Who this guide is for
New customer users who have (or are about to receive) access to Healthproximate and want to understand the platform before diving in. No prior setup knowledge is assumed.What you need before you start
An account
Access to Healthproximate is provisioned per organization. If you do not yet have
a login, your organization administrator or the Valiance Health team will set one
up for you. See Support to request access.
Your organization's data onboarded
Healthproximate works against your organization’s case, cost, and billing data.
Your data is onboarded as part of implementation. Results you see are always
scoped to your own organization.
(Optional) API credentials
If you plan to integrate programmatically, you’ll need an API key or login
credentials. See the API Overview.
How access works
- Access is organization-scoped. Every result you see is limited to your own organization’s data.
- User sign-in uses standard authenticated sessions.
- Programmatic access uses tokens or API keys issued to your organization — see the API Overview.
Healthproximate is multi-tenant by design. You never select or pass another
organization’s identifier — your scope is determined by who you are signed in as.
Getting oriented
Most workflows share a common pattern:- Search for what you care about — a procedure, condition, or DRG — using the search box. This is the Entity Resolver, and it is the prerequisite for everything else: it converts a name into the standardized ID the rest of the product uses.
- Pick a workflow depending on the question you’re answering (see First Steps for how to choose).
- Read and interpret the output, keeping the per-workflow caveats in mind.
Recommended first workflow
If you’re not sure where to begin, open the Dashboard for a procedure you know well. It gives you a high-level distribution view that is easy to sanity-check against your own expectations — a good way to build confidence in the data before moving to analytics or predictions.Next steps
Onboarding Checklist
A practical step-by-step list to confirm you’re set up correctly.
First Steps
How to choose between the five workflows for your question.