PPS and IO: Patient Portal-Secure Messaging

This article applies to Valant IO and the Private Practice Suite

Secure Messaging allows Valant users to communicate securely with patients and other staff members or providers.


Secure Messaging can be accessed two ways:

A. Click Dashboard | Unread Secure Messages

B. Click Tools | Secure Messaging

Using secure messaging is similar to using email, so  the functionality will be very familiar.


The left panel displays the inbox's folders:

  • Inbox: the default folder that contains all messages that have been received.
  • Sent: this folder contains all messages that have been sent from the inbox
  • Drafts: this folder contains all messages that have been started and then saved as a draft.

The middle panel displays the contents of the selected folder. The right panel displays the details of the message selected.


To start a message please do the following:

  1. Click on Compose

  1. Select "Provider/Staff" or "Patient" radio button
  2. In the "To:/CC" field, type a minimum of 3 letters
  3. Subject: use this text field to add a subject to the secure message
  4. Compose the message in the lower portion of the popup
  5. Click on Send Save Draft

  • A notification will appear at the bottom of the application to confirm that the message was sent.
  • A copy of the message will be saved in the Sent folder.
  • A notification will appear at the bottom of the application to confirm that the draft was saved.
  • A copy of the message will be saved in the Drafts folder.
  • The Compose Message Pop-up Box will remain open to allow for continued editing, if desired.
  • Once editing has concluded for the time being, select the Close Button to close it.

To continue a Draft, please do the following:

  1.     Open the Drafts Folder
  2.     Select the message to be continued
  3.     Select Continue Editing in the top of the right panel.

  • The draft can also be deleted by selecting Discard in the top of the right panel

Enabling Auto Reply

  1. Click the Auto Reply button
  2. Select the “On” radio button
  3. Enter the message for recipients to view. The same message will be sent to patients and Valant users
  4. Click Save

Disabling Auto Reply

When Auto Reply is enabled, the phrase “Auto Reply is On” will appear at the top of the page.

  1. Click the Auto Reply button
  2. Select the “Off” radio button
  3. Click Save

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