Valian

/ 01 INFRASTRUCTURE FOR MEDICAL PRACTICES

The AI operating system
your practice runs on.

Have Valian's “Amy” work alongside your team handling:

VoiceSMSEmailRecall
ReviewsInsuranceCheck-inMemory
app.valiansystems.com
ValianBright Horizons Family
Search patients, calls, appointments…⌘K
PMS connectedNew5RD

// GOOD MORNING

Saturday, May 99:30 AM · open 8:00 AM to 5:00 PM

Saturday, May 9
DayWeekMonth
All doctorsDr. AlbertDr. JonesDr. Lexington
Dr. Albert
Dr. Jones
Dr. Lexington
8:00 AM

Kaila Chong

DONE

Robert Martinez

DONE
+ book
8:30 AM
+ book

Marcus Rivera

DONE

Linda Foster

DONE
9:00 AM

Maria Lopez

MISSED

Tom Walker

DONE

James Park

DONE
9:30 AM

Priya Patel

SEATED

David Kim

SEATED

Sofia Chen

Recall
10:00 AM

Ashley Rivera

Cleaning
+ book

George Henderson

Filling
10:30 AM

Patricia Adams

Crown

Linda Davis

CANC

Michael Brown

Exam
11:00 AM

Tom Johnson

Cleaning
+ book

Nathan Bell

Filling
11:30 AM
+ book

Jennifer Liu

New patient
+ book

// 3 tasks need you now

View all
ML

Maria Lopez

🔌 PMS

Today 9:24 PM

⏱ 53m left

Confirmed w/ patient but no PMS write

View situation ›✓ Done
U

Unknown caller

📞 Voice

Today 9:18 PM

⏱ overdue

Amy escalated · “What does an implant cost?”

View situation ›✓ Done
JP

James Park

🛡️ Insurance

Today 8:48 PM

⏱ 17m left

Eligibility stuck · payer timeout

View situation ›✓ Done

// LIVE TOUR · Today

01 / 05

/ 02 LIVE DEMO

Hear it answer a call. Now.

Tap call. Ask Amy to book you a cleaning! She answers right away, finds an open slot, books it, and confirms the appointment by SMS & Email. All live in real time for you!

Picks up

Every call.

No voicemail. No after-hours gaps.

Identifies

Patient matched.

Returning patients recognized from their history.

Books

Booked on the call.

A real opening from the schedule you set in Valian.

Confirms

SMS before hang-up.

Patient gets the confirmation text within 15 seconds.

2:145G
A

Amy

Bright Horizons Dental

LIVE
Thanks for calling Bright Horizons. How can I help today?

2:14 PM

I need to book a cleaning with Dr. Patel.

2:14 PM

Of course. May I have your name?

2:14 PM

Kaila Chong.

2:14 PM

Found you, Kaila. Dr. Patel has Tuesday at 9 AM or Thursday at 2 PM. Which works?

2:15 PM

Tuesday at 9 sounds great.

2:15 PM

Booked. Confirmation text sent.

2:15 PM

/ 03 THE PROBLEM

What your current stack is actually costing you.

Two things are happening in parallel: you're likely paying every month for too many tools that should be answering calls, and on average practices have over 10% of inbound calls missed which cause thousands in lost revenue monthly.

ESTIMATES BELOW ARE BASED ON

LOCATION

Single-location

VISITS / MO

200

AVG APT VALUE

$200

MISSED CALL RATE

10%

/Third-party software stack

insurance verification · PMS · phone · email · forms · review management

$1,000/mo

/After-hours call service

answering service contract

$1,000/mo

/Missed-appointment leak

20 lost appts × $200 avg apt value

$4,000/mo

// TOTAL · WHAT THE STACK COSTS YOU

$6,000/mo

≈ $72,000 / year

LIVE BURN WHILE YOU READ

The $6,000/mo above is a forecast of what your practice is losing monthly based on our estimated expenses. The meter started when the page loaded.

≈ $34 / HR · $273 / DAY

$0.00

$$ burned since you arrived

See pricing →

// JUMP TO SECTION 10 · PRICING

/ 04 ALL-IN-ONE

Replace Your Current Stack.
Layer by layer.

Eight tools. One front desk. All integrated into Valian's product. It starts with the phones: Amy is an AI dental answering service that picks up every call, day or night. Insurance verification is built in: see what to look for in insurance verification software and how real-time eligibility verification works.

// TODAY

// WITH VALIAN

Phone

RingCentral
Vonage

Voice

Comms

Weave
NexHealth
Solutionreach
Lighthouse 360

SMS + voice

Email

Mailchimp
Constant Contact
Klaviyo

Email

Recall

Demandforce
Practice Mojo

Recall outreach

Reviews

Birdeye
Podium

Reviews & feedback

Insurance

Onederful
Vyne Trellis

Insurance verification

Memory

Your front-desk staff

Patient memory

Never forgets & stronger than human memory

// RESULT

8+ tools in 1 amazing Valian product.

/ 05 HOW IT WORKS

Call to confirmed appointment in under 90 seconds.

01 · 0s

Patient calls

Inbound call from any number comes in on your business line.

02 · 2s

Amy verifies

Identifies returning patients via memory, captures intent for new patients.

03 · 60s

Books the visit

A real opening from your Valian schedule, booked before the call ends.

04 · 75s

Appointment Confirmation

Patient gets a confirmation text/email within 15 seconds of confirming appointment.

// FOR OWNERS

Built for practices who measure what matters.

A true AI product built for medical practices with efficiency designed at their core.

Not a chatbot, not an experiment, not a toy.

Amy is the modern practice's front-of-house operating layer.

/ 06 PRACTICE SOFTWARE · 45+ SYSTEMS

Amy works alongside your current PMS.

Nothing gets replaced. Amy books into your Valian schedule and your team enters each booking in the PMS you already run. A direct connection that writes bookings in for you is in development.

Opendental
DENTRIX/
eaglesoft
a Patterson Technology
denticon
Curve
Carestream
CareStack
Opendental
DENTRIX/
eaglesoft
a Patterson Technology
denticon
Curve
Carestream
CareStack
Sensei
Dolphin
a Patterson Technology
Cloud9Software
athenahealth·
NextGen
Sikka
Sensei
Dolphin
a Patterson Technology
Cloud9Software
athenahealth·
NextGen
Sikka

// NOTHING REPLACED · NOTHING MIGRATED

PMS not listed? Valian still works alongside it.

See every practice systemBuilt for your specialty

/ 07 PRODUCT

What Amy actually handles.

Amy is the multiplier. Your team is still the practice.

// VOICE

Every call answered. Even at 11 PM on a Sunday.

Amy never misses a call. She answers before the second ring, knows who’s calling, books the appointment while still on the phone, and can warm-transfers call to a human escalation is needed!

LIVE CALL · 0:14+1 (929) ••• 6235
A

Amy

Bright Horizons Dental

CALLER MATCH

Kaila Chong 99.4%

Live transcript

Amy: “Hi Kaila, welcome back. How can I help today?”
Kaila: “Hi! I want to book a cleaning with Dr. Patel.”
Amy: “Of course. Tuesday 9 AM works, I have it on file from last time?”
Kaila: “Tuesday at 9 sounds perfect.”
Amy:writing booking
latency340ms
modelgpt-4o · realtime
// SMS

Two-way SMS conversations with every patient.

Appointment confirmations, bi-annual reminders, follow-up logic when appointment invites are declined, new bookings, rescheduling, check-in follow-ups, and more. All handled by Amy’s SMS feature.

app.valiansystems.com/inbox

Inbox

New
Search contacts…
KC
Kaila ChongEMAIL

Does my new Aetna plan still cover Friday’s cleaning?

5m
ML
Maria LopezEMAIL

I need to know about my coverage

1h2
JP
James ParkSMS

Thanks, forwarded the records

2h
JO
James O'ConnorVM

Voicemail · 42s · crown options

3h1
LF
Linda FosterSMS

See you Tuesday!

5h
RM
Robert MartinezSMS

Got it, see you then

1d
DK
David KimVM

Voicemail · 28s · re: balance

1d
KC

Kaila Chong

(555) 227-3344 · kaila.chong@email.com

Coverage active
KC
📞 CALL
📞Inbound · Amy answered· 3m 12s
Jun 2 · 9:14 AM
0:00/3:12
▸ Read transcript
A
💬 SMS
Booked! Tue May 26 · 2pm · Dr. Patel ✓

Amy · SMS · 11 min ago

KC
✉️ EMAIL
FromKaila Chong · kaila.chong@email.com
5 min ago

Insurance for Friday cleaning

Does my new Aetna plan still cover Friday’s cleaning? · Reply

💬 Text📞 Call✉️ Email
Reply via SMS to (555) 227-3344…
Send text
KC

Kaila Chong

(555) 227-3344 · kaila.chong@email.com

📞Call💬Text✉️Email📅Book📋Form

Patient snapshot

✎ Edit

Identity

First nameKaila
Last nameChong
PreferredKaila
DOBMar 14, 1990

Contact

Phone(555) 227-3344
Emailkaila.chong@email.com
ChannelSMS
LanguageEnglish

Address

2100 Webster St, San Francisco, CA

Responsible party

Self · Kaila Chong

Clinical

Penicillin allergy on file

Communication compliance

Do not contactNo
SMS opt-outNo
Email opt-outNo
Voice opt-outNo

Insurance

PlanDelta Dental PPO
Status✓ Verified
// EMAIL

Email inbox management in real time.

Every email read, classified, and replied to in seconds. Appointment confirmations, new bookings, rescheduling, office-related questions, and more. Total email coverage with Amy.

app.valiansystems.com/inbox

Inbox

New
Search contacts…
KC
Kaila ChongEMAIL

Does my new Aetna plan still cover Friday’s cleaning?

5m
ML
Maria LopezEMAIL

I need to know about my coverage

1h2
JP
James ParkSMS

Thanks, forwarded the records

2h
JO
James O'ConnorVM

Voicemail · 42s · crown options

3h1
LF
Linda FosterSMS

See you Tuesday!

5h
RM
Robert MartinezSMS

Got it, see you then

1d
DK
David KimVM

Voicemail · 28s · re: balance

1d
KC

Kaila Chong

(555) 227-3344 · kaila.chong@email.com

Coverage active
KC
📞 CALL
📞Inbound · Amy answered· 3m 12s
Jun 2 · 9:14 AM
0:00/3:12
▸ Read transcript
A
💬 SMS
Booked! Tue May 26 · 2pm · Dr. Patel ✓

Amy · SMS · 11 min ago

KC
✉️ EMAIL
FromKaila Chong · kaila.chong@email.com
5 min ago

Insurance for Friday cleaning

Does my new Aetna plan still cover Friday’s cleaning? · Reply

💬 Text📞 Call✉️ Email
Reply via SMS to (555) 227-3344…
Send text
KC

Kaila Chong

(555) 227-3344 · kaila.chong@email.com

📞Call💬Text✉️Email📅Book📋Form

Patient snapshot

✎ Edit

Identity

First nameKaila
Last nameChong
PreferredKaila
DOBMar 14, 1990

Contact

Phone(555) 227-3344
Emailkaila.chong@email.com
ChannelSMS
LanguageEnglish

Address

2100 Webster St, San Francisco, CA

Responsible party

Self · Kaila Chong

Clinical

Penicillin allergy on file

Communication compliance

Do not contactNo
SMS opt-outNo
Email opt-outNo
Voice opt-outNo

Insurance

PlanDelta Dental PPO
Status✓ Verified
// PATIENT MEMORY

Amy remembers every patient. Forever.

Returning patients recognized instantly. Preferences, appointment history, and prior conversations carried across every channel, call, text, and email. Stronger than any human front desk’s memory. True AI embedded into your practice.

app.valiansystems.com/memory

Memory

Live⬇ Export CSV

A rolling audit trail of every action Amy takes for your practice, with the evidence to back it up.

Today

5

Past 7 days

24

Past 30 days

24

All time

24

Today7d30dAllCallsSMSBookingsInsurancePatient actionsStaff & system

Today

· Jun 4, 2026

6 actions

  • ✅

    Sarah Mitchell confirmed appointment via SMS reply

    Appointment confirmed

    Tue May 26 · 9:00 AM · Dr. Patel · Cleaning

    12:21:35 AM
  • 💬

    Lisa sent SMS to Robert Martinez

    Staff sent SMS

    Reminder about Tuesday pre-op · delivered

    12:11:02 AM
  • 📝

    James Park submitted check-in form

    Patient submitted form

    Intake complete · ready for tomorrow’s walk-in

    12:06:54 AM
  • 📅

    Lisa booked walk-in appointment for James Park

    Staff booked appt

    Wed Jun 4 · 3:30 PM · Dr. Smith

    12:01:35 AM
  • 🛡️

    Amy verified insurance for Priya Patel

    Insurance verified

    Cigna PPO · in-network · benefits captured

    11:58:20 PM
  • ✏️

    Sarah updated Sarah Mitchell contact info

    Patient updated

    Changed phone number · old number disconnected

    11:54:10 PM
// SCHEDULING

Booked on the call.

Amy books against the openings you set in Valian, and every booking shows up in your dashboard for your team to enter in your practice software. A direct connection that writes bookings into it is in development. Amy is an add-on to the system you already run, not a replacement for it.

app.valiansystems.com/today

// GOOD MORNING

Saturday, May 99:30 AM · open 8:00 AM to 5:00 PM

Saturday, May 9
DayWeekMonth
All doctorsDr. AlbertDr. JonesDr. Lexington
Dr. Albert
Dr. Jones
Dr. Lexington
8:00 AM

Kaila Chong

DONE

Robert Martinez

DONE
+ book
8:30 AM
+ book

Marcus Rivera

DONE

Linda Foster

DONE
9:00 AM

Maria Lopez

MISSED

Tom Walker

DONE

James Park

DONE
9:30 AM

Priya Patel

SEATED

David Kim

SEATED

Sofia Chen

Recall
10:00 AM

Ashley Rivera

Cleaning
+ book

George Henderson

Filling
10:30 AM

Patricia Adams

Crown

Linda Davis

CANC

Michael Brown

Exam
11:00 AM

Tom Johnson

Cleaning
+ book

Nathan Bell

Filling
11:30 AM
+ book

Jennifer Liu

New patient
+ book

// 3 tasks need you now

View all
ML

Maria Lopez

🔌 PMS

Today 9:24 PM

⏱ 53m left

Confirmed w/ patient but no PMS write

View situation ›✓ Done
U

Unknown caller

📞 Voice

Today 9:18 PM

⏱ overdue

Amy escalated · “What does an implant cost?”

View situation ›✓ Done
JP

James Park

🛡️ Insurance

Today 8:48 PM

⏱ 17m left

Eligibility stuck · payer timeout

View situation ›✓ Done
// CHECK-IN

Patients checked-in before they walk-in.

The check-in SMS fires 1 hour before the visit, pre-filled from PMS records. 30 minutes out, Amy checks completion, a reminder is sent out to complete the form if it’s not done. Auto-save catches partial answers, so new patients can finish in the office without redoing the form.

Digital intake · Kaila Chong

Sent via SMS · pre-filled from PMS

SUBMITTED · 2:47
5 of 5 sectionscomplete

Full name

Kaila Chong

prefilled

Date of birth

04 / 12 / 1986

prefilled

Phone · email

+1 ••• 4827

kaila.chong@gmail.com

Allergies / medications

None reported · last update 2024

Insurance card · OCR-parsed

Photo · 1.4 MB

CarrierDelta Dental PPO
Member ID9442•••
GroupA4892

Time to fill

2:47

PMS write

PatNum 8341

Front desk saved

~12 min

// INSURANCE

Real-time insurance verification in one click.

Your front desk checks any patient in one click, and Amy can check a caller’s coverage live on the call. Coverage, copays, deductibles, remaining maxes, and pre-auth requirements, all captured and saved on the patient’s page, so your front desk knows what to collect before the patient sits down.

app.valiansystems.com/insurance

Insurance Verification

Look up any patient · estimate patient cost in one click
Search patient by name, phone, email, or member ID…
KC

Kaila Chong

Verified

DOB Mar 14, 1990 · UnitedHealthcare Choice Plus · member UHC-8244

Coverage active↻ Re-verify

Plan summary

Annual max

$1,500

of $1,500 · $380 used

Deductible

Met

Individual · $50 of $50

Out-of-pocket

$2,000

$310 used

Network

In-network

PPO · effective

Add procedure

Type “crown” or a code (D2740)…
+ Add

Subtotal $0 · Insurance pays $0.00

Patient pays today

$0.00

Send bill estimate
Primary · on file✎ Edit
CarrierDelta Dental
Plan typePPO
Member ID912-773-8244
GroupGR-44792
SubscriberSelf
EffectiveJan 1, 2026

Cards on file

Images patient sent

Primary

🪪Front
🪪Back
// REVIEWS

Post-visit Google reviews, automatically.

Every happy patient becomes a review. Amy picks the channel, sends the ask, and follows up if needed. Your Google ratings go up. Your local SEO climbs. Your front desk stays focused on the chair.

Post-visit · Kaila Chong

Cleaning complete · 2 hours ago · positive call detected

5★ POSTED · 8 MIN

// REVIEW REQUEST · SMS

Hi Kaila, thanks for coming in today! If we made it easy, we'd really appreciate a quick Google review. Takes 30 seconds: g.page/r/bright-horizons

Sent · 2 hr post-visit

Done! Loved Dr. Patel.

Kaila · 8 min later

// GOOGLE REVIEW · LIVE

SC

Kaila C.

today · local guide

★★★★★

Bright Horizons made it so easy to book and the appointment was fast. Dr. Patel was great. Front desk made check-in seamless.

// THIS WEEK · 7 DAYS

+42 reviews · 4.9 ★

MTWTFSS

All eight surfaces. One Amy. Live in 30 minutes.

/ 08 ONBOARDING

30 minutes of your time. Amy live the same day.

Phone forwarding, practice details, doctor info, and the practice software you run. All captured in a 30-minute walkthrough where Amy's AI speeds up the intake. Most platforms take weeks, with Amy you're live in 30 minutes.

1

DAY 0 · ~10 MIN

Share credentials

Phone lines, email, and Google Business Profile. All done through our secure onboarding portal.

2

DAY 0 · ~10 MIN

Provide practice info

Hours, holiday schedule, doctor bios, practice protocols, general practice information, and the appointment types you cover. Amy’s AI captures it all in a guided walkthrough.

3

DAY 0 · ~10 MIN

Train Amy

Scheduling rules, escalation logic, insurance plans accepted, common patient questions, and your practice’s tone.

4

DAY 1

Amy goes live

Voice live. Email live. Dashboard live. SMS unlocks in 2 to 3 weeks once carrier approval clears.

Skip the 6-week onboarding. Live in 30 minutes.

/ 09 COMPLIANCE & TRUST

Take patient data seriously? We do.

// HIPAA-COMPLIANT

HIPAA-compliant. Every practice.

BAA signed with your practice before launch. BAAs in place with every vendor we work with. Your patient records stay fully separate from every other practice, never mixed, never shared. Every action is logged, so we can always answer who saw what.

// ENCRYPTED

Every byte encrypted.

Every byte of patient data is encrypted end-to-end. Encrypted while it moves across the internet. Encrypted while it sits in our database.

// US-HOSTED

100% US-hosted.

All compute. All databases. All backups. US-region only. No offshore replicas. No sub-processors outside US boundaries. Data residency contractually enforced.

/ 10  Pricing

Pick what your practice needs.

One question sets every price. See it on a quick discovery call.

120
Drag to your appointments a month. Every price below follows it.
Everything

Run your whole front desk

Your whole front office: calls, texts, scheduling and insurance verification.

  • Amy answers every call and books the appointment
  • Reminders, recalls and reviews by text and email
  • Insurance checks included
$692/month,
billed every 3 months
Includes 480 call minutes, 960 texts + emails and 90 insurance checks a month$2,076 every 3 months · save $231Past what’s included: $1.00 a minute, $0.25 a text or email, $2.50 a check. Phone lines $10 a month each.
Book a discovery call
Calls + texts + emails

Patient communications only

The same front office plan, without insurance verification.

  • Amy answers every call and books the appointment
  • Reminders, recalls and reviews by text and email
  • Not included: Insurance verification not installed
$530/month,
billed every 3 months
Includes 480 call minutes and 960 texts + emails a month$1,590 every 3 months · save $177Past what’s included: $1.00 a minute, $0.25 a text or email. Phone lines $10 a month each.
Book a discovery call
Patient coverage

Insurance verification only

Check any patient’s coverage in seconds.

  • Free trial for offices that qualify
  • Deductible, what’s left and what each code pays
  • Upload a list of up to 250 patients
$79/month,
billed yearly
Up to 150 checks a month$948 a year · save $240+ $2.50 or less per check we find.
Book a discovery call

Not sure which one? Call (929) 600-6235. Amy answers.

/ 11 FREQUENTLY ASKED

Questions owners ask first.

Six things every practice owner asks before signing. Direct answers. No fluff.

01

How long until Amy is live?

24 hours from sign-up. 30 minutes of your time in a guided walkthrough, Amy’s AI captures the rest. Most platforms take 6+ weeks.

02

Does Amy work with my PMS?

Valian works alongside 45+ practice management systems, including Open Dental, Dentrix, Dentrix Ascend, Eaglesoft, Curve and Denticon. Today Amy books into your Valian schedule and your team enters each booking in your PMS. A direct connection that writes bookings in for you is in development.

03

Will Amy replace my front desk?

Amy can run the full front-desk operation if you want her to. But how you deploy her is your call. Some practices replace the whole desk. Others keep their team and use Amy as overflow, after-hours, or peak coverage. Built to give owners the option, not to force a staffing decision.

04

What if a patient asks for a real person?

Built into every call. The moment a patient asks for staff or hits a question Amy can’t handle, she warm-transfers to your team or texts them with a callback request. Before the handoff, Amy briefs whoever picks up, patient name, why they called, what’s already been resolved, so your team picks up mid-conversation, not from scratch.

05

What does Valian actually cost?

Valian is one monthly plan, sized to your practice. At 120 appointments a month, the Full System is $769 a month, or $692 a month when you pay every 3 months, with 480 call minutes, 960 texts and emails and 90 insurance checks included. Communications is the same plan without insurance checks: $589 a month, or $530 a month when you pay every 3 months. Past what’s included, nothing stops: $1.00 a minute, $0.25 a text or email, $2.50 a check. Phone lines are $10 a month each. Pay monthly, or every 3 months up front and save 10% on the plan. Phone lines are never discounted.

06

What does insurance verification cost on its own?

Insurance verification can be bought without the rest of Valian, one plan per location: Plans from $39 a month per location, billed yearly, or from $49 month to month. Plus $2.50 or less per check we find — $0 when we can’t find the insurance. No setup fee and no seat fees.

07

What if I want to cancel?

You can cancel any time. The toll-free line Amy answers on is provided by Valian, and your existing practice line forwards to it while she’s running. When your plan ends, we release the forwarding so calls route straight back to your line. Recordings, transcripts, and patient memory export to standard formats on request. No lock-in.

/ 12 BOOK A WALKTHROUGH

30-minute live walkthrough.

Pick a meeting slot below or Call Amy now!

SKIP THE CALENDAR

Call Amy directly. She answers immediately.

Call Amy
// VALIAN · MEDICAL REVENUE OPERATING SYSTEM

Valian