How can we help?
Guides and answers for running Valian — the AI front desk that answers every call, books into your practice management software, and verifies insurance in real time.
Connecting your practice to Amy
Point your phone number at Amy and link your practice management software. Once both are connected, Amy answers, books, and verifies from the very next call.
4 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
How Amy books an appointment
Amy books straight into your real 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
How reminders and confirmations work
Amy sends a confirmation the moment an appointment is booked, then reminders in the days before the visit — and when a patient replies to confirm, move, or cancel, she handles it and keeps your schedule up to date.
3 min read
How Amy verifies insurance in real time
Amy checks eligibility and benefits with the payer during the call, then writes the breakdown to the patient's timeline — no phone tree, no callback.
4 min read
Where do I see what insurance Amy verified?
Every check Amy runs lands in two places — the Insurance tab and the patient's timeline. Here's how to find the eligibility breakdown and read the verification status at a glance.
4 min read
Find your answer.
Getting started
Setup, onboarding, first week
6 articles
Scheduling & appointments
Booking, reschedules, reminders
7 articles
Insurance & verification
Eligibility, breakdowns, re-runs
6 articles
Billing & credits
Usage, invoices, the $1,000 credit
6 articles
Phone & Amy
Greetings, escalation, call handling
6 articles
PMS integrations
Open Dental, Dentrix, Eaglesoft & more
6 articles
Account & security
Users, logins, passwords, data
6 articles
Can’t find what you need?
Email the Valian team at help@valiansystems.com or open a ticket from the Help Center inside your dashboard. We answer fast.
Not a customer yet?
See how Valian answers every call, books appointments, and recovers missed patients — live in 24 hours, no contracts.