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Barti Product Overview & Training Videos

Updated

Overview

This article is to walk you through how to use Barti. It goes through each feature of Barti with an overview as well as a video walkthrough. Each staff member should review this article prior to going live.

Documents

Barti Training Checklist Sheet - This sheet can be used to distribute to each staff member 

Contents

  1. Profile and Organizational Settings
  2. User Management
  3. Navigating the Home Screen
  4. Patient Profile
  5. Intake Form
  6. Scheduling an Appointment
  7. Online Booking 
  8. Barti Exam Overview
  9. Barti Billing
  10. Barti Messaging Center
  11. ePrescribe
  12. Optical Ordering
  13. Barti Claims Management
  14. Barti AI

 

 

Profile and Organizational Settings (back to top)

Once a user logs in, they should first navigate to their Account Profile to update their settings. This is where you can update your personal information, add your NPI and license, choose whether you need to be on the dropdown of staff members assigned to appointments, and add a provider signature on file (for ODs).

 

A practice admin will have access to the Organization Settings. The following can be accomplished in the Organization Settings

  1. Update Practice Name
  2. Add Tax ID and update Timezone
  3. Upload custom Logo
  4. Connect to your Vision Web Account
  5. Update your location information and add additional locations
    • The name of the location in the Organization Settings will be the name used in Appointment Reminders

Profile and Organizational Settings - Video Walkthrough

 

User Management

Barti allows you to create users for your staff members. This feature is available for all administrators. If you need administrative access, please have any current admins reach out to support@barti.com to request access.

User Management - Video Walkthrough (2 min)

 

Navigating the Home Screen(back to top)

The home page allows you to see your day at a glance. It will contain the following

  1. Appointments for today.
    • As a provider, you will be able to see all appointments assigned to you. 
    • As a staff member, you will be able to see all appointments
  2. Exams - Exams can be created or viewed directly from the homepage. Exams that are created from the home page will be linked to the appointment and can also be viewed from the appointment
  3. Notifications - Any notification that needs action taken will be shown
  4. Create New - You will be able to create a number of new items directly from the homeage

Navigating the Home Screen - Video Walkthrough (2 min)

Patient Profile (Back to top)

The patient profile is where you can find any information specific to the patient.

For more information, review Overview: Patient Profile

 

Patient Profile - Video Walkthrough (5 min)

 

Intake Form (Back to top)

The Intake form is located in the Patient section of Barti. This is the form that patients will need to complete prior to checking in.

 

Best Practices for the intake

  1. Since the intake is not automatically sent out, you will need to manually schedule it. This can be done by clicking on an appointment and clicking on the menu (3 dots) to go to 'More Options'. From there you will Add a Reminder and choose it for 1-3 days prior to the appointment. You will choose your 'Intake' template. If you do not have a template for your intake you can create it through your Communication Center
  2. If the patient has scheduled within 1-3 days, the intake can be sent instantly by navigating to the patient's profile -> Messages  and choosing the intake message template
  3. If the patient has not completed the intake pior to arrival
    • If the patient has their phone, you can text the intake to the patient
    • The practice can have an iPad available for the patient to fill out the intake
    • If the patient is unable to fill the intake digitally, the staff can verbally go through the intake with the patient
    • The staff can keep paper copies of the intake available for a patient to complete if it cannot be done digitally

Intake Form - Video Walkthrough (1 minute)

 

Scheduling an Appointment (Back to top)

This section will walk you through the flow of the calendar and how to schedule an appointment. For more details please refer to Overview: Appointments

 

Scheduling an Appointment - Video Walkthrough (6 min)

Creating a Recurring Block - Video Walkthrough (3 min)

 

 

Online Booking (Back to top)

Patients have the option to book an appointment directly through a practice website or through Google maps. They will be able to choose their location, appointment type, and provider preference. From there, they will need to add their Name, DOB, and phone number.

 

Once a patient requests an appointment, it will need to be approved by the staff. During the approval the staff can do the following

  1. Update the appointment type
  2. Update the date, time, and duration of the appointment
  3. Choose to send the confirmation text message
  4. Link the appointment to a patient
    • If the patient's first name, last name, and DOB exactly match a patient on record, Barti will automatically link the patient to the request
    • If the patient's name does not match, you will be able to search to link to an existing patient or create a new patient

Online Booking - Video Walkthrough (2 min)

 

Online Booking - Setting up your schedule Video Walkthrough (3 min)

Barti Exam Overview (Back to top)

This section will walk through the following

  1. How to create an exam
  2. Exam Functionality
  3. Creating an invoice from the Exam

Barti Exam Overview - Walkthrough Video (10 min)

Barti Billing (Back to top)

The Barti billing section is where you can do the following

  1. Add list pricing
  2. Add Inventory
  3. Creating invoices

Adding Services - Video Walkthrough (3 min)

Adding Inventory - Video Walkthrough (5 min)

 

Invoice - Creating an invoice from an optical order (2 min)

 

Invoices - Creating an invoice from an exam (3 min)

Invoices - Payment Posting (3 min)

 

Barti Messaging Center (Back to top)

The messaging center is where you can find all of your options for texting from your unread messages and scheduled messages, so your message templates. For more details please review Overview: Barti Communication Center

 

Barti Messaging Center - Video Walkthrough (3 min)

 

Automated Appointment Reminders - Video Walkthrough (3 min)

ePrescribe (Back to top)

ePrescribe allows you to send medical prescriptions directly to a pharmacy for patients to pick-up

 

ePrescribe - Video Walkthrough (1 min)

 

Optical Order (Back to top)

You can create an optical order for both your contacts as well as your glasses. 

Bart is currently integrated with the following vendors:

  • FAIT (Contacts)
  • Vision Web (Glasses)

Optical Order - Video Walkthrough (3 min)

Barti Claims Management (Back to top)

You can create a CMS 1500 form directly from Barti. Barti currently connects to Trizetto, a clearinghouse where you have the ability to submit claims directly to Barti.

Barti Claims Management - Video Walkthrough (3 min)

 

Barti AI

Barti AI makes it easier for you to run your business. Barti has AI Scribe which is an assistant to help complete the chart for your exam and AI Office Copilot (Coming Soon) which will be available to help schedule appointments with your patients. 

AI Scribe

Barti AI Scribe enables you to do the following

  1. Turn a conversation into a billable note in your Chief Complaint
  2. Transcribe 

AI Scribe - Video Walkthrough (2 min)

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