Who this is for: All Barti users who post insurance payments.

Before you start, you'll need:

You can technically add an insurance payment directly on an individual invoice, but it isn't recommended — even when you're only posting for a single patient. Adjustments from the insurance provider, which are extremely common on insurance payments, aren't handled properly when posted directly to an invoice. Posting through Insurance → Payments instead ensures adjustments are applied correctly.

Insurance → Payments groups payments by EOB, so when multiple patients are on the same check, it keeps them together and applies everything cleanly at once — but a payment group can hold just one patient's invoice just as easily.

This matching step applies to payments TriZetto posts automatically. For VSP and other claims TriZetto can't clear, skip ahead to Step 1 below — you'll create the payment from scratch instead of matching an existing one.

Medical payments from TriZetto appear in Barti automatically, but the EOB isn't attached. Before posting, locate the matching EOB:

In the left navigation bar, click Insurance, then Payments.

If the claim was submitted through TriZetto: a payment group is created automatically, with invoices already added via our TriZetto integration. It appears with a status of Needs Review. Open it and skip ahead to Step 4 — there's no need to add invoices yourself.

If the claim was not submitted through TriZetto (for example, VSP): create a group manually.

(Manual payments only — skip this step for TriZetto payments, since invoices are already added.)

The + Add Invoice(s) button in the top right has two ways to add invoices, depending on whether you want to add several at once or search for one patient at a time.

To add multiple invoices at once, click the main body of + Add Invoice(s):

To add one patient's invoice at a time, click the down caret next to + Add Invoice(s) and select Add Invoice by Patient:

Both paths land in the same payment group.

Review the charges and adjustments for each invoice in the group. The service-line column headers stay pinned as you scroll, so Outstanding Ins Resp, Adj Code, Adj Amount, and Ins Amount Paid stay labeled down the whole group.

Confirm the running total at the bottom matches the Payment Amount from your EOB.
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Click Apply Payments to Invoices.

If the total doesn't match the check amount — for example, because some patients were billed in a previous system — Barti shows an Amount Mismatch dialog: "The payment amount $X does not match the total amount entered $Y. Do you want to proceed anyway?" Click Proceed to post as entered, or Cancel to go back and correct the amounts.

After posting, check the Worked By box next to the payment in TriZetto. This tracks daily progress and lets colleagues know what's already been processed.

Posting the payment does not update the claim's status automatically for claims TriZetto can't clear electronically. Open the claim and click Finalize Claim (next to Submit Claim, top right of the claim) to mark it Paid. See What do claim statuses mean in Barti?.

The payment status in Barti changes from Needs Review to Complete. Each patient's invoice updates to reflect the payment and any adjustments applied.

Open the completed payment from Insurance → Payments to see the Posted Payments page. The History section at the bottom shows when the payment was applied and by whom, for example: 10/02/2026 - 02:49 PM - Insurance payment applied by J. Rivera.

Technically yes, but it isn't recommended — even for a single patient. Adjustments from the insurance provider, which are common on most insurance payments, aren't handled properly when posted directly to an invoice. Use Insurance → Payments instead.

There's typically a 24–48 hour delay between TriZetto receiving the EOB and it appearing in Barti. Also try adjusting the TriZetto date range by ±1 day. If the payment still doesn't appear after 48 hours, email [email protected].

Hover over the code. An adjustment code such as CO-45 in the Adj Code column shows both parts of its meaning: the group (for example, Contractual Obligations) and the reason. Remark codes such as MA01 appear in the Reason/Remark Codes: row at the bottom of each invoice, and hovering shows the payer's remark description. Descriptions come from the published industry code lists.

Barti doesn't have a description on file for that code, so it shows as the code only. Check the payer's EOB for its meaning. A code you type in yourself shows its description once your changes save. A missing description never stops you from applying the payment.

The payer paid for a service the invoice no longer has, so there's no charge for that money to post against. The line is read-only and blocks the whole group — clicking Apply Payments to Invoices shows "No matching invoice charge — payments cannot be applied. Please update the invoice to match the claim." and nothing posts. Add the charge back to the invoice using the same code and modifiers, then reload the payment group. See What does the exclamation point (!) warning mean on a payment in Barti?

This is expected when some patients on the check were billed in a previous system. Click Apply Payments to Invoices and proceed when the Amount Mismatch dialog appears — Barti handles the difference correctly. Keep a separate note of the variance for your records. Don't proceed, though, until you're confident the difference is actually expected; corrections after posting are more difficult.

Go to Insurance → Payments and open the completed payment. The History section at the bottom of the Posted Payments page lists the date, time, and staff member who applied it. Only applying a payment is recorded. Payments applied before October 7, 2026 have no history entry.

Patient responsibility transfers must be done at the invoice level — they can't be completed from mass payments. After posting, go to the individual invoice and transfer the balance there.

Claims TriZetto can't clear electronically, like VSP, don't update automatically the way TriZetto-posted claims do. After posting the payment, open the claim and click Finalize Claim to update its status. See What do claim statuses mean in Barti?

That invoice already belongs to another in-progress payment group, so it can't be added twice. Hover over the row to see which payer's payment is holding it and when that payment was created. Finish or remove the invoice from that payment first.

The bulk invoice picker is enabled per practice. If your payment shows Add Invoice to Group instead, add each patient individually — the result is the same. Email [email protected] to ask about enabling it.

The list only shows invoices with an outstanding balance for this payment's payer, within the selected date range and locations. Widen the date range or clear the location filter. If it's still empty, "No open invoices match the selected filters" means there's nothing outstanding for that payer in that window.

Use Delete Payment in the three-dot menu. It's only available on payment groups with no EDI file attached, and only to users with permission to delete payments. Deleting a payment group can't be undone.

Article type: How-to Product area: Billing / Insurance Payments Audience: All users Last reviewed: 2026-10-05 Alternate phrasings (for Fin matching): - How do I post insurance payments to multiple invoices in Barti? - How do I apply an insurance payment to an invoice in Barti? - Mass Payment Posting in Barti - How do I post an EOB in Barti? - Add Insurance Payment button - Why can't I post an insurance payment directly on an invoice? - Post a group of insurance payments - Needs Review insurance payment - What does a CARC code mean in Barti? - What is a remark code (RARC) on an insurance payment? - Who posted this insurance payment?