Case Study: Union Square Practice streamlines documentation and billing with Valant

Union Square Practice streamlines notes for 9 patients a day with Valant

Union Square Practice, a solo therapy practice run by Pam Caviness, faced significant challenges with administrative tasks and clinical documentation after moving to a new location without office staff. Her previous EHR had a cumbersome, inflexible note-taking system that delayed her billing, creating a major inefficiency for her busy schedule. She initially hesitated, but ultimately turned to Valant's EHR platform for a solution.

Valant worked with the practice to implement its Mobile Notes and customizable templates, which streamlined the documentation process. The solution included a secure patient portal for pre-appointment forms, which auto-populated notes and saved time. As a result, the practice achieved a more organized workflow where billing was no longer held up by unfinished notes. The client also received direct validation from an insurance company, which praised the exceptional quality and structure of the clinical notes produced by Valant.