Customize “Email subject”, “Email content”, “Robocall content”, “SMS content” by either typing # then the value (without spaces) to insert “Values from system”, or use the drag iconto move an item from “Values from system” to the text box(es).

Note: The character count for SMS messages references the actual value being pulled in from the system so modify the content accordingly.

The value names and locations in the Valant system are listed below.

Value From System: Location in the Valant System

Facility Address 1: Persons & Institutions, Facilities, select facility, Address 1 field  

Facility Address 2: Persons & Institutions, Facilities, select facility, Address 2 field  

Facility Name: Persons & Institutions, Facilities, select facility, Name field 

Facility Phone: Persons & Institutions, Facilities, select facility, Phone field 

Next Appointment Date: Top left Open Chart, Chart Overview, Upcoming Appointments (see date) 

Next Appointment Time: Top left Open Chart, Chart Overview, Upcoming Appointments (see time) 

Patient First Name: Persons & Institutions, Patients, select patient, First Name field  

Patient Portal URL: Persons & Institutions, Practice, Patient Portal, Portal URL 

Patient Preferred Name: Persons & Institutions, Patients, select patient, Preferred Name field  

Practice Address 1: Persons & Institutions, Practice, Address 1 field 

Practice Address 2: Persons & Institutions, Practice, Address 2 field 

Practice Name: Persons & Institutions, Practice, Name field 

Practice Phone: Persons & Institutions, Practice, Phone field 

Procedure Description: Transactions Codes, Procedures, Description field of Procedure  

Provider Address 1: Persons & Institutions, Provider, select provider, Provider tab, Address 1 field 

Provider Address 2: Persons & Institutions, Provider, select provider, Provider tab, Address 2 field 

Provider Display Name: Persons & Institutions, Provider, select provider, Provider tab, Display Name field 

Provider Phone: Persons & Institutions, Provider, select provider, Provider tab, Phone field 

Last 4 digits of Credit Card: Persons & Institutions, Patients, select patient, Balances tab, Card Manager displays last 4 of Credit Card 

Insurance Expiration Date: Persons & Institutions, Patients, select patient, Insurance tab, select insurance, expiration date in end field

Member ID Number: Persons & Institutions, Patients, select patient, Insurance tab, select insurance, ID number field