Adding Data to Valant

Creating New Patient Payment Type Choices

Valant provides the ability to create additional options under the “Payment Type” field when you are applying a patient payment.

Hover over Transaction Codes in the navigation bar
Click Patient Payments
Click New Payment at the top-right side of the window to begin creating a new option. The lower part of the tab will become active.

All fields need to be completed to successfully create a new payment type:

“Transaction Code ID”: ID that shows in Valant billing and reporting
“Description”: This is how it will appear in the drop-down menu and on Patient Statements
“Payment Type”: Select “Patient Payment” or “Patient Refund” depending of what use is needed for the new type
"Patient Payment Type": This field will be available only if "Patient Payment" was selected in the previous drop-down menu

If users need to turn off an option, simply place a check mark in the “Inactive” box.

Adding a New Facility Adding and Editing a Referring Physician to the Outside Providers Adding Insurance To a Patient Adding, Editing or Deleting a Document Template Billing Info for Practice Billing Types Creating and Updating a Group Creating New Patient Payment Type Choices Facilities Manage Custom Fields Manage Custom Fields and Tabs Manage Custom Tabs Outside Providers Persons & Institutions | Providers Places of Service Persons & Institutions | Practice Provider Billing Info for Insurance Company Service Units Adding a Guardian Adding a Patient Picture Patient Demographic Import Template Submission Guidelines Valant to Valant Data Transfer Overview Account Setup Checklist