Overview

Organization Settings are meant for administrators to update practice settings. 

• General Settings
• Staff Login
• Location information
  • Location name
  • Address
  • Phone/Fax
  • Timezone
  • Local Sales Tax
  • Group NPI
  • FAIT integration (ECP Reference ID)
• Integrations
  • Stripe Account (Payment processing)
  • VoIP Phone Setup
  • E-Fax
  • Marketing Emails
  • Vision Web Account Connection
• Files and Data
  • Upload or Download PHI for the Barti support team

Who

• Owner/Admin, Office Manager

Video Overview

Guide to Organization Settings in BARTI

1. Accessing Organization Settings 0:00

• Log in as an administrator.

• Navigate to the home screen.

• Click on your initials in the top right corner to access organization settings.

2. General Settings 0:19

• Click on the 'General Settings' tab.

• Enter your federal tax ID (EIN) and primary contact information.

• Update local tax information.

• Use the 'Edit' button to:

  • Update your logo and icon (appears on printouts).

3. Managing Staff 1:10

• Click on the 'Staff' tab.

• Create new staff members and assign roles (Staff or Admin).

• For providers, enter their NPI and license number.

• Create a username and temporary password for new users.

• Communicate login details to users for initial access.

4. Editing Staff Profiles 1:36

• Edit staff profiles to:

  • Change roles.

  • Update primary location, address, and name.

• Disable staff members if necessary.

5. Location Settings 1:51

• Click on the 'Locations' tab.

• Add or edit location information:

  • Office name (used in patient reminders).

  • Address and local tax rate.

  • Time zone, office number, and fax number.

• Enter Group NPI if using TriZetto.

• Enter FATE ECP Reference ID for contact lens orders.

6. Integrations 3:00

• Click on the 'Integrations' tab.

• Set up your Stripe account for payment processing.

• Add phone numbers for BARTI VoIP and create new fax numbers if applicable.

• Define your subdomain (no spaces allowed).

• Activate marketing emails and VisionWeb account for glasses ordering.

7. Files and Data 4:12

• Click on the 'Files and Data' tab.

• Upload PHI files for troubleshooting.

• Notify BARTI support after uploading files.

8. Support and Help 4:47

• For questions, visit the Help Center at support.barti.com.

• Use the help chat within BARTI.

• Submit a support request for additional assistance.

Link to Loom

https://loom.com/share/221d1e26e2244f388dbcd1667ec37803