Who this is for: Barti administrators.
Before you start, you'll need:
Admin access to Barti
Your TriZetto Site ID
Your TriZetto SFTP password (provided by your TriZetto implementation representative)
Note: Your SFTP password is different from the password you use to log into the TriZetto dashboard. If you don't have it, contact your TriZetto implementation rep.
Steps
Click your initials in the top-right corner of Barti.
Go to Organization Settings → Integrations.
Scroll down to Claims and Insurance Eligibility and click Connect Account.
Enter your four-character Site ID and your SFTP password.
Click Save.
What you'll see when it works
Your TriZetto account is linked to Barti and claims can be submitted electronically through the TriZetto clearinghouse.
Troubleshooting
I don't see the Enter Trizetto Account option.
The Connect Account option under Organization Settings → Integrations is only visible to Barti admin users. If you don't see it, ask your account administrator to complete this step.
I have an existing TriZetto account but was previously using a different practice management system.
TriZetto will need to update your Site ID to reflect the change to Barti. Reach out to the Barti team for help coordinating this before linking your account.
I don't know my SFTP password.
Your SFTP password is typically provided by your TriZetto implementation representative. If you can't locate it, contact TriZetto directly or see How do I reset my TriZetto SFTP password? once your account is set up.
