License Types and Permissions in the Valant EHR
There are four license types that are available in the Valant EHR.
- Provider: used by providers to document sessions in a patient's chart
- Staff: used to schedule patient appointments, take payment, check-in patients, etc.
- Biller: this license type will allow the creation/editing of a charge, the sending of insurance claims, the creation of patient statements, and the creation of day sheets
- Admin: administrative license used to add, edit, and reassign user licenses
Default License Settings
Permission | Provider License | Staff License |
Appointments | X | X |
Biller's Tools | X | X |
Credit Card Credit | X | |
Delete Documents | X | |
Easy Billing | X | X |
Edit Documents | X | |
Edit Other Schedules | X | |
Edit Patient Charts | X | |
Fee Schedules | X | |
Patient Clinical Charts | X | X |
Persons and Institutions | X | |
Pre-payments | X | |
Record Appointments | X | |
Reference Data | X | |
Reports | X | X |
Transaction Codes | X | |
Upload Documents | X | |
View Other Schedules | X | |
View Uninitialed Documents | X |
Popular Options for Staff Licenses
Permission | Staff License |
Edit Documents | X |
Edit Other Schedules | X |
Edit Patient Charts | X |
Persons and Institutions | X |
Pre-payments | X |
Record Appointments | X |
Reference Data | X |
Transaction Codes | X |
Upload Documents | X |
View Other Schedules | X |
View Uninitialed Documents | X |
Typical differences between a staff license and a provider license
- Staff Members do not have their own calendar
- Staff members do not have access to Mobile Notes
- Staff members can only inactivate documents if the 'Delete Documents' permission is set for their login
- Staff members cannot upload clinical notes directly into a patient's chart