Who this is for: Any practice migrating from Opto to Barti. Your implementation team will complete the migration — this article helps you know what to expect and what to plan for.
Important: A significant number of fields do not migrate from Opto due to limitations in how Opto exports data.
What doesn't migrate from Opto
The following categories do not migrate at all. Plan to handle these manually after your migration is complete:
All appointment details (provider, location, type, time, status, notes)
All clinical exam data (refractions, visual acuity, IOP, diagnoses, documents, and all others)
Prescriptions (contact lens Rx and spectacle Rx)
Allergies
Inventory and frames
Services
Most insurance details (only company name, insured name, member number, and active status migrate)
If preserving any of this data is critical to your practice, contact your implementation team before your migration date. [VERIFY: Add specific guidance on what practices can do to retain non-migrating data from Opto — e.g., export to PDF, print records, manual data entry process.]
Full migration reference
Patient Details
Field | Migrates |
Patient Name | ✅ |
Date of Birth | ✅ |
Sex | ✅ |
SSN | ✅ |
Phone | ✅ |
❌ | |
Address | ✅ |
Occupation | ❌ |
Notes | ✅ |
Providers
Field | Migrates |
Provider Name | ✅ |
Provider Email | ❌ |
Appointment Details
Field | Migrates |
Provider | ❌ |
Location | ❌ |
Type | ❌ |
Time | ❌ |
Status | ❌ |
Notes | ❌ |
Insurance Details
Field | Migrates |
Policy Type | ❌ |
Insurance Company | ✅ |
Insured Name | ✅ |
Insured Address | ❌ |
Insured Phone | ❌ |
Insured Sex | ❌ |
Insured Birthdate | ❌ |
Relationship to Insured | ❌ |
Member Number | ✅ |
Subscriber Number | ❌ |
Group Number | ❌ |
Active Status | ✅ |
Clinical Data
Field | Migrates |
Allergies | ❌ |
Contact Lens Rx | ❌ |
Spectacle Rx | ❌ |
Inventory
Field | Migrates |
Inventory | ❌ |
Frames Only | ❌ |
Services | ❌ |
Exams
Field | Migrates |
Exams as PDF | ❌ |
Chief Complaint | ❌ |
HPI | ❌ |
Review of Systems | ❌ |
Family History | ❌ |
Health History | ❌ |
Medication History | ❌ |
Social History | ❌ |
Surgical History | ❌ |
Refractions | ❌ |
Visual Acuity | ❌ |
Visual Fields | ❌ |
IOP | ❌ |
Cover Test | ❌ |
Dilations | ❌ |
EOM | ❌ |
Keratometry | ❌ |
Lensometry | ❌ |
Pupil | ❌ |
Anterior Segment | ❌ |
Posterior Segment | ❌ |
General Observation | ❌ |
Tests | ❌ |
Procedures | ❌ |
Diagnosis | ❌ |
Assessment and Plan | ❌ |
Notes | ❌ |
Documents | ❌ |
Questions about your migration?
Reach out to your implementation team directly, or submit a support ticket.