Exporting AI-Generated Notes to Valant | Scriber Wiki
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Exporting AI-Generated Notes to Valant
Short answer: No direct integration exists between Scriber and Valant. The current workflow is copy-paste: generate the note in Scriber, review it, and paste it into Valant's progress note field. This takes 2–3 minutes and is the standard workflow for all AI scribes until Valant exposes a public clinical-note API.
Valant is the EHR of choice for larger behavioral-health practices and group therapies. It is strong on insurance verification, group session management, and multi-clinician workflows. The trade-off is that Valant is complex (more features, more configuration) and does not currently expose a public API for writing clinical notes. So the copy-paste workflow applies, just like with SimplePractice and TherapyNotes.
Why there is no direct integration yet
Valant is a larger, more enterprise-focused EHR than SimplePractice or TherapyNotes. They manage integrations carefully and prioritize stability over rapid integration. They have a roadmap for AI scribe integrations, but until that is released, third-party tools have to use the standard copy-paste workflow.
This is not a limitation of Scriber, and it is not unique to Scriber. Every AI scribe, dictation tool, and external note-generation tool uses copy-paste into Valant until a public API is available.
The copy-paste workflow
Step 1: Record the session in Scriber.
Open Scriber on your phone, tablet, or computer. Get verbal consent to record (Scriber includes a consent-prompt feature). Record your session normally. When the session ends, Scriber transcribes the audio (usually 30 seconds to 5 minutes depending on your transcription engine choice). Review the transcript for accuracy and edit if needed.
Step 2: Generate the note in the format Valant expects.
Click "Generate Note." Choose the note format that matches your Valant documentation standards. Most Valant users work with SOAP, DAP, or group therapy progress notes. If you have set a default template, it will be pre-selected. Click "Generate."
The AI-generated note appears within one minute.
Step 3: Review and edit the note.
Read through the note carefully. Check for:
- Speaker attribution (especially important in group sessions and couples therapy — is each statement attributed to the correct person?)
- Clinical terminology (are diagnoses, medications, and clinical terms spelled correctly?)
- Alignment with your clinical reasoning (does the Assessment reflect how you actually conceptualize this client's treatment?)
- Completeness (did the AI capture the key clinical content from the session?)
- Tone (does it sound like your notes or generic AI?)
Most clinicians spend 3–5 minutes here. Edit any sections that need adjustment.
Step 4: Copy the finalized note.
Select all the text (Cmd+A on Mac, Ctrl+A on Windows). Copy it (Cmd+C or Ctrl+C).
Step 5: Log in to Valant and navigate to the client's chart.
Log in to Valant. Search for the client or navigate from your schedule. Click into the client's chart.
Step 6: Open the progress note section.
Click "Progress Notes" or "Session Notes" (depending on your Valant version and configuration). If today's session note exists, click into it. If not, click "Add Note" or "New Session Note."
Step 7: Paste the note.
Click into the main note text field. Paste the text (Cmd+V or Ctrl+V). The AI-generated note appears.
Step 8: Fill in required fields for Valant.
Valant progress notes usually require:
- Session date and time: Valant may auto-populate this, but confirm it is correct.
- Session type: Select from Valant's dropdown (e.g., "Individual therapy," "Couples therapy," "Family session," "Group therapy"). This selection affects billing and reporting.
- Clinician: Confirm it is you (or select yourself if not auto-populated).
- Diagnosis/ICD codes: Valant may auto-populate based on the client's chart, or you may need to select/confirm them. The AI-generated note includes the clinical impression, but Valant requires formal diagnosis codes for billing.
- Session notes or session progress: Some Valant configurations separate the narrative progress note (which you are pasting) from a structured "Session Progress" section (goals addressed, interventions used, etc.). If Valant expects both, you may need to populate both fields — the narrative goes in one, and you may need to fill in a brief structured summary in the other.
Most of these are single selections or confirmations that take 30–60 seconds.
Step 9: Confirm formatting and save.
Valant displays the note with their formatting. Scan it to confirm it is readable and complete. Click "Save" or "Complete Note."
Step 10: Sign or submit (depending on your Valant settings).
Depending on your practice's workflow, you may need to sign the note immediately, or it may go to a supervisor for co-signature first. Valant has multiple signature workflows; follow your practice's standard.
Full workflow time: 3–5 minutes for review and copy-paste.
Optimizing the workflow for Valant
Align Scriber templates with Valant session types.
Valant distinguishes between intake sessions, individual progress notes, couples sessions, family sessions, and group sessions. When you generate a note in Scriber, choose the matching format. If it is a group therapy session, generate a group-therapy-specific note in Scriber so the content and structure are already formatted correctly for Valant's group-note expectations.
Use custom templates for your practice's standards.
If your practice has specific documentation standards in Valant (e.g., all progress notes must include "treatment plan focus," "progress toward goals," and "homework assigned"), create a custom Scriber template that generates notes with exactly those sections. This reduces editing time because the AI-generated note already matches your practice's structure.
Create a separate intake template.
Intake sessions are longer and more comprehensive than progress notes. Create a Scriber intake template that generates notes with all the sections Valant expects for intake (presenting problem, history of present illness, psychiatric history, medical history, substance use, family history, mental status, risk assessment, diagnostic impressions, initial treatment plan). Then, when you document an intake, generate with that template.
Leverage Valant's group session structure.
Valant's group progress notes are structured differently from individual notes (you document the group theme, individual participation, etc.). If your practice runs group sessions, create a custom Scriber template for group notes that generates content in the right structure from the start.
Handling Valant-specific requirements
ICD-10 diagnosis codes.
Scriber generates the clinical impression and diagnoses in narrative form. Valant requires ICD-10 codes for billing and reporting. You will select or confirm the codes in Valant after pasting the note. Most Valant systems can auto-populate codes based on your client's chart history, so this is often automatic. If codes are not auto-populated, you may need to search Valant's code selector.
Session-to-treatment-plan alignment.
Valant expects that each progress note links to a specific treatment plan goal. Some Valant configurations require you to explicitly select which treatment-plan goals were addressed in this session. The AI-generated note includes the clinical content; you may need to explicitly map it to treatment-plan goals in Valant.
Billing code and CPT code selection.
Valant auto-populates billing codes based on session type (e.g., "60-minute individual therapy" = CPT 90834). Confirm that the session type and duration are correct in Valant, and the billing code will be correct. If the session type or duration is different than usual, edit it in Valant.
Multi-clinician and supervisor workflows.
If your practice has multiple clinicians or supervisors, Valant's notes may route to supervisors for review and co-signature. This workflow is handled in Valant settings, not in Scriber. You paste the note, save it, and Valant's workflow takes over.
Managing patient consent and privacy in Valant
Valant is a HIPAA-covered EHR. Scriber is a HIPAA business associate (BAA signed at signup). When you use the copy-paste workflow:
- You record a session in Scriber with verbal patient consent.
- The audio is transcribed and the note is generated (encrypted in transit and at rest in Scriber).
- You review the note in Scriber (encrypted).
- You copy and paste the note into Valant (encrypted in transit via HTTPS).
- Valant stores the note in your encrypted account (Valant is HIPAA-covered).
The note exists in two places briefly (Scriber during review, Valant after pasting). You can delete the Scriber transcript after pasting into Valant if you do not need to retain it. Scriber does not retain the audio — it is discarded after transcription.
Group practice considerations
If your practice uses Valant with multiple clinicians and supervisors:
Standardize templates. All clinicians should use the same note template so notes are consistent across clinicians. Valant has a feature for this; configure it in Scriber by having all clinicians use the same custom template.
Supervisor review. If supervisors review notes before signature, they will review the pasted note in Valant. The AI-generated content is a draft; supervisors can edit it in Valant before signing.
Billing audits. Valant tracks which clinician documented which note. Make sure the note is saved under the correct clinician name in Valant.
Troubleshooting
Formatting is lost when I paste into Valant.
Valant's editor may strip formatting. If you need emphasis, paste as plain text and use Valant's formatting tools to add bold or italic if needed. Most Valant progress notes do not rely on special formatting, so plain text is usually fine.
Valant auto-populated the wrong diagnosis codes.
Valant's auto-population is based on your client's chart history. If the codes are wrong, you can change them in Valant. If you see that Valant consistently auto-populates the wrong codes for certain clients, ask your Valant administrator about chart configuration.
The note is longer than Valant's field limit.
Some Valant field configurations have character limits. If your pasted note exceeds the limit, you can edit it in Scriber to be more concise before pasting, or you can edit it in Valant to trim redundancy.
I want to batch multiple notes.
You can record multiple sessions, generate notes in Scriber, review them, and batch copy-paste them into Valant. This is faster than copy-paste immediately after each session because you stay in the Valant workflow.
The roadmap
Valant is aware of the demand for AI scribe integration. A public API for clinical notes is on their roadmap. When it ships, you will authenticate Scriber with your Valant account, and the AI-generated note will have a one-click "Send to Valant" button. Until then, copy-paste is the standard workflow for all AI scribes.
The time savings from using Scriber come from the speed and quality of the AI-generated draft, not from integrations. In 3–5 minutes of review and copy-paste, you have a complete, clinically specific note ready to paste into Valant. That is where the time savings accrue compared to writing from scratch.
See it in action with Scriber
Start with a 7-day trial — HIPAA-compliant, no audio retention, BAA included at signup.