Who this is for: All Barti billing staff.
Known limitations and workarounds
Limitation | Workaround |
Cannot transfer patient responsibility from mass payments | Go to the individual invoice to update patient responsibility after posting. |
Cannot transfer balance to next responsible party from mass payments | Use invoice level for secondary/patient transfers. Add an internal note. |
EOB not attached to payment record in Barti | Upload the EOB manually when creating the mass payment, or retrieve it from the portal later. |
Retractions cannot be posted from mass payments | Post the retraction at the invoice level. Post the corrected payment through mass payments as normal. See How do I handle a retraction or reprocessed payment in Barti? |
No submission date filter on the claims report | Use the Created Date as a proxy. Manual tracking recommended for productivity reporting. |
No downloadable open claims report (Draft/Hold) | Filter claims by status manually in Insurance → Claims. |
No way to assign a claim to a specific biller | Use the task system to assign work manually — Home → Add Task. |
Auto-posting only handles medical/TriZetto payments; vision is manual | Continue manual mass payment posting for all vision plans (VSP, iMed, etc.). |
TriZetto SFTP password must be reset periodically (~every 90 days) | Set a calendar reminder to reset the password before it expires. An expired password causes all outbound claims to show Error status. See How do I reset my TriZetto SFTP password? |
No fee schedule displayed in Barti | Refer to insurance EOBs to determine patient responsibility at time of service. |
Only 2 claim submission attempts allowed per invoice | Use the second attempt carefully. If both attempts are exhausted and a resubmission is needed, contact support@barti.com. |
In progress
Barti's RCM and product teams are actively working on billing and RCM upgrades, including improvements to auto-posting, reporting, and the mass payment workflow. This article will be updated as limitations are resolved.