Who this is for: All Barti users who post insurance payments.
Why the warning appears
When a claim is submitted and the invoice is later changed — for example, a charge is added, removed, or adjusted — Barti flags the mismatch with an orange (!) warning on the payment. This is a signal to review before posting, not to post and fix later.
A common cause: a claim was denied and resubmitted. The original posting zeroed out the invoice. When the resubmitted claim comes back paid, there is nothing left to apply to — the old adjustment needs to be deleted and the invoice reset before the new payment can post correctly.
Steps
Do not apply the payment immediately.
Open the invoice associated with the payment.
Scroll through all line items and confirm the insurance responsibility fields are populated correctly.
If the insurance responsibility column shows blank:
Delete the payment entry from the mass payment.
Re-add the invoice to the mass payment to refresh it.
If an incorrect adjustment was applied from a prior posting:
Delete that adjustment.
Reset the insurance responsibility to the correct amount.
Return to the mass payment and apply the payment only after the invoice is clean.
What you'll see when it works
The (!) warning disappears once the invoice is clean and the payment applies correctly. The invoice zeros out to the expected balance with no unexpected credits or overpayments.
Troubleshooting
The insurance responsibility column is blank after I re-add the invoice.
Delete the payment entry, go to the invoice directly, and confirm the insurance responsibility column has a dollar amount greater than $0. If the entire charge is sitting in the patient responsibility column, update the split before returning to mass payments.
I deleted the old adjustment but the invoice still isn't balancing.
Check whether a prior payment was posted that already zeroed out the invoice. If so, the resubmitted claim may need to be applied as a new payment entry rather than correcting the existing one. Contact rcm@barti.com if the invoice can't be reconciled.