Who this is for: All Barti users who post insurance payments.
Why mass payments?
Always post insurance payments using mass payments, not invoice-by-invoice. Posting directly to individual invoices causes balance errors and makes reconciliation nearly impossible when multiple patients are on the same check. Mass payments keep all patients on one EOB grouped together and apply everything cleanly at once.
Before you start: match the EOB to the Barti payment
Medical payments from TriZetto appear in Barti automatically, but the EOB is not attached. Before posting, locate the matching EOB:
In Barti, go to Insurance → Payments and find the payment with Needs Review status. Note the reference or check number.
In TriZetto, go to Manage Payments → View Insurance Payments → Advanced Search. Search by check number. If it doesn't appear, try adjusting the date range by ±1 day — Barti sometimes shows the payment one day before TriZetto's official check date.
Open the EOB in TriZetto and keep it visible alongside Barti while posting.
For iMed payments: always pull the EOB from the iMed portal — not TriZetto. The TriZetto version of iMed EOBs does not show chargebacks, which will cause your math to be wrong.
For VSP payments: pull the EOB from the VSP portal.
Steps
1. Open mass payments
In Barti, go to Insurance → Payments and click Add Insurance Payment in the top right.
2. Select the payer
Select the insurance payer from the dropdown.
VSP note: VSP has no payer ID and will not appear in the autocomplete. Type "VSP" directly in the payer field — it will still post correctly.
3. Upload the EOB (optional but recommended)
Upload the EOB file to the payment record for future reference. This saves you from having to return to the portal to locate it later.
4. Click Create Invoice Payment List
5. Fill in the header fields
Complete these fields before adding any patients:
Field | Notes |
Payment Method | EFT or Check |
Check Date | Date shown on the EOB or check |
Reference Number | Check or EFT reference number |
Total Amount | Full dollar amount of the check — can be negative for chargebacks |
6. Add patients from the EOB
For each patient on the EOB:
Click Add Invoice to Group.
Search for the patient by name.
Select the correct date of service and insurance, then click Load.
Enter the payment and adjustment details for each line item. See the relevant posting articles for plan-specific instructions:
Repeat for every patient on the EOB.
7. Verify the total and apply
When all patients are entered, the running total at the bottom should match the check amount. If it doesn't — for example, because some patients were billed in your previous system — click Apply Payment anyway. Barti will warn you of the difference and allow you to proceed.
8. Mark as worked in TriZetto
After posting, check the Worked By box next to the payment in TriZetto. This tracks daily progress and lets colleagues know what has already been processed.
What you'll see when it works
The payment status in Barti changes from Needs Review to Complete. Each patient's invoice updates to reflect the payment and any adjustments applied.
Troubleshooting
A payment is showing Needs Review but I can't find the matching EOB in TriZetto.
There is typically a 24–48 hour delay between TriZetto receiving the EOB and it appearing in Barti. Also try adjusting the TriZetto date range by ±1 day. If the payment still doesn't appear after 48 hours, contact support@barti.com.
The total doesn't match the check amount after adding all patients.
This is expected when some patients on the check were billed in a previous system. Click Apply Payment and proceed — Barti handles the difference correctly. Keep a separate note of the variance for your records.
I need to transfer patient responsibility after posting.
Patient responsibility transfers must be done at the invoice level — they cannot be completed from mass payments. After posting, go to the individual invoice and transfer the balance there.