Barti

Go to Reports → Billing, open Unbilled Procedure Codes, and see finalized-exam procedure codes that haven't landed on a billed charge yet.

How do I run the Unbilled Procedure Codes Report in Barti?

Go to Reports → Optical Orders, open Lens Sales, and see eyeglass lens charges billed in the period, filtered by lens material, design, or add-on.

How do I run the Lens Sales Report in Barti?

Go to Reports → Optical Orders, open Glasses Frames Sales, and see frame charges billed in the period, broken out by brand, collection, and model.

How do I run the Glasses Frames Sales Report in Barti?

Go to Reports → Inventory, open Inventory History, and see every item added to or removed from stock, filtered by date, staff, or location.

How do I run the Inventory History Report in Barti?

Go to Reports → Optical Orders, open Contact Lens Sales, and see contact lens charges billed in the period, broken out by manufacturer and product.

How do I run the Contact Lens Sales Report in Barti?

Reports now live in their own Reports section in the left navigation — no longer under Billing. Open Reports, pick a group (Overview, Optical Orders, Billing, Inventory, Insurance), then choose…

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 Reports → Overview to open the Net Revenue Report, then 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 Reports → Insurance, open the Patient Aging Report tab, and choose Patient + Insurance, Patient Only, or Insurance Only to see outstanding balances grouped by how long they've…

How do I run the Patient Aging Report in Barti?

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

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

Go to Reports → Insurance, open the Insurance Aging Report tab, 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 Reports → Billing, open the Gross Production tab, 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 Gross Production Report in Barti?

Go to Reports → Billing, open the Charge Detail tab, choose a date range, and pick a grouping — Billing Code, Category, Patient, or CPT.

How do I run the Charge Detail Report in Barti?

Go to Reports → Billing, open the Payment Method / Day Sheet tab, and choose a date range to see cash collected broken down by payment type.

How do I run the Payment Method / Day Sheet Report in Barti?

Go to Reports → Billing, open the Payments by Staff tab, and filter by staff member, location, or date range to see payments received broken down by staff member.

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

Hover over any column header in a report, click the three-dot menu icon, then click Manage columns to toggle columns on or off.

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

Blank Manufacturer and Product fields in the Contact Lens Sales Report mean that information is missing from the contact lens inventory item itself. Update the inventory item to fix it.

Why is my Contact Lens Sales Report missing manufacturer or product information?

Joe Gorup

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