Speed your new patient process with automation that uses Auto Assign Measures to automatically deliver the right intake forms and assessments, so every patient starts care on time and nothing gets missed.
Automatically send the first set of assessments to new patients or program enrollees without manual setup or follow up.
Simplified patient data collection with seamlessly integrated clinical history forms.
Automatically send the right intake forms and assessments to new patients based on their program or provider, without manual setup or follow up.
Ensure every new patient receives the first set of assessments automatically, with ongoing scheduling available when needed.
Automatically assign the right intake forms and clinical assessments based on program, provider, or level of care, without manual setup or follow up.
Jumpstart new patient onboarding with automated admissions packet delivery and instant portal setup—streamlining intake for IOP/PHP.
Choose from a wide library of assessments and automatically assign them to new patients or program enrollees, with results tracked over time.
See which assessments have been sent, started, or completed, so staff know exactly where follow up is needed.
Autopopulate patient clinical history details into the first appointment note as part of your robust intake process.
Get intake tools that let you know patients before you have even met. Digital patient onboarding makes this possible. With Valant, your clients can complete their intake process through email or their MYIO portal – providing their clinical history, signing consent forms, and filling out assessments all before they even step foot in your office. That means you can dedicate the first visit to building rapport and developing a treatment plan, not getting bogged down in paperwork.
Need to use customized intake forms? No problem! You can easily build and update your own forms, including signature fields, all within Valant.
Automate the clinical assessment process and reclaim valuable session time. Select preferred outcome measures automatically send to their MYIO accounts ahead of appointments. No more remembering to send measures or spending time completing them during sessions. Simple survey format makes assessments quick and easy for your patients.
“Having a superior EHR that seamlessly integrates clinical notes, scheduler, and billing, had allowed us to rapidly expand our already large organization, more than doubling our size in just a few years from 3 outpatient offices to 10 across two states.”
Automatically send the right intake forms and assessments to new patients based on their program or provider.
IOP/PHP require an efficient, program-specific intake process. With Valant, admissions packets can be automatically delivered to new patients based on their assigned program, while their MYIO portal is set up at the same time. This automation reduces manual intake tasks for staff, ensures patients are ready to engage from day one, and accelerates overall patient flow, making it easier to bring patients into care quickly and smoothly. By eliminating administrative bottlenecks and standardizing program-specific intake, clinicians and staff can focus on what matters most—providing high-quality care.
Want to identify potential treatment options before your patient even walks in the door? Valant’s intake forms go beyond basic information gathering. They act as powerful screening tools, assessing for symptoms of common behavioral health diagnoses and flagging areas for further exploration. That means you can start forming treatment ideas before the first appointment rather than reacting to new information on the spot.
This proactive approach has multiple benefits:
Prescreening also helps you determine if a client is a good fit for your practice or if they would be better served by a different provider.
Want to impress your clients from the very first session? Valant helps you walk into every first meeting fully prepared. Patient information from the clinical history form and assessments automatically populates into your intake note, so you have background information before the start of first session. You’ll have their medical and family history, symptom screening results, self-harm risk assessment, and more at your fingertips.
Valant captures the nuances of your client’s answers, ensuring no detail is lost. And because patients don’t always disclose everything right away, the auto-filled notes are fully editable. You can easily update them as new information emerges in your sessions.
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