Adding a new Valant user account
To purchase additional licenses for the Valant EHR, please create a request on our subscription portal or dial (888) 774-0532 Option 2. We require that financial decision makers such as practice owners make requests for additional user licenses. Practice owners, practice champions, and Valant users with Admin privileges can add additional staff or provider accounts within the Valant EHR, if there are licenses available to distribute.
Sending account setup emails
Account setup emails allow new users to activate their account, verify their login email (which they will use as the username to login), and set up their password.
Initial Setup
To send the account setup email, enter and confirm the user's login email address on the User tab and click "Send Verification." The new user will receive an email with a link that they can click to verify their login, create a password, and activate their user account. After completing setup, the user will use their login email and password to log into Valant IO.
The verification link in the account setup email will remain active until one of these occurs:
- The user clicks the verification link, activating their account
OR - A different email address is entered and a new verification link sent via the User tab
OR - The user is marked "Inactive"
Resending an Account Setup Email
For users that have not yet verified their login, a new account setup email can be sent by re-entering a login email and clicking the "Send Verification" button on the User tab.
This option is not available for users who have already verified their login email, but those users can reset their own password using the "Forgot Your Password?" link on the login page. They can also change their own login email address by logging in and clicking "Change Login Email" in the username dropdown menu.
For users created using the legacy process that used a login username instead of login email, password reset can still be initiated by another user from the User tab.
Unlock Locked Valant EHR User Accounts
If a username becomes locked after multiple failed login attempts, the Valant EHR will automatically unlock the username after approximately sixty (60) minutes. If additional assistance is needed, the user that is locked out of their Valant account must contact Support for assistance with unlocking their account.
Related article:
How to Contact Support
Valant users with Admin privileges can unlock other Valant user accounts. We cannot assist another staff member to access the system with someone's credentials other than their own. If the user is no longer with the clinic, their account needs to be disabled and a new account created for their replacement. Attempting to transfer the user account to another user will show incorrect activities by the original user in the audit log.
Resetting a Valant user password
For security reasons, the Valant Support team is unable to look up or recover a user's password. Resetting a password in the Valant EHR is quick, easy, and automated.
Valant users with Admin privileges can have a password reset email sent to another Valant user if the user does not have a verified login email.
Users with a verified login email should reset their own passwords by clicking the "Forgot Your Password?" link on the login page and entering their login email address (the username field can be left blank for these users).
We require a unique, personal email account for Valant user accounts. For this reason, we do not allow generic, shared email accounts to be associated with a Valant user accounts. If the user is no longer with the clinic, their account needs to be disabled and a new account created for their replacement.
Changing the permissions on a Valant user account
We require that financial decision makers such as practice owners make the requests or provide Valant with electronic permission to change the permissions of a Valant user in the EHR.
Valant users with Admin privileges can edit permissions of a Valant user account.
Inactivating a Valant user account
We require that practice owners, office champions, or the user themselves make the request to inactivate an account in the Valant EHR. Valant users with Admin privileges can inactivate a Valant user by selecting the "Inactive" checkbox on the User Account Tab of the Providers Tab or Office Staff Tab.