Transitioning from Private Practice Suite to Valant IO

This article is intended to help users who already have experience using the Private Practice Suite get comfortable using Valant IO.

Valant wants to ease any concerns you might have about learning a whole new system. You do not need to re-learn our software to get started using Valant IO. There are some subtle differences, and in these videos, we will review those items. If you're already familiar with using Valant, transitioning to Valant IO should be a very smooth experience for you and your practice. The videos below will show a side-by-side comparison of the two systems. 

Before you start watching the videos, Valant wants to make sure you are aware of our new Virtual Office Hours! Similar to a webinar, we want you to join a virtual session with us, and ask us any questions you may have about switching to Valant IO! These sessions will not be structured like most webinars, feel free to come ask a Valant expert questions. Click here to see when we are having our next Office Hours!

Login & Dashboard

This video reviews the difference between the Private Practice Suite and Valant IO. Follow along to login to both interfaces to highlight the updated look and feel of the system and familiarize yourself with navigation in Valant IO.


Patient Demographics

This video reviews the differences on the "Patients" screen between the Private Practice Suite and Valant IO. Comparing both interfaces side-by-side to highlight updates to the look and feel of the system and familiarize you with Valant IO. 

Calendar

This video will review the differences on the Calendar between the Private Practice Suite and Valant IO. We'll compare both interfaces side-by-side to highlight updates to the look and feel of the system and familiarize you with the new view.

Patient Chart

This video will review some of the differences in the patient chart between the Private Practice Suite and Valant IO. We'll compare both interfaces side-by-side to highlight updates to the look and feel of the system and familiarize you with Valant IO. 

Admin Module

This video will review how to access the Admin tool in Valant IO. Users who are familiar with the Admin Module in Private Practice Suite will find that this functionality is no longer accessed via a separate Valant Portal. It is now integrated within the main Valant IO applications. Only users with Admin Access can see the admin tools.

Patient Chart - How to Export in IO

In this video, we are going to review how to export documents from the Patient Chart in Valant IO. Exporting documents allows us to then print or save the documents to the computer.

Patient Chart - How to eFax in IO

In this video, we will review how to fax documents from the Patient Chart in Valant IO. Please note that integrated outbound faxing is an add-on feature in Valant IO. If you do not already have this feature enabled, please contact our Subscription Team.


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