Barti

How do I mark a patient's insurance as expired, and where does it show?

How do I deactivate a patient?You can deactivate a patient by navigating to their account and clicking on the menu to deactivate.  Will th...

Can I deactivate a patient?

OverviewThis article outlines the standardized process for manually merging patient records. The goal is to ensure that all relevant data ...

Manual Patient Merge

Overview
This article will explore the areas of the patient profile. It will review the following:

How to create a patient
How to search ...

Overview: Patient Profile

In this article, you will learn how to use Barti's digital patient intake form, including how to send it to patients before their appointm...

Overview: Patient Intake

In this article, you will learn how to scan documents directly into a patient's chart from Barti. Use it to scan insurance cards, consent ...

Direct Scanning to Patient Profile

ObjectiveThis article outlines the steps to create, edit, and view patient-to-patient relationships within the Barti system. Key Steps1. N...

Creating and Managing Patient Relationships in Barti (Family Billing)

Access Patient Profile

Navigate to the desired patient profile.
Locate the Insurance section within the patient profile.
Choose to either...

Adding Notes on Patient Insurance Records

In this article, you will learn how to enable and manage the Barti Patient Portal for your patients, including how patients access their p...

Barti Patient Portal

Dan Healey

Joe Gorup

Patient list, Intake Forms, and Patient Profile

Patients

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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