Account & security

What you will find in account & security

Add users, set roles, turn on two-factor auth, and learn how Valian protects your practice and patient data under HIPAA.

There are 6 guides in this topic, and together they take about 20 minutes to read. Each one is written for the person at the front desk rather than for an administrator, so it says what to click and what to expect rather than describing the feature in the abstract.

Add another user to your practice

Give each teammate their own login in about a minute. Send an invite, pick their role, and cancel or remove access whenever your team changes. No shared passwords, no per-seat fees. (4 minute read, beginner)

Roles and permissions

Every login has a role that decides what a person can see and change. Insurance Verification offices use two roles, Admin and User. Here's what each role can do, and how to pick the right one for each teammate. (3 minute read, beginner)

Turn on two-factor authentication

Two-factor authentication pairs your Valian login with an authenticator app on your phone. Here's how to set it up in about a minute, and what to do if you lose your phone. (2 minute read, beginner)

Reset a password

Forgot your password, or just want a new one? Here's how to reset it from the sign-in screen or from Settings, and how to sign out a device you no longer use. (3 minute read, beginner)

Notification preferences

Decide exactly what Valian pings you about, and where. Turn each alert (missed calls, new bookings, escalations, and more) on or off by text, email, and push, and set quiet hours for overnight. (4 minute read, beginner)

How Valian protects your data

Your practice runs on patient information, so protecting it is the whole job. Here's how Valian keeps your data private: your BAA, encryption, walled-off practices, access logging, and the controls you hold yourself. (4 minute read, intermediate)