Barti

Go to Billing → Reports and select a report type from the dropdown in the top-right corner of the page.

How do I access Barti's reports?

Barti's reports each track something different — charges billed, payments received, or outstanding balances — and filter on different date fields. Use this article when totals don't match across reports.

What does each Barti report measure?

Go to Billing → Reports, select Net Revenue from the dropdown, and optionally filter by location and date range to see a summary of collections, orders, appointments, and payment method…

How do I run the Net Revenue Report in Barti?

Go to Billing → Reports, select Patient Aging from the dropdown, and choose Patient + Insurance or Patient Only to see outstanding balances grouped by how long they've been owed.

How do I run the Patient Aging Report in Barti?

Go to Billing → Reports, run the Patient Aging Report filtered to Patient Only, find the patient, select their pending claims, and click Print Invoice.

How do I print or send a patient statement in Barti?

Go to Billing → Reports, select Insurance Aging from the dropdown, and review outstanding insurance balances grouped by how long they've been owed.

How do I run the Insurance Aging Report in Barti?

Go to Billing → Reports, select Production from the dropdown, and filter by staff member, location, or date range to see charges billed broken down by Revenue Type (Exams and…

How do I run the Production Report in Barti?

Go to Billing → Reports, select Standard from the dropdown, choose a date range, and pick a grouping — Billing Code (all charges) or Category (categorized charges only).

How do I run the Standard Report in Barti?

Go to Billing → Reports, select Payment Method from the dropdown, and choose a date range to see cash collected broken down by payment type.

How do I run the Payment Method Report in Barti?

Go to Billing → Reports, select Payment by Staff from the dropdown, and filter by staff member, location, and date range to see payments received broken down by who collected…

How do I run the Payment by Staff Report in Barti?

In a supported report, click the three-dot menu in the table header and select Manage Columns to toggle additional columns. Note that the Standard Report CSV exports only the columns…

How do I add or remove columns in a Barti report?

Dan Healey

Reports

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