Who this is for: All Barti users who manage claims with secondary or supplemental insurance coverage.
Medicare crossover (auto-forwarded to secondary)
Some Medicare claims are automatically forwarded to a patient's secondary insurance. Before posting, check whether Medicare forwarded the claim:
In TriZetto, open the Medicare EOB.
Look for the Claim Status field just below the patient name.
If it reads "Processed Primary, Forward" — Medicare has automatically forwarded the claim to the secondary. No manual secondary filing is needed.
Post the Medicare payment normally through mass payments.
Leave the remaining balance as outstanding insurance responsibility — do not transfer it to the patient.
Add an internal note on the invoice: "Medicare forwarded to [Secondary Insurer]. Waiting on secondary payment."
When the secondary payment arrives, post it through mass payments to the same invoice.
Secondary not auto-forwarded
If Medicare did not forward the claim, or the patient has a non-Medicare primary insurance with a secondary:
Post the primary payment through mass payments.
Leave the remaining balance as outstanding insurance responsibility.
Open the invoice in Barti. Scroll to the bottom and click Create Another Claim.
Select the secondary insurance from the patient's profile.
Submit the secondary claim through the appropriate channel — TriZetto for commercial plans, or the vision portal for VSP.
Add an internal note: "Secondary claim [Insurer] submitted [date]."
When the secondary payment arrives, post it through mass payments.
Important: Do not transfer the remaining balance to patient responsibility before the secondary pays. If you do, an overpayment or credit will appear when the secondary payment posts.
Supplemental / Medigap payments (AARP and similar)
Supplemental plans pay the patient responsibility balance left after Medicare. These require special handling because Barti may auto-populate a contractual write-off that should not be there.
Confirm the supplemental EOB shows the exact outstanding balance being paid.
In the mass payment screen, check whether Barti has auto-populated a contractual write-off for the supplemental payment.
If the supplemental is paying the full outstanding balance — remove the auto-populated write-off before applying. Keeping it would create an overpayment or credit.
Only keep a write-off if the supplemental pays less than the full outstanding balance.
Apply the payment.
What you'll see when it works
After posting the secondary or supplemental payment, the invoice zeros out to the correct remaining balance. If there is still a balance after both insurances have paid, transfer it to patient responsibility at the invoice level.
Troubleshooting
The secondary payment created an overpayment or credit on the invoice.
This usually means a contractual write-off was applied before the secondary paid, or the patient responsibility was transferred prematurely. Open the invoice, review the adjustments, and delete any incorrect write-off. Contact rcm@barti.com if the invoice can't be reconciled.
I'm not sure whether Medicare forwarded the claim automatically.
Check the Claim Status field on the Medicare EOB in TriZetto — it appears just below the patient name. If it doesn't say "Processed Primary, Forward," the claim was not auto-forwarded and you'll need to file the secondary manually.
I need to assign the secondary filing to a colleague.
Use the Barti task system: go to Home → Add Task, assign it to the appropriate biller, and include the patient name and date of service in the task notes.