Client Set Up
How do I add a new client?
click on New tab from homepage
What type of billing do I choose for sliding scale clients?
Accept stand alone payment.
How long do therapists have to turn in notes?
24 hours
What is listed on the Valant homepage?
Dashboard, To Do's , Today's Appointments and Documentation Status
Where do I go to schedule an appointment?
Scheduler, then calendar view
Where do I send client packets?
portal
What is the billing code for sliding scale client?
SP
What are the steps in providing Telehealth service?
check in client
start Telehealth call
mobile notes
accept payment
record visit
What color indicates unsigned documents?
Yellow
How do I show that I am out of the office in Valant?
click on the date, time and click on non-person contact.
Where can I find clients signed documentation?
I the client chart
What payment type do I use for cash paying clients?
stand alone payment
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
Where can I contact support within Valant?
Help, from navigation menu
What is the code for a client that reschedules and is not charged?
ECNF-early cancel no fee
LCNF-late cancel no fee
Where are the two places that I can send one tine measures to clients?
patient chart
What are the rates for cash pay Vs. Insurance clients?
$140-$170 cash
$200-$225 Insurance
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
What two Internet browsers does Valant support?
Google Chrome
Mozilla Firefox
What are the different options of Calendar View?
Day, Week, Work Week, Month, Timeline day and Agenda
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
What is the one insurance company that I do not accept payment?
BCBS
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
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
Where can I view clients next appointment?
past/future appointments under appointments tab