Basics
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User Preferences
Preferences to configure user specific settings can be found in the navigation me...
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Creating Bookmarks in Google Chrome
In order to easily access the login page users can create a bookmark in Google Ch...
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Calendar View
Calendar View provides a visual display of patient and non-patient appointments. ...
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Calendar View Options
This article applies to Valant IO The calendar offers several views to accommodat...
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Preset Views
Preset Views allow users to save calendar configurations to easily access differe...
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Appointment Details
Appointments can be added to the scheduler by double-clicking on an empty space o...
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Hardware Requirements
Internet Connection (All users - PC and MAC): Broadband (High-Speed) Internet con...
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Software Requirements
The Software Requirements for the Valant IO are as follows: PC Users: Operating S...
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Reference Data
Reference Data is used to add new entries into Valant Definitions Places of Serv...
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Action Items
The Action Items is a quick reference list of items that require attention. All A...
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How to use Easy Nav
The Easy Nav button will appear throughout the Valant EMR. It is used to quickly ...
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Create a New Patient
To quickly create a new patient in order to create an appointment, please do the ...
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Document Types Drop-Down
The "Document Type" drop-down menu, will search the Document Type column of the D...
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Export FAQ
What’s included in the data export? All Practice documents and clinical documents...
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Permissions for Staff
The Permissions for Staff Users are defined as follows: Accept Stand-Alone Paymen...
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HIPAA Compliance Statement
Valant is committed to the security of our products and technology, and to mainta...
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Manage Custom Fields and Tabs
Custom Fields Within Valant Private Practice Suite, it is possible to add custom ...
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How to Request Additions to Your Valant Subscription
If you are your organization’s point of contact with Valant and would like to mak...
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How to Contact Support
To contact technical support from within the EHR, click Help from the navigation ...
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Support Portal FAQ
Answers to the most common questions regarding the Support Portal. The Support Po...
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Recreating a User Account
On occasion, a user account will need to be recreated. This can be caused by an i...
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Error While Attempting to Send a Fax
If an error is encountered while attempting to send a fax, the issue will need to...
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Managing Valant User Accounts
Adding a new Valant user account To purchase additional licenses for the Valant E...
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Patient Types
Patient type can be attached to any patient that will enable practice to track va...
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Adding and Editing a Referring Physician to the Outside Providers
To add a referring physician to the outside providers: Click Persons and Institut...
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Accessing and Using the Lab Request Types
The Lab Request Types are used to add a lab request types or filter for a lab req...
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Scanning Documents
A properly configured scanner can make a large difference in costs throughout a c...
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License Types and Permissions in the Valant EHR
There are four license types that are available in the Valant EHR. Provider: used...
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Adding a New Facility
If a clinic has multiple locations, they can be managed on the Facilities screen....
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Adding a fax number to a lab request
To include a fax number on the lab request slip, please do the following: Click o...
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Adding a Guardian
To add a guardian to a patient's demographics: Click on Persons and Institutions ...
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List of Taxonomy Codes
The Taxonomy Code sent on an electronic claim is controlled by the "Specialty" dr...
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Adding a Patient Picture
The Overview tab of the Patient Chart allows for a picture of the patient to be d...
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Client Level Access to Guarantor Summaries
The following items are required in order to access Guarantor Summaries: The prac...
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Changing an Existing Diagnosis
To maintain the standardized DSM-5 list, users are not able to manage their own d...
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Adding a Diagnosis
Adding a diagnosis to the Diagnoses page: Open the desired patient chart and clic...
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What happens to the reminder if the appointment is changed?
For changes to be reflected on a reminder, they will need to be applied the day b...
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Keyboard Shortcuts
The following table outlines some of the basic terminology and functionality diff...
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Enabling the Valant Word Add-in in Word
Before following the instructions in this help article make sure you have consult...
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Using Litmos E-learning Courses in a Tablet
Valant’s educational courses are published using SCORM packages. SCORM is the mos...
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Clearing the DNS Cache
Clearing the DNS Cache on a Windows PC Click on the Start button Type "CMD" Press...
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Installing Adobe Acrobat Reader DC
The Adobe Acrobat Reader DC free plug-in is required on all devices that will be ...
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Installing the Valant Word Add-in on a PC
The Valant Word add-in enables PC users to digitally sign templated notes in the ...
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Training Solutions: E-learning, Live sessions, and Documentation
The training team strives to help you exceed your expectations in effectively uti...
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E-learning Litmos Platform FAQ
I need access to Litmos If you or one of your team members needs access to Litmos...
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E-learning Platform Technical Specifications
Valant's e-learning platform is powered by Litmos. Its hosting infrastructure is ...
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Training Cheat Sheets
These Training Guide Sheets are your perfect companion when you have already comp...
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Permissions for Providers
The Checkboxes in Permissions for Providers are defined as follows: Accept Stand-...
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Requesting Access to our E-learning Platform
If your organization is new to Valant please reach out to your implementation man...
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Clearing Cache and Cookies in Google Chrome
An important first step in troubleshooting any EHR or browser issues is to clear ...
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Persons & Institutions | Patients
From the navigation menu select Persons and Institutions | Patients to access the...
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Patient Demographics-Overview
To access the Demographic tab click Persons and Institutions | Patients. Select a...
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Calendar Auto-Refresh
The calendar will automatically refresh when specific changes are made to appoint...
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Calendar Zoom Slider
The Calendar Zoom Slider allows users to customize the view of the calendar. This...
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Provider Availability
The Availability feature allows providers to configure available hours based on ...
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Patient Chart Overview
This is an overview of the information contained in a patient chart. From the Das...
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Appointment Icons in the Scheduler
The red bar on the left hand side of a patient appointment in the calendar view i...
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Ensuring Valant Emails Arrive in Your Inbox
Please make sure all communications from Valant will arrive to you and all the em...
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Adding, Editing, Changing Diagnosis
Adding a diagnosis to the Diagnoses tab: Open the desired patient chart and click...
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Contacts on Patients Info
The Contacts of the Patients info is used to provide additional contact informati...
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Internet Browsers
Valant IO allows users to use the most recent versions of Google Chrome, Microsof...
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Document Download Location
This article applies to Valant IO When using Valant it is necessary to download ...
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Valant eFaxing FAQ
Already have a login? Click here to access the stand-alone efaxing login page. Ho...
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Sending Faxes from Valant IO
There are two places in Valant IO to send faxes from the EHR when integrated faxi...
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Firefox Clearing Cookies and Site Data
To clear Cookies and Site Data from Firefox version 75.0 or higher complete the f...
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The EHR Dashboard
The dashboard is the default page of the Valant EHR. It provides an overview of t...
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General Troubleshooting
There are a number of general troubleshooting steps that users can take to help r...
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How to Order eLabs
To order eLabs: Open the patient chart for the patient Click Lab Requests tab or ...
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Outlook Calendar Sync
Providers can sync their Valant calendars with 3rd party calendars like Microsoft...
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Pending Lab Requests
Overview The Pending Labs Request page will show all pending lab requests. This i...
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eLab Overview and FAQ
Valant's eLab integration allows providers to submit lab requests to external lab...
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Supported Formats
Valant EHR allows users to upload the following format types into the EHR: .doc ....
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Troubleshooting Patient Communications Delivery
Patient Communications seldom have issues being delivered to patients. This artic...
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Admin Access
The “Admin Access” permission gives users ability to control admin functionality ...
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eLabs Facilities
Users with Admin Access can configure lab facilities for eLabs. This will typical...
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Manage Custom Fields
Users with the Admin Access permission it is possible to add custom fields that w...
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Service Units vs Units
1 Unit = 1 Appointment Units provide a way of applying a multiple to a primary co...
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Service Units
Overview Service Units are a way to track productivity in Valant defined at the p...
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Patient Chart - Lab Requests
The Lab Requests page of the Patient Chart looks similar to the Pending Lab Reque...
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Patient Notifications
Patient Notifications can be attached to any patient that will pop-up on the scre...
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Add/Edit/View Authorizations
In order to attach an authorization for a patient follow these instructions: Clic...
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Patient Info-Overview
Overview definitions of the tabs in patient's information. Click Persons and Ins...
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Persons & Institutions | Providers
For users with the Admin Access permission the "Providers" page allows users to e...
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Facilities
For users with the Admin Access permission the "Facilities" page allows users to ...
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Persons & Institutions | Practice
For users with the Admin Access, the "Practice" page found under Persons & In...
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Unlock Locked Valant EHR User Accounts
Valant EHR Users Unlocking Own Account Users will now be notified when their acco...
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Clinical Decision Support (CDS) Configuration by Role
Users with "Admin Access" permission can access the "CDS Configuration by Role" p...
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System | Valant Access
Users with the "Admin Access" permission can select System | Valant Access. The "...
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Office Staff
For users with the Admin Access permission the "Office Staff" page allows users t...
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Password Valid Days and Expiration
In Valant users with the "Admin Access" permission can set how long a users passw...
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Release Notes
Valant is committed to continually building new features, creating a better user ...
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Deleting a Recurring Appointment Series
In order to delete a recurring appointment series complete the following steps: ...
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Manage Custom Tabs
The "Manage Custom Tabs" page is accessible by users with the Admin Access permis...
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Guarantors
Guarantors represent the person or party who is responsible for billing the patie...
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Valant COVID-19 Statement
Like many companies and communities across the nation, Valant is carefully monito...
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Record Appointments
The Record Appointments button allows users to finalize and closes out the appoin...
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Patients | Balances Tab
Practices with the Billing Module enabled will have access to the "Balances" tab ...
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Patient Selector
This article applies to Valant IO The most common way to access a patient chart f...
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Check In Patient
Practices have the option to check-n patients for their appointments from the sch...
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Subscription Packages
The chart below details what is included in each Valant Subscription Package. In ...
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Uninitialed Documents
This article applies to Valant IO The Uninitialed Documents page allows providers...
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Customer Addenda
Valant recently sent to all customers, an EchoSign request to sign three addenda ...
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Today's Appointments
This article applies to Valant IO The "Today's Appointments" section on the Valan...
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Google Calendar Sync
Providers can sync their Valant calendars with 3rd party calendars like Google Ca...
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Superusers
This article applies to Valant IO The term Superuser refers to users who have one...
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Valant Database
Valant often receives questions about how Valant stores our infromation and manag...
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Calendar Sync
Valant allows providers to export their Calendars to other 3rd party devices like...
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Top Workflows by Role
There are a number of roles and responsibilities that go into running a successfu...
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Outside Providers
Outside Providers in Valant to note are providers who are not Valant users. Typic...
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Practice Documents
The Practice Documents page can be accessed on the navigation menu by selecting D...
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Unsigned Documents
The Unsigned Documents Page displays all appointment documentation that has been ...
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User Name Locked Out
If a user name becomes locked after multiple failed login attempts, the Valant EH...
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Resetting a User Password
A user with "Admin" access can reset passwords in the EHR. Log in to the Valant E...
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Appointment Categories - Free/Busy Time
Users with the Practice permission can select Persons & Institutions | Practi...
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Availability Search
Availability Search allows a user to find open timeslots up to a 12 month period ...
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Valant Telehealth
Valant is excited to bring new Telehealth features to better support your practic...
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Choose-Your-Seats Telehealth: Assigning Provider Licenses
When you sign up for the Valant Choose-Your-Seats Telehealth Plan, you purchased ...
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Creating and Updating a Group
From the navigation menu, select Persons and Institutions | Groups to access the ...
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Time Zone Awareness Overview
Running a behavioral health practice across multiple time zones can be a challeng...
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Time Zone Awareness Configuration and Settings
The information in this article gives practices in-depth detail for the areas tim...
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Word Templated Notes Security Risk Error
Microsoft updated its security settings and some Valant customers who use Templat...
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Patient Communications Status Report
To view the status of a patient communication: Click on Reports | System Reports ...