Who this is for: All Barti users who post medical insurance payments (Medicare, commercial payers via TriZetto).
Before you start, you'll need:
The EOB located in TriZetto (Manage Payments → View Insurance Payments)
The mass payment record open in Barti
See How do I post an insurance payment in Barti? for setup steps.
How medical payments flow into Barti
The payer (Medicare, Anthem, United, etc.) processes the claim and generates an EOB.
EFT deposits into the practice bank account; the EOB data flows to TriZetto.
TriZetto pushes the payment data into Barti — typically within 24–48 hours. The date in Barti may appear 1 day before the official TriZetto check date.
The payment appears in Barti under Insurance → Payments with status Needs Review.
Steps
In Barti, go to Insurance → Payments and open the Needs Review payment.
In TriZetto, locate the matching EOB by check or reference number. Keep it visible alongside Barti while posting.
Verify the following match between Barti and the EOB:
Patient name
Date of service
CPT codes
Insurance paid amount
Contractual write-off
Patient responsibility
To check what a code means while you compare, hover over it in the Adj Code column or the Reason/Remark Codes: row at the bottom of each invoice.
For each line item, payment and adjustment amounts should auto-populate from TriZetto. Confirm they are correct.
If amounts match: click Apply Payments to Invoices. The status changes to Complete.
If a patient has a remaining balance after insurance: go to the invoice and transfer responsibility to the patient. This must be done at the invoice level — it cannot be done from mass payments.
If a secondary insurance is responsible for the remaining balance: leave it outstanding as insurance responsibility and add an internal note. See How do I post a secondary or supplemental insurance payment in Barti?
What you'll see when it works
The payment status changes from Needs Review to Complete. The invoice updates to reflect the payment, write-off, and any remaining patient or insurance balance.
Troubleshooting
I see an orange exclamation point (!) on a payment line.
The payer paid for a service the invoice no longer has — usually because the invoice was changed after the claim was submitted. That line is read-only and blocks the whole group from posting until you add the charge back to the invoice with the same code and modifiers. See What does the exclamation point (!) warning mean on a payment in Barti?
The auto-populated amounts don't match my EOB.
Do not apply the payment as-is. Manually correct the payment and adjustment amounts to match the EOB exactly before clicking Apply Payments to Invoices.
A payment is showing in TriZetto but not in Barti.
There is a 24–48 hour delay between TriZetto and Barti. Also try adjusting your TriZetto date search by ±1 day. If it still doesn't appear after 48 hours, contact [email protected].
The patient has a remaining balance after posting but I can't transfer it from mass payments.
Patient responsibility transfers must be done at the invoice level. After posting through mass payments, open the individual invoice and update the patient responsibility there.