There are a number of roles and responsibilities that go into running a successful practice. At smaller practices this may be done by a few or sometimes only one person. At larger practices there are typically people with highly specialized roles. Expand the menu options below to view the most commonly used workflows organized by the three most common roles at a practice of any size. If you are a Valant users, chances are you perform at least a few of these workflows daily. If you are at a small practice you may complete all of these workflows on a daily basis.
Practice Staff
Practice staff responsibilities at some practices include Scheduling, Accepting Payments, Patient Intake, Patient MYIO Account Setup, and start the billing workflow.Providers
A provider's role at a practice can vary greatly based on the size of the practice. In general a provider's responsibilities include scheduling, documentation, prescribing, and starting the billing workflow.
Billers
Billers at a practice are in charge of ensuring the revenue cycle flows smoothly. This typically includes creating charges, sending insurance claims, posting insurance payments, creating patient statements, and accepting patient payments.
- Pending Transaction Queue
- Insurance Billing
- Eligibility Checking
- Pending Insurance Claims
- View/Edit Charges
- Create Insurance Claims
- ERA
- Apply Insurance Payment (Manually)
- Insurance Aging Report for follow up on claims older than 30 days
- Patient Billing Workflow
- Create Patient Statements
- Apply Patient Payment
- View/Edit Charges (for patient questions via phone)
- Patient Aging Report for patient follow up on past due balances