Getting started

What you will find in getting started

Connect your phone number, meet Amy, and go live. Step-by-step setup and first-week guides for Valian.

There are 10 guides in this topic, and together they take about 34 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.

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 minute read, beginner)

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 minute read, beginner)

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 minute read, beginner)

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 minute read, beginner)

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 minute read, beginner)

Your billing NPI and tax ID

Every insurance check runs under your billing NPI, so it has to be right. Find it, fix it, and add your tax ID (EIN) in Settings › Connections. (2 minute read, beginner)

What happens during your first week live

Amy goes live the moment your setup wizard is done. No learning period to wait out. Here's what your first week looks like, what to check each day, and how your number transfer runs quietly in the background. (4 minute read, beginner)

Setting your hours, holidays & greeting

Tell Amy when you're open, when you're closed, and how you want the practice to sound. These three settings shape every call, and you can change them any time in Settings. (3 minute read, beginner)

Inviting your team and setting roles

Add your staff so everyone works from the same live view. Choose each person's role, and remove access in two clicks when someone leaves. (3 minute read, beginner)

The Help Center and how to get support

One place for everything: short lessons, searchable how-to guides, and a way to reach a real person. Here's how to find an answer fast and send a ticket when you need us. (4 minute read, beginner)