License Types and Permissions in the Valant Suite EHR

There are four license types that are available in the Valant Suite EHR.

  • Provider: used by providers to document sessions in a patient's chart
  • Staff: used to schedule patient appointments, take payment, check-in patients, etc.
  • Biller: this license type will allow the creation/editing of a charge, the sending of insurance claims, the creation of patient statements, and the creation of day sheets
  • Admin: administrative license used to add, edit, and reassign user licenses


Default License Settings

Permission Provider License Staff License
Appointments X X
Biller's Tools X X
Credit Card Credit X  
Delete Documents X  
Easy Billing X X
Edit Documents X  
Edit Other Schedules X  
Edit Patient Charts X  
Fee Schedules X  
Patient Clinical Charts X X
Persons and Institutions X  
Pre-payments X  
Record Appointments X  
Reference Data X  
Reports X X
Transaction Codes X  
Upload Documents X  
View Other Schedules X  
View Uninitialed Documents X  


Popular Options for Staff Licenses

Permission Staff License
Edit Documents X
Edit Other Schedules X
Edit Patient Charts  X
Persons and Institutions  X
Pre-payments  X
Record Appointments  X
Reference Data  X
Transaction Codes X
Upload Documents X
View Other Schedules X
View Uninitialed Documents X


Typical differences between a staff license and a provider license

  • Staff Members do not have their own calendar
  • Staff members do not have access to Mobile Notes
  • Staff members can only inactivate documents if the 'Delete Documents' permission is set for their login
  • Staff members cannot upload clinical notes directly into a patient's chart
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