Quick Recap of This Month's Product Updates
Reporting: See your top campaign metrics from the dashboard and find specific customers without leaving the report.
Phone: Set up a call menu across your VOIP numbers so patients are automatically routed to the right person or department.
Scheduling: Customize how many appointment reminders go out and when, and track each visit's status at a glance with color indicators across your schedule.
Patient Communication: Send a post-appointment message with a review link to capture feedback while the visit's fresh, and follow up missed calls automatically with a text so no patient falls through the cracks.
Live in Barti
Marketing Campaigns Statistics
Marketing Campaign Statistics surfaces your most important reach metrics upfront and adds intuitive breakdowns for drilling into results or finding specific customers. Learn more here.
Patient Credits
Convert a patient's payment into reusable credit from the Refund workflow, then apply it to any future invoice for that patient or their family. Learn more here.
Line Item Refund
Issue line-item refunds and instantly reconcile your reports, eliminating the manual double-entry workflow. Learn more here.
Rolling Out
Phone Tree
Route incoming calls automatically with a customizable phone tree (ex. Press 1 to Schedule an Appointment) — direct patients to the right person or department without manual transfers. Learn more here.
Multiple VOIP Numbers
Use Multiple VOIP phone numbers in Barti that can be assigned to locations or used independently, keeping every patient interaction on the right line. Contact your Account Manager if you are interested in enabling this feature. Learn more here.
Call Recording
Record VoIP calls in Barti , with AI Summaries and Transcription for Co-Pilot customers. Learn more here.
MIPS MVP Claims Reporting
Automatically apply quality code to claims for Measure #141 (POAG IOP) and Measure #226 (Tobacco Screening), helping small practices meet their 2026 MIPS MVP requirement. Learn more here.
Customizable Appointment Reminders
Now set up to four appointment reminders on your own timing, each with its own message and tailored by appointment type. Plus new automations to text back missed calls and request reviews after visits. Learn more here.
Appointment Status color indicators
See each appointment's status at a glance with color-coded indicators everywhere appointments appear — across all schedule views (Week, Day, Month, Staff), the appointment schedule, and Today's Appointments on the home screen.
AI File Summary (Copilot Only)
Get AI-generated summaries of uploaded files so you can review key details quickly without reading through the entire document. Learn more here.
Coming Soon
Automated Insurance Eligibility : Automatically verify medical coverage, copay, and deductible before each appointment, with a worklist that flags only the patients needing attention so issues get resolved before check-in.
AI Receptionist: Use AI as your first line for phone calls to schedule appointments and free your team from a high volume of calls.
As always, please reach out with any questions or feedback on any of the above.
Thank you for your support of Barti.
Best,
The Barti Team