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Barti Billing - How do I manage invoices in Barti?

Invoices in Barti let you manage patient billing from one place — track charges, collect payments, post insurance, and manage claims. This article is a starting point; the links below cover each task in depth.

Written by Dan Healey

Who this is for: All Barti users who manage billing and invoices.


Overview

Invoices in Barti allow you to manage patient billing from one place. As a best practice, create invoices through the exam after procedure and diagnosis codes are complete. Once created, the system scans your service catalog for matching CPT codes so you can select which ones to bill.


Charges


Invoice status & refunds


Payments


Insurance

Need billing support? Barti's dedicated RCM team can post claims, maximize billing codes, and help ensure timely filing. If you're an active RCM client, email [email protected]. If you're not an RCM client — or aren't sure — email [email protected] and you'll be routed appropriately.


Notes & history


FAQ

Can I void an invoice after payment has been collected?

Yes. Use the kebab icon (⋮) at the top right of the invoice and select Void. This does not automatically reverse any payments already collected. See What do the invoice statuses in Barti mean? for the full picture on statuses.

What's the difference between a Discount and an Adjustment?

A Discount reduces the billed amount upfront. An Adjustment is typically applied after patient and insurance payments are collected, as a write-off for the remaining balance. See How do I apply a discount to an invoice in Barti? for details.

I still have questions about invoices or billing.

Email [email protected] and our team can help.


Related articles


Article type: Concept / Hub Product area: Billing / Invoices Audience: All users Last reviewed: [YYYY-MM-DD by Name] Alternate phrasings (for Fin matching): - Barti Billing - Invoices - How do I manage billing in Barti? - Invoice overview in Barti - Where do I manage patient invoices? - Barti invoicing guide - How does billing work in Barti? - Invoices and payments in Barti - Getting started with Barti billing -->

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