Who this is for: All Barti Users
Before you start, you'll need:
The patient's invoice open in Barti
The adjustment type and amount to apply
Steps
There are two ways to add an adjustment in the Charges section of a patient's invoice.
Option 1: Inline edit
Open the patient's invoice and locate the charge in the Charges section.
Type the adjustment amount directly into the Adjustment field on the charge row. Barti automatically calculates the math and updates the Insurance Responsibility field accordingly.
Option 2: Edit window
Open the patient's invoice and locate the charge in the Charges section.
Click the three-dot menu to the right of the charge and select Edit.
In the window that appears, click Add Adjustment.
Enter the adjustment amount and a description.
Click Save Changes.
Deleting a charge instead of adjusting it
Open the patient's invoice and locate the charge in the Charges section.
Click the three-dot menu to the right of the charge and select Delete.
If the invoice is linked to a claim, Barti asks you to confirm. Review the claim before continuing — deleting the charge does not update the claim that was already submitted.
A charge cannot be deleted while unrefunded patient payments are applied to it. Refund the patient payment first, then delete the charge. Insurance payments on a charge do not prevent deletion.
What you'll see when it works
The adjustment appears on the invoice and the insurance responsibility reflects the updated amount.
Troubleshooting
I don't see an Edit button on the invoice.
Make sure you click on the three-dot menu to the right of the line item you wish to edit.
What adjustment types are available?
You can free type the adjustment listed on the EOB, you don't need to select from a pre-determined dropdown.
Why can't I delete this charge?
The charge still has patient money applied to it that has not been refunded. Refund the patient payment in full, then delete the charge. Insurance payments never block deletion.
I posted the wrong adjustment on a line item. How do I remove it?
Open the patient's invoice.
Find the line item with the incorrect adjustment.
Click the three-dot menu next to the line item and select Edit.
Next to Adjustment Reference, click the trash can icon to delete the adjustment.
Update Patient Responsibility back to the original charge amount.
Click Save.
Note: This removes the adjustment itself, not the payment. If you also need to correct the payment amount, edit that separately from the invoice's payment history.