Quick Recap of This Month's Product Updates
- Workflow: Office Chat lets your staff communicate with teammates in real time without leaving Barti.
- Billing: Invoice Level Discount lets you apply a percentage discount to any invoice and Line Item Refunds lets staff issue refunds by CPT directly from the patient's invoice.
- Reporting: Lens Sales Report lets you view a breakdown of lens sales directly from the Reports section, making it easier to track optical performance across your practice.
Unlock More with an Upgrade
If you're on Pro or below, connect with your account manager to explore upgrade pricing and see what additional value you can unlock.
Live in Barti
Office Chat (Premium & Copilot)
Real-time messaging built directly into Barti, allowing staff to communicate with teammates without leaving the platform. Learn more here.
AI Plan Summary (Copilot Only)
Multiple User Notifications
Simultaneous alerts to multiple staff ensure no critical information is missed when accessing the same patient, keeping the entire team informed. Learn more here.
Blocked Numbers Management
Block unwanted numbers from calling your practice. Learn more here.
Pull Forward Diagnosis
Automatically carry forward past diagnoses, improving accuracy and reducing manual data entry. Learn more here.
Default Invoice Note
You can configure a Default Invoice Note that automatically populates on all new invoices saving users time. Learn more here.
Direct Scanning
Scan documents directly into a patient's profile without leaving Barti! Easily capture insurance cards, consent forms, IDs, and any other necessary documents right where you need them. Learn more here.
Invoice Level Discount

Users can now apply a percentage-based discount at the invoice level. Learn more here.
Vision Web Invoicing
Automate invoice creation for VisionWeb glasses orders, eliminating manual data entry and saving you valuable time. Learn more here.
Optical Order Notifications
Set up automatic optical order text messages (SMS) updates for your patients. Learn more here.
Compact Mode
Compact mode is designed to help you see more, scan faster, and manage your Exams and details with ease, even on the smallest screens. Learn more here.
Duplicate Glasses Order

Quickly create a new glasses order pre-filled with the same details as an original. Learn more here .
Lens Sales Report

View a detailed breakdown of lens sales directly from the Reports section, making it easy to track optical performance across your practice. Learn more here.
Rolling Out
Line Item Refund
Issue line-item refunds and instantly reconcile your reports, eliminating the manual double-entry workflow. Learn more here.
Quinn - AI Scribe 2.0 (Copilot Only)
![]()
We have updated our AI scribe so you can document most of your chart using your voice. Learn more here.
AI File Summary (Copilot Only)
Get AI-generated summaries of uploaded files so you can review key details quickly without reading through the entire document. Learn more here.
Coming Soon!
AI Receptionist (Copilot only): Use AI as your first line for phone calls to schedule appointments and free your team from a high volume of calls.
Multiple VOIP Numbers: Have multiple VOIP numbers in Barti that can be assigned to locations or used independently, keeping every patient interaction on the right line.