PPS: Adding or Editing a New Provider
This article applies to the Private Practice Suite
Adding a new provider
- Log in to the Valant Suite EHR with an Admin License
- Click Persons and Institutions | Providers
- Click on New Provider in the upper right corner of the browser window. The EHR will navigate to the User Account tab
- Specify a username in the "Login Name" field.
- Click Save
- Click on the Provider tab
- Fill out the demographics (fields highlighted in yellow are mandatory)
- Click Save.
- Click on the User Account tab
- Click on Initiate Account Setup
- An Account Setup Warning will appear
- The user will need to be notified of their username
- 13. The Account Setup email will go to the email address that was specified
- 14. Click OK
The user will receive a Welcome email from Valant Account Setup (AcctSetup@valantmed.com). The user must click on the encrypted link within 72 or the link will expire. The user will have to set a password and three security questions.
Password requirements
- The password must be unique from the previous five passwords that have been create
- Passwords require a minimum of six characters
- Passwords require a minimum of one upper case character
- Passwords require a minimum of one lower case character
- Passwords require a minimum of one number or non-alphabetic character (Ex: ! @ # $ % ^ & * ?)
Editing a current provider
- Click Persons and Institutions | Providers
- Select a provider
- Edit the demographics as needed
- Click Save