PPS: Change Patient Insurance Company

This article applies to the Private Practice Suite

The insurance company for a patient can be changed by following these steps:

  1. Click on Persons and Institutions | Patients
  2. Select a patient from the list
  3. Click on Insurance 1 drop-down and pick the new insurance company


  1. Once a new insurance company is selected, Click SAVE.
  2. Pop-up box will show outstanding charges
  3. Select individual and/or multiple charges for this new insurance company to be applied to


  1. Click on OK

The Valant system will now apply all future charges to the new insurance and maintain previous insurance to past charges 

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