Client Set Up
Billing
Documentation
Valant Content
Scheduler
100

How do I add a new client?

click on New tab from homepage

100

What type of billing do I choose for sliding scale clients?

Accept stand alone payment.

100

How long do therapists have to turn in notes?

24 hours

100

What is listed on the Valant homepage?

Dashboard, To Do's , Today's Appointments and Documentation Status

100

Where do I go to schedule an appointment?

Scheduler, then calendar view

200

Where do I send client packets?

portal

200

What is the billing code for sliding scale client?

SP

200

What are the steps in providing Telehealth service?

check in client

start Telehealth call

mobile notes

accept payment

record visit

200

What color indicates unsigned documents?

Yellow

200

How do I show that I am out of the office in Valant?

click on the date, time and click on non-person contact.

300

Where can I find clients signed documentation?

I the client chart

300

What payment type do I use for cash paying clients?

stand alone payment

300

How do I edit the name, description or type of template?

click reference data/document templates

Click on the template to be edited

edit the settings as needed

click save

300

Where can I contact support within Valant?

Help, from navigation menu

300

What is the code for a client that reschedules and is not charged?

ECNF-early cancel no fee

LCNF-late cancel no fee

400

Where are the two places that I can send one tine measures to clients?

scheduler


patient chart


400

What are the rates for cash pay Vs. Insurance clients?

$140-$170 cash

$200-$225 Insurance

400

How do I delete a template?

reference data/document template

click on the Action button of the template to be deleted

click delete template

click yes when the warning message appears

400

What two Internet browsers does Valant support?

Google Chrome

Mozilla Firefox

400

What are the different options of Calendar View?

Day, Week, Work Week, Month, Timeline day and Agenda

500

Where do I go to reset the password of a client?

Click persons and institutions/patients

select client

click portal tab-manage account button-set password -generate new password

500

What is the one insurance company that I do not accept payment? 

BCBS

500

How do I create a new treatment plan?

Tools/Treatment plan tools/Treatment plan home screen 

enter first 3 letter of clients name in search box

click on the patients name

click new treatment plan

500

Where can I find items that require immediate attention? 

Click on Action items from the dashboard for a list of action items that require immediate attention. 

Ie. pending documentation 

appointment requests

500

Where can I view clients next appointment?

past/future appointments under appointments tab