For users with the Admin Access, the "Practice" page found under Persons & Institutions | Practice allows users to change settings for the practice. The tabs are available for users without the "Admin Access" permission. However, only users with the "Admin Access" permission can see certain "Admin" settings on the "Preferences" tab. Please note that based on your practice's configuration options may look slightly different than images in this article.
There are several tabs on the "Practice" page. They are described below. More information on the billing functions on the "Practice" page are found in the General Billing Set Up article.
Billing Info
This tab includes practice information that will be used for billing claims and where the practice will be billing. Practice Type determines whether the claims are submitted under a Practice NPI (Non-Person) or under the provider NPI (Person).
Pay-To Address
The Pay-to Address can be completed if payments should be made to a address different than the practice address.
Preferences
The Preferences tab allows users to set practice wide settings for the practice on things like Scheduling, Clinical, Billing, and Administrative settings. The "Admin" section is only available for users with "Admin Access". The "Password valid days" and "Password expires alert days" allows a practice to set a timeframe for how long a password will be valid and when to warn users.
"Header Display in Mobile Notes" allows you to customize the content at the very top of your Mobile Notes documents. Note that this setting does not control the content in the "Header" tab in Mobile Notes, but rather the content at the very top of the final pdf document.
"Diagnoses to Display in Mobile Notes" allows you to configure which of the patient's diagnoses will appear on the "Assessment - Diagnoses" tab in Mobile Notes and on the note pdf. When it is set for "Include ALL diagnoses", then all of the patient's diagnoses will be displayed. When it is set for "Include ONLY billing diagnoses", then only the billing diagnoses associated with the note's owner will be displayed, and in the case that the note's owner has no associated billing diagnoses, then the patient's default billing diagnoses will be displayed.
Statement Messages
The Statement Messages tab allow for practices to be customized on statements based on the age of the balance and other text fields to be printed on statements.
Statement Preferences
The Statement Preferences tab allows custom configuration of a practice's statements, and what information will appear. This page also allows for the creation of Superbills.
Direct
Practices that use the Direct Messaging feature for providers can configure the setup for under the "Direct" tab.
EDI Billing Contact
For electronic billing the EDI Billing Contact is submitted with claims and provides the payer with contact information for someone at the practice. Only the name and phone or email field is required.
EDI Configuration
Valant allows for customization of EDI Configuration and can input fields on this page for third party (no-integrated) clearinghouses. Their enrollment representative should be able to give you some guidance for which fields they require. Most commonly the "EDI Submitter ID" which allows the clearinghouse to identify the practice based on ANSI 837 File header. (These fields are not required for integrated clearinghouses like Waystar and Change Healthcare)
Automated Payment
The Automated Payment tab most likely is not visible for your practice. This tab is where Valant will configure your practice credit card processing credentials. Please do not edit or any details on this page. Valant will receive and input your credit card processing credentials. Editing this information can prevent your practices ability to process credit cards in Valant.
Patient Portal
The Patient Portal tab will show your practices details like the URL for your patient portal and options about Appointment Requests, Onboarding, and Appointments Self-Check-In.
Prospective Patients
The Prospective Patients tab includes tools used in communication and information gathering for potential patients.
History
The History tab will show an audit log of history for the "Practice" page and show each time a change is made.