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Barti Updates - August 2026

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Written by Joe Gorup

Quick Recap of This Month's Product Updates

  • Reporting: Report Updates gives every report custom columns, more filters, and raw data export, and adds two new reports for Patient Recalls and Unbilled Procedures.

  • Insurance: Automated Medical Insurance Eligibility verifies coverage, copay, and deductible before each appointment, with a worklist that flags only the patients needing attention.

  • Claims: MIPS Value Pathway Claims Reporting applies quality codes automatically for Measure #141 and #226, helping your practice meet its 2026 reporting requirement.

  • AI: Quinn File Summary (AI File Summary) instantly summarizes uploaded files, so key details surface without a full read-through. Now available for every Copilot customer.

Live in Barti

Appointment Status color indicators

See each appointment's status at a glance with color-coded indicators everywhere appointments appear — across all schedule views (Week, Day, Month, Staff), the appointment schedule, and Today's Appointments on the home screen.


Phone Tree

Route incoming calls automatically with a customizable phone tree (ex. Press 1 to Schedule an Appointment) — direct patients to the right person or department without manual transfers. Learn more here.

Multiple VoIP Numbers

Use Multiple VoIP phone numbers in Barti that can be assigned to locations or used independently, keeping every patient interaction on the right line. Contact your Account Manager if you are interested in enabling this feature. Learn more here.




Call Recording

Record VoIP calls in Barti , with AI Summaries and Transcription for Copilot customers. Learn more here.

Quinn File Summary (Copilot Only)

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Get AI-generated summaries of uploaded files so you can review key details quickly without reading through the entire document. Learn more here.


Rolling Out


MIPS MVP Claims Reporting

Automatically apply quality code to claims for Measure #141 (POAG IOP) and Measure #226 (Tobacco Screening), helping small practices meet their 2026 MIPS MVP requirement. Learn more here.

Customizable Appointment Reminders

Now set up to four appointment reminders on your own timing, each with its own message and tailored by appointment type. Plus new automations to text back missed calls and request reviews after visits. Learn more here.

Automated Medical Insurance Eligibility

Automatically verify medical coverage, copay, and deductible before each appointment, with a worklist that flags only the patients needing attention so issues get resolved before check-in. Learn more here.

Report Updates


Every report just got smarter more data, more filters, custom columns, raw data export, and two brand-new reports, Recalls and Unbilled Procedures, for even deeper insight. Learn more here.
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Coming Soon

Quinn Patient Assistant: AI History is now Quinn Patient Assistant. Go beyond exam data with questions about insurance, orders, claims, appointments, and notes, all in one ongoing conversation.

Appointment First Available: Find the next open appointment across your entire practice instantly. Less searching, faster scheduling.

AI Receptionist: Use Quinn as your backup for phone calls to schedule appointments and free your team from a high volume of calls.

As always, please reach out with any questions or feedback on any of the above.

Thank you for your support of Barti.

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