The Valant Implementation Billing Training Course is a series of videos created to provide an introduction to the core billing workflows used in Valant and offer users a high-level overview of how to set up the practice to successfully bill insurance and patients.
These videos are designed for you to follow along while logged into Valant, and can be paused at any time so that you can apply what you learn at your own pace.
Valant Billing Training - Part 1: Billing Setup
Click the link below to jump to a specific topic from the training. The video will open in a new Vimeo tab and will begin at the selected topic. The original video will continue to play if not paused. To easily access the chapters in the video, click the chapters icon from the bottom Vimeo bar and the topics will appear on the right of the video.
- Persons & Institutions | Practice
- Reference Data | Places of Service
- Transaction Codes | Procedures
- Persons & Institutions | Providers
- Persons & Institutions | Facilities
- Persons & Institutions | Insurance Companies
Valant Billing Training - Part 2: Creating Charges, Patient Payments, & Managing Charges
This video covers how to record appointments, different methods to accept patient payments, and how to manage charges.
Click the link below to jump to a specific topic from the training. The video will open in a new Vimeo tab and will begin at the selected topic. The original video will continue to play if not paused. To easily access the chapters in the video, click the chapters icon from the bottom Vimeo bar and the topics will appear on the right of the video.
Valant Billing Training - Part 3: Creating Add-On Charges, Transfer Patient Payments, & Patient Refunds
This video will review how to manually create Add-On Charges to primary charges, how to transfer patient payments from one date of service to another, how to post patient refunds, and how to issue credit card credits to patients.
Click the link below to jump to a specific topic from the training. The video will open in a new Vimeo tab and will begin at the selected topic. The original video will continue to play if not paused. To easily access the chapters in the video, click the chapters icon from the bottom Vimeo bar and the topics will appear on the right of the video.
Valant Billing Training - Part 4: Patient Statements
This video will review how to format and create patient statements in Valant.
Click the link below to jump to a specific topic from the training. The video will open in a new Vimeo tab and will begin at the selected topic. The original video will continue to play if not paused. To easily access the chapters in the video, click the chapters icon from the bottom Vimeo bar and the topics will appear on the right of the video.
- Statement Messages and Preferences
- Create Patient Statements Page
- Patient Filters
- Transaction Filters
- Settings
- Generate Statements
- Report Queue
- Sending Statements to MYIO
Valant Billing Training - Part 5: Insurance Claims, Claims Reporting, & Manual Insurance Payments
This video will review the common workflows for creating insurance claims, claims reporting, and manual insurance payment posting.
Click the link below to jump to a specific topic from the training. The video will open in a new Vimeo tab and will begin at the selected topic. The original video will continue to play if not paused. To easily access the chapters in the video, click the chapters icon from the bottom Vimeo bar and the topics will appear on the right of the video.
Valant Billing Training - Part 6: Pending Transaction Queue and Receipt Book
This billing training video will review the Pending Transaction Queue and the Receipt Book,
Click the link below to jump to a specific topic from the training. The video will open in a new Vimeo tab and will begin at the selected topic. The original video will continue to play if not paused. To easily access the chapters in the video, click the chapters icon from the bottom Vimeo bar and the topics will appear on the right of the video.
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