Who this is for: All Barti billing staff.
Known limitations and workarounds
Limitation | Workaround |
Cannot transfer patient responsibility from mass payments | Go to the individual invoice to update patient responsibility after posting. |
Cannot transfer balance to next responsible party from mass payments | Use invoice level for secondary/patient transfers. Add an internal note. |
EOB not attached to payment record in Barti | Upload the EOB manually when creating the mass payment, or retrieve it from the portal later. |
Retractions cannot be posted from mass payments | Post the retraction at the invoice level. Post the corrected payment through mass payments as normal. See How do I handle a retraction or reprocessed payment in Barti? |
No submission date filter on the claims report | Use the Created Date as a proxy. Manual tracking recommended for productivity reporting. |
No downloadable open claims report (Draft/Hold) | Filter claims by status manually in Insurance → Claims. |
No way to assign a claim to a specific biller | Use the task system to assign work manually — Home → Add Task. |
Auto-posting only handles medical/TriZetto payments; vision is manual | Continue manual mass payment posting for all vision plans (VSP, iMed, etc.). |
TriZetto SFTP password must be reset periodically (~every 90 days) | Set a calendar reminder to reset the password before it expires. An expired password causes all outbound claims to show Error status. See How do I reset my TriZetto SFTP password? |
No fee schedule displayed in Barti | Refer to insurance EOBs to determine patient responsibility at time of service. |
Only 2 claim submission attempts allowed per invoice | Use the second attempt carefully. Go to Insurance → Claims, click Create Claim in the top right, then search for the patient and select the invoice you want to attach the new claim to. This works from any invoice, regardless of how many claims already exist on it. |
No way to select between Group and Individual NPI on Service Facility Location or Billing Provider for a single location | Create a second location in Organization Settings with the individual NPI set as that location's NPI. Select that location as the Billing Provider or Service Facility on claims where the individual NPI needs to show, and keep your primary location on the Group NPI for everything else. Note: this can cause two locations with similar/matching names to show elsewhere in Barti (e.g. the inventory screen doesn't visually distinguish between them), so use a clear naming convention for the secondary location. |
In progress
Barti's RCM and product teams are actively working on billing and RCM upgrades, including improvements to auto-posting, reporting, and the mass payment workflow. This article will be updated as limitations are resolved.