PPS and IO: Managing Valant Suite User Accounts
This article applies to the Private Practice Suite
Adding a new Valant user account
To purchase additional licenses for the Valant Suite EHR, please create a request on our subscription portal or dial (888) 774-0532 Option 2. We require that financial decision makers such as practice owners make requests for additional user licenses. Practice owners, practice champions, and Valant users with administration privileges can add additional staff or provider accounts within the Valant EHR, if there are licenses available to distribute.
Sending account setup emails
Account setup emails allow users to set up their password and security questions and answers, as well as activating an account (new users).
Sending an account setup email to a new user activates their account for use, allowing them to set up their password.
We require that practice owners, practice champions, or Valant users with Administration privileges make the request for the initial account setup email to be sent to a new user. Any user with a Valant account can request a new copy be sent in cases where the account setup email was not received, or the 72 hour window has passed.
Resetting an account
Sending an account setup email to an existing user allows the user to reset their password as well as their security questions and answers.
Users themselves can request an account setup email.
Valant users with Admin Privileges can have an account setup email sent to another Valant user.
Unlocking a Valant user account
If a username becomes locked after multiple failed login attempts, the Valant Suite EHR will automatically unlock the username after approximately sixty (60) minutes. If additional assistance is needed, the user that is locked out of their Valant account must contact Support for assistance with unlocking their account.
How to Contact Support
Valant users with administration privileges can unlock other Valant user accounts. We cannot assist another staff member to access the system with someone's credentials other than their own. If the user is no longer with the clinic, their account needs to be disabled and a new account created for their replacement. Attempting to transfer the user account to another user will show incorrect activities by the original user in the audit log.
Resetting a Valant user password
For security reasons, the Valant Support team is unable to look up or recover a user's password. Resetting a password in the Valant Suite EHR is quick, easy, and automated. Valant users with administration privileges can have a password reset email sent to another Valant user.
We require a unique, personal email account for Valant user accounts. For this reason, we do not allow generic, shared email accounts to be associated with a Valant user accounts. If the user is no longer with the clinic, their account needs to be disabled and a new account created for their replacement.
Changing the permissions on a Valant user account
We require that financial decision makers such as practice owners make the requests or provide Valant with electronic permission to change the permissions of a Valant user in the EHR.
Valant users with administration privileges can edit permissions of a Valant user account.
License Types and Permissions in the Valant Suite EHR
Inactivating a Valant user account
We require that practice owners, office champions, or the user themselves make the request to inactivate an account in the Valant Suite EHR. Valant users with administration privileges can inactivate a Valant user by selecting the "Inactive" checkbox on the User Account Tab of the Providers Tab or Office Staff Tab.