PPS: Reference Data

This article applies to the Private Practice Suite

Reference Data is used to add new entries into Valant


  • Places of Service: add place of service
  • Adjustment Reason Codes: add/edit adjustment reasons a practice may receive remittance
  • Patient Types: add patient type to the EHR
  • Patient Notifications: add patient notification
  • Lab Request Types: specify types of lab requests in the EHR
  • Measurement Types: specify types of measurements in the EHR
  • Other Codes: add miscellaneous codes. DO NOT USE unless directed by Valant Support
  • Immunization Types: add an immunization type to the EHR
  • Manage Mobile Note Templates: Allows users to create custom templates to use with Mobile Notes
  • Document Templates: edit, delete or upload a document template into the EHR
  • Billing Types: add billing types to the EHR
  • Appointment Types: Appointment types for patients to choose when request an appointment through the portal
Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.