A Year of Progress Together

Revisit how you delivered better care and strengthened your practice using Valant in 2024

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Valant was built to help practices like yours grow and thrive.

You played a critical role in shaping the future of behavioral health technology, and drove updates to that made a real difference in your day-to-day work.

Explore this year’s highlights to see how your input and partnership helped build features that improve care, streamline operations, and support the growth of behavioral health practices.

Looking Back at 2024

1

Our Approach to Product Development

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2

Development Journey

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3

Feature Highlights - 2024

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4

Additional Features

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5

Beta Testing

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6

Customer Communications

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7

QA for Every Feature

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8

Advancing Care Through Our Continuous Improvement

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Driven by Your Needs: Our Approach to Product Development

At Valant, every feature we create is inspired by professionals like you who use our software daily.

By listening to your feedback, tracking your votes, and understanding the unique needs of behavioral health practices, we deliver enhancements that solve real challenges and move your practice forward.

”I have worked with other platforms and Valant is by far the best.

Kari S.

Our Product Development Journey

AGILE Development and User-Driven Innovation

Our development process includes a commitment to user feedback. Our approach balances user needs with market trends and timeline feasibility so every update improves your experience with practical solutions.

In 2024, we recorded more than 415 unique feature requests. Thanks to input from our users and our voting system to prioritize what is needed most, we were able to roll out high-priority, unique, and innovative features.

Monthly Release Cycle

This year, we moved to a monthly release cycle to reduce disruption to our users.

We also improved our release process, including increased clarity in documentation, internal training, customer communications, and feature functionalities.

For you, this means higher quality features, greater visibility into what’s coming for staff preparation, and improved performance.

2024 Feature Highlights

1

Custom Forms

  • Reduced Cost: Valant’s rollout of a custom forms platform eliminates the cost of our former eSignature solution and other third-party solutions.
  • Simplified Documentation: The versatile form builder allows you to create and customize consent forms and documents tailored to your practice’s needs.
  • Efficient and Secure Forms Delivery: With HIPAA-compliant delivery through the MYIO patient portal or via email, Custom Forms provides easy, secure form sharing for peace of mind.
  • Effective Form Completion: Active form tracking ensures you can easily monitor progress across your practice, and keeps your workflows smooth while no details slip through the cracks.
  • Improved Guardian Consent Collection: We made it faster and simpler to collect guardian consents with secure eSignature routing for underage patients, allowing for quick and compliant documentation.
2

AutoPay

  • Time Saved on Administrative Tasks: AutoPay gave you back hours in your day by automating payment processing. With less time spent manually charging cards, you could focus more on patient care and practice management.
  • Payment Issues Quickly Addressed: Failed transactions no longer slow you down! AutoPay’s detailed status updates make it easy to resolve issues immediately with no extra reports required.
  • Improved Payment Transparency: Accessing the last 10 AutoPay transaction histories directly from a patient’s AutoPay window brings clarity and precision to your payment management.
  • Streamlined Practice Efficiency: By automating payment workflows and reducing friction, AutoPay allows your team to spend less time on admin work and more time delivering patient experiences.
3

Treatment Plan

  • Tailored Plans for Every Need:  Simplify treatment plans by using multiple plan types for specific payer requirements and modalities.
  • Access to Comprehensive Libraries: Elevate your treatment plans with content from Valant’s library, your custom resources, and Wiley’s evidence-based Treatment Planners to create personalized plans for every patient.
  • Compliance Deadlines Never Missed: Customizable review cycles and automated reminders keep you ahead of compliance requirements, so you can have thorough documentation at every step.
  • Wiley’s Expertise: Deliver better outcomes with access to Wiley’s 30+ Treatment Planners. Incorporate evidence-based goals, objectives, and interventions into your care plans.
  • Seamless Plan Transitions: Managing treatment plan ownership is effortless, so you can provide continuity of care even during provider transitions.
  • Real-Time Document Updates: Updating treatment plans directly from clinical notes allows you to streamline documentation and track patient progress in real time.
4

Telehealth Enhancements

  • Improved Patient Check-Ins: Patient check-ins are smoother and more organized with Valant’s virtual waiting room, so every session starts on the right foot.
  • Enhanced Communication with Waiting Room Chat: You can connect with patients before their sessions using waiting room chat to keep communication clear and expectations managed.
  • Privacy First with Background Blur: Enhance the professionalism of your telehealth sessions with background blur and virtual backgrounds for a distraction-free and private environment.

”Valant is an awesome behavioral health tool that facilitates overall workflow! It is easy to use and navigate. It definitely is catered to behavioral health professionals and that is easy to see.

Mark H.

More Feature Highlights

User Impersonation

With User Impersonation, you get secure access to inactive provider accounts. This improves provider transitions by allowing impersonation with full audit tracking.

That means you have transparency, compliance, and workflow continuity without compromising data integrity.

Alphabetize Sidenav and Add Favorites

We’ve simplified navigation by alphabetizing menus and allowing users to save up to 20 favorites for quick access.

You reduced your search time and boosted productivity because you can tailor the Valant interface to individual workflow needs.

Multiple TINs

By storing multiple tax ID numbers by payer, you’re able to simplify payment processing, prevent ERA matching errors, and reduce manual updates.

This year you’ve saved time, improved billing accuracy, and enhanced insurance reconciliation. Improved efficiency = reduced administrative burden.

Supervisor Feedback in Mobile Notes

Supervisors can now leave feedback on draft Mobile Notes within Valant. The process is organized and actionable, and improves collaboration and professional growth while finalized documentation remains intact.

It’s ideal for practices focused on quality care and professional development.

Prospective Patient Statuses

Practices can now customize patient statuses to fit your unique workflows, track intake progress, and categorize inactive leads.

These insights help optimize processes, improve conversions, and address bottlenecks effectively. Plus, you have actionable insights into patient conversion.

Prospective Patient Insurance Enhancements

Matching patients with the right provider is key to satisfaction and efficiency.

Capturing detailed insurance info, like card images and secondary policies, ensures patients are matched with in-network providers, reducing admin back-and-forth and improving the intake experience.

Beta Testing in 2024:

Tailored Testing and User-Driven Insights

Last year, we elevated our beta testing process to ensure every feature met your needs.

    • By tailoring testing periods to each product (ranging from two weeks to two months) we thoroughly refine functionality and usability.
    • Your contributions as beta testers were invaluable and provided insights through real-world scenarios to shape our development.

With your feedback, Valant is able to create smarter, more effective solutions to support you in delivering exceptional behavioral health care. Thank you!

”The workers at Valant have deep knowledge of mental health and it shows.

Danielle K.

Customer Communications in 2024

Staying connected and informed all year

This year, we refined how we inform and train users on new features by aligning communications with key phases of development, all the way from idea to launch.

This phased approach means you receive timely, actionable information about what’s coming next and how to prepare for it.

Our training tools, including videos, Knowledge Base documentation, and in-app tips, were designed to make adopting new features easy and straightforward.

We also enhanced our communication channels to keep you informed and empowered. From newsletters and in-app notifications to scheduled maintenance updates, we’ve prioritized delivering content that’s valuable to your practice.

Behavioral health-specific blog posts, case studies from other Valant users, and opportunities to explore features like Patient Communications have supported you in maximizing your Valant experience.

Every interaction is designed to help your practice thrive.

Thorough QA for Every Feature

Each feature at Valant undergoes meticulous QA and user-level testing, ensuring reliability and seamless system integration. System-wide checks are conducted before every release. We have a continued commitment to overall system integrity.

”Seven years using Valant; will never consider another EMR... I feel very safe using Valant. I like how streamlined the charting is."

Deann L.

You’re Advancing Care Through Our Continuous Improvement

We’re behavioral health-specific. Practice needs and user feedback are shaping our future.

We’re leveraging user-driven innovation to create responsive features and updates to our software.

We are committed to a culture of continuous improvement, and are working to make sure every update to our platform meets your needs.

Have Questions?

Visit the Valant Knowledge Base for assistance and troubleshooting tips.

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