Document Types Drop-Down

The "Document Type" drop-down menu, will search the Document Type column of the Documents Tab of the Patient's Chart or Practice documents.

The options in this drop-down menu are controlled by Valant Medical Solutions. The default document types are shown below:


Non Clinical:


Authorizations for Co-pay and Balances

No Show

Call Log

Consultation Letter

Clinical History Form


ESignature Finalized Document


From Other Providers

Individual Treatment Plan

General Letters

Intake Note


Laboratory Report

Intake Forms

Medical Record for Review


Progress Note

Laboratory Request

Psychotherapy Note

Letter to Patient

Telephone Note





Patient Education


Patient ID




Prior Authorization




Secure Messaging


Special Forms




Valant Treatment Plan



Valant users can request that new document types be added to the Valant EHR. If a new document type is requested please be sure to specify the following:

  • Whether this document needs to be available in the "Documents" tab of a Patient's Chart, on the "Practice Documents" section, or both.
  • If the document is going to be for a Patient's Chart let Valant know if the document should be "Clinical" or "non-clinical". "Clinical" would require a provider to upload, or if a staff member uploads a document would require a provider to initial before it is uploaded to the chart. This is typically for things like measures. "Non-clinical" would typically be something that does not have clinical content, like a billing note or a note from school. 

To filter for a specific type of document, users can pick an item or type the desired document type. The string of text can be anywhere in the name of the document.

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