Getting started · 3 min 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.
Updated Oct 2, 2026
If you signed up for Insurance Verification on its own, your dashboard is built around one job: checking insurance. There's no phone line or call answering to set up. This is the short version of your first week.
Step 1: pick a plan
On the Pricing page of our website, move the slider to about how many appointments your office has a month. The insurance verification card shows the plan sized to that. To start, press Book a discovery call on that card: a 15-minute call with our team. The link our team sends you after the call opens with your plan already picked.
An Admin can change plans any time later from Settings › Plan & billing. See How plans work.
Step 2: create your account
Sign-up is a few short screens, in this order.
- Create your account. Type your work email. We email you a 6-digit sign-in code. You can sign up with Google or Office 365 instead; then there is no code to type.
- Check your email. Type the code and click Verify. No email? Click Send a new code.
- Payment. Pick Yearly or Monthly and add a card. The sentence by the box names your plan's price and the date your card is first charged. Tick the box, then click the button to start.
- Your details. Your name, your practice's name and your cell phone. Click Continue.
- Check your phone. We text a 6-digit code to your cell. Type it and click Verify and continue.
- Your business information. Your NPI number (we check it against the national NPI registry, or click Find my NPI by practice name), your business address and your EIN (tax ID number). Last, tick the box to agree to the Business Associate Agreement. Click Go to my dashboard. We email you the signed agreement, and your dashboard opens.
See Your billing NPI and tax ID.
Step 3: save your carriers and codes
Your dashboard opens on a Finish setting up your account card, and a short tour starts by itself. Checks can't run until two things are saved, both in Settings:
- Your carriers (Settings › Insurance): the insurance you take, each one in or out of network. Press Save carriers. See Syncing your carrier list.
- Your codes (Settings › Services): we add the usual codes for your specialty. Type your price for each one, or upload your fee schedule. Press Save codes. See Syncing your procedure codes and fees.
When both are saved, the tour shows you the rest of your dashboard.
Step 4: run your first check
Select New verification (Add patient while your list is empty), type what's on their insurance card, then select Save and verify. You usually get an answer in seconds: whether the plan is active, what's covered, and what's left this year. See Running a check for one patient.
Step 5: do a whole day at once
Once you're comfortable with one check, Bulk list opens Verify a bulk patient list, which runs up to 250 patients in one pass. Download the template or drop in an export from your practice software. Any required box that's empty turns red before the list runs, so you can fill it in first. See Uploading a bulk verification list and Red boxes in a bulk list.
Tip
In this product your office clicks every check; nothing runs without you. Our team steps in only when your office sends a fix request. See How plans work for what a check costs.
Still need a hand?
Reach the Valian team any time at help@valiansystems.com, or open a ticket from the Help Center inside your dashboard. During onboarding, your onboarding contact is at onboarding@valiansystems.com.