How do I set up automatic insurance eligibility checks in Barti?
Quick answer: In Organization Settings → Integrations → Insurance Eligibility, choose how many days before an appointment Barti should auto-check eligibility (1–14 days, default 3). Barti then checks upcoming patients each night through TriZetto.
Who this is for: Barti administrators on Barti Premium or above, with the Insurance Eligibility feature enabled for your organization.
Before you start, you'll need:
Insurance Eligibility enabled for your organization — contact Barti Support if you don't see the Eligibility option under Insurance in the left navigation
A completed TriZetto account setup, with Eligibility selected under your EDI services
A payer ID on each insurance network you want checked — insurances without a payer ID cannot be checked
An NPI on each location (or on the location's billing provider) — checks for a location with no NPI will fail
Steps
Open Organization Settings and go to the Integrations tab.
Find the Insurance Eligibility card, labeled Auto-check insurance eligibility prior to scheduled appointments.
Under When to auto-check eligibility, select the number of days before the appointment you want Barti to check.
Choose from 1 to 14 days. The default is 3 days.
Three days gives your team a full business day to fix problems before the patient arrives.
Your choice saves automatically — a confirmation message reads Insurance eligibility setting saved.
What you'll see when it works
The days-ahead value you picked stays selected on the Insurance Eligibility card, and a green Insurance eligibility setting saved. message appears.
Starting with the next nightly run, Barti checks eligibility for patients with appointments from today through the number of days you selected. Results appear as status icons on the Home screen, the Schedule list, the patient's Insurance section, and the Insurance → Eligibility worklist.
Frequently asked questions
Which appointments does Barti check?
Every active appointment scheduled from today through your days-ahead setting. Barti skips:
Canceled, no-show, and other completed or closed appointments
Patients marked Self-Pay
Insurances marked Expired, or with no payer ID
Insurances already showing Verified or Ineligible — Barti only checks records that are Not Checked or in Error
Any patient and payer combination already checked successfully in the last 24 hours
How often is a patient checked?
Once per payer, per nightly run. If a patient has several appointments inside your days-ahead window, Barti sends one check and applies the result to that insurance record.
Why does the days-ahead range stop at 14?
A wider window spends checks on appointments far enough out that the patient's coverage may still change before the visit. A narrower one leaves your team too little time to fix problems.
Do I need to set anything else up?
No. Days-ahead is the only eligibility setting in Barti. Your TriZetto credentials are configured with Barti Support during onboarding.
If your organization has no TriZetto credentials on file, the nightly check is skipped for your organization entirely — silently, with no error message or notification anywhere in Barti. If eligibility checks never seem to run for your practice (insurances stay on "Not Checked" indefinitely even though they have a payer ID and an NPI on file), contact Barti Support to confirm your TriZetto credentials are set up correctly.
Can I change the setting later?
Yes. Change it at any time; the new window applies on the next nightly run.
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