Objective
This article outlines the steps to create, edit, and view patient-to-patient relationships within the Barti system.
Key Steps
1. Navigate to Patient Profile 0:18
Search for the patient's name in the "Patients" tab or in the global search.
2. Create a New Relationship 0:30
In the patient profile, scroll down to Relationships.
Click New Relationship.
Indicate the related patient by searching their name.
Indicate the relationship type (e.g., parent, sibling).
If selecting Other as a relationship type, enter the specific relationship in the free text option.
Click Create New Relationship.
3. View Relationship Details 1:20
Scroll to the bottom of the patient's profile to view the established relationships. The system will display the relationship directionally on the patient's profile.
4. Edit or Delete a Relationship 1:30
Click on the three dots next to the relationship entry.
Select Edit to change the relationship type or Delete to remove it.
5. Set Guarantor/Guarantee Relationship (Optional)
Under Relationships, click Add Guarantor.
The billing guarantor will be able to make payment on invoices on behalf of the guarantee.
6. Collecting Payment(s)
From the Guarantor's account, you will be able to collect payment across family member invoices.
Family Statement Printing — Known Behavior
When printing a family statement from the guarantor's record, keep the following in mind:
The patient name appears only once, in the address block at the top of the statement. Individual invoice lines do not repeat the patient name, so a combined family statement will not show which charges belong to which family member at a glance.
The "Mail To" name defaults to whichever patient has the oldest invoice number in the selection — not necessarily the guarantor. If a dependent has an older invoice than the guarantor, the statement will address to that dependent.
For a statement that clearly itemizes each patient's charges, print invoices from each patient's individual record rather than the combined guarantor view.