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Connecting your practice to Amy

Point your phone number at Amy and she answers, books and verifies from the very next call. Your practice software stays as it is: Valian works alongside it.

4 min read

Starting with Insurance Verification only

Your first week on a plan: create your account in a few short screens, save your carriers and codes, and run your first check.

3 min read

Meet Amy: how your AI front desk works

Amy answers every call and text, books and verifies in real time, and hands your team anything that needs a person. Here's exactly what she does on a call and where the human takes over.

4 min read

Syncing your carrier list (in and out of network)

Your carrier list in Settings › Insurance tells every check whether you are in or out of network with each carrier, and with each of its plans. Pick carriers or upload a list, then press Save carriers.

4 min read

Syncing your procedure codes and fees

Your service list in Settings › Services is your codes and your fees. Your codes fill in Coverage by category on every result, and your fees are what Build procedures quotes. An import asks whether to add to your list or replace it.

3 min read

How Amy books an appointment

Amy books the appointment into your Valian schedule during the call or text. She matches the reason for the visit to the right appointment type, finds a genuinely open slot with the right provider, and confirms it in seconds.

4 min read