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