Quick Recap of This Month's Product Updates
Billing: Insurance Payments — Add Invoices in Bulk lets you add many invoices to a payment at once, and more flexible refunds lets you refund the full amount a patient paid even after their responsibility changes.
AI & Copilot: Quinn Patient Assistant answers questions across insurance, orders, claims, appointments, and notes in one ongoing conversation, well beyond exam data.
Scheduling: Find Next Available Appointment locates the next open slot across your entire practice, cutting the back-and-forth out of booking.
Patient Records: Patient Demographics Expansion captures middle name, prefix, suffix, credentials, race, and ethnicity, carrying them through to your claims.
Claims: Populate Referring Provider fills Box 17 from the exam provider automatically.
Live in Barti
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.
Find Next Available Appointment
Find the next open appointment across your entire practice instantly. Less searching, faster scheduling. Learn more here.
Patient Demographics Expansion
Capture a fuller patient record with new fields for middle name, prefix, suffix, credentials, race, and ethnicity — and carry them through to claims. 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.
Insurance Payments — Add Invoices in Bulk
Select and add many invoices to an insurance payment at once instead of adding them one at a time. 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.
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.
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. Learn more here.
Auto-populate Claims Referring Provider
Turn on “Populate Referring Provider” for any accepted insurance; the referring provider for your claims is automatically set to the exam provider. Learn more here.
Exam — View Intake & History Links
New links in exam sections let you quickly reference patient intakes or past clinical information. “View Intake” displays the section’s intake answers; “View History” shows you information like past IOP or past CL Rx without leaving the chart. Learn more here.
Coming Soon
Images via Machine Integration: Upload images captured on integrated devices straight into the exam, so diagnostic images live alongside the rest of the patient record.
VoIP Business Hours Routing: Route every call the way you want. Set business hours for each phone number, then decide where calls land during and after hours — a call group, phone tree, Quinn Receptionist, or voicemail.
Exam — Allergies & Medications (ePrescribe): Manage patient allergies and medications directly inside the exam, backed by the DoseSpot prescription database. The next phase after the View Intake and History links above.
Quinn 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.