. |
What you'll see when it works
After submitting a medical claim, the status changes to Pending in Insurance → Claims. TriZetto checks approximately every hour — the status will not update instantly. Vision claims stay in Finalized status until you manually update them after filing through the portal.
Troubleshooting
The Create Insurance Claim button isn't appearing on the invoice.
The button only appears when the insurance responsibility column contains a dollar amount greater than $0. If the entire charge is in the patient responsibility column, update the insurance/patient split on the invoice before creating the claim.
The claim was submitted but the status is still showing Draft or Hold.
For medical claims, confirm you clicked the blue Submit button after Save and Hold — these are two separate steps. For vision claims, Draft or Hold is expected until you finalize and file through the portal.
A rendering provider isn't auto-populating on the claim.
A provider must be selected while the claim is in Draft — the rendering provider does not populate automatically if it wasn't set before saving. Open the claim, add the rendering provider, and Save and Hold again.