Ambiki FAQ
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How Do I 'View' a Message or Access One I Have Already Sent?
Last updated: 09/05/2024
How do I view a message or access one I have already sent
To view a message or access one you have already sent, ensure you are logged in to Ambiki ...
How Do I Assign Someone to a Support Message?
Last updated: 09/05/2024
How do I assign someone to a support message
To assign someone to a support message, ensure you are signed in to Ambiki and on the main dashboard:
...
Create a Patient Profile
Last updated: 09/05/2024
How to create a Patient Profile on Ambiki
To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard:
1. On the left n...
How to View the Status of a Visit Note
Last updated: 09/05/2024
How to view the status of a visit note
To view the status of a visit note, ensure you are signed to Ambiki and ensure you are on the main dashboard:...
How Do I View Patients By Patient Status In the Patient Dashboard
Last updated: 09/05/2024
How do I view patients by patient status in the patient dashboard
To view patients by patient status in the patient dashboard, ensure you’re logged ...
How to Select Multiple Intake Documents For Upload
Last updated: 09/03/2024
How to select multiple intake documents for upload
To select multiple intake documents for upload to the patient portal, ensure you are signed in to...
How to Use Progress Tracking
Last updated: 09/03/2024
How to use Progress Tracking
To use progress tracking, ensure you are signed in to Ambiki and on the main dashboard:
1. On the left navigation, click...
How to Add or Edit a Patient Status
Last updated: 09/03/2024
How to add or edit a patient status
To add or edit a patient status for a patient, ensure you are signed in to Ambiki and on the main dashboard:
...
How Do I Change or Correct a Signed Clinical Document
Last updated: 09/02/2024
How do I change or correct a signed clinical document
Once a clinical document (visit note, evaluation, plan of care, progress report or discharge) i...
How to View Missed Visits In the Patient Progress Heat Map
Last updated: 09/02/2024
How to view missed visits in the patient progress heat map
To view missed visits in the patient progress heat map, ensure you are signed in to Ambik...
How Are Treatment Reports Updated When An ERA Includes Non-Payments and Payment Denials?
Last updated: 08/30/2024
The Treatment Report payment status will reflect the current state in its life cycle. In the case where an electronic claim does not receive payment fro...
General Billing Sequence
Last updated: 08/23/2024
General billing sequence
This guide will walk you through the general billing sequence.
Part 1: Set-Up Checks
1. First, it's essential to add ...
How Do I Use the 'Important Notes Field' In the Patient Profile
Last updated: 08/23/2024
How Do I Use the 'Important Notes Field' in the Patient Profile
To use the notes field for a patient, ensure you are signed in to Ambiki and on the ...
How Do I Set and Verify Attendance For a Patient
Last updated: 08/23/2024
How do I set and verify attendance for a patient
To set and verify attendance for a patient, ensure you’re logged in to Ambiki and on the main dashbo...
How to Merge Duplicate Patients
Last updated: 08/23/2024
How to merge duplicate patients
To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard:
1. Click on the Organizat...
How to Change Your Default Views On the Schedule
Last updated: 08/23/2024
How to change your default views on the schedule
To change your default views on the schedule, ensure you are signed in to Ambiki and on the main d...
How Does Consolidated Invoicing Work (Monthly/Weekly)
Last updated: 08/22/2024
How does consolidated invoicing work
Invoice consolidation allows you to combine multiple invoices for a patient over a specified time period into ...
Create A Billing Invoice
Last updated: 08/22/2024
Create a Billing Invoice
To create a billing invoice, ensure you are signed in to Ambiki and on the main dashboard:
1. On the left navigation, click ...
How to Add and Charge For Cancellation and No-Show Fees
Last updated: 08/22/2024
How to add and charge for cancellation and no-show fees
To add a charge for a cancellation or no-show:
• Create an invoice. If you need guidance,...
How to Add Practices and Providers to Your Practice Directory
Last updated: 08/21/2024
How to Add Practices and Providers to Your Practice Directory
To save information from offices that your private practice works with, including fax nu...
How Do I Manage Incoming Faxes?
Last updated: 08/21/2024
Depending on what notification settings you have, and what permissions were given to you at your organization, when a fax is received by your organizati...
How Do I Fax My Own PDF Document?
Last updated: 08/20/2024
To fax your own PDF document, go to the Organization Admin Center (top right-hand corner) and click on Fax Directory.
[Link to 'Fax directory'.]
...
How Do I Create and Fax a Physician Order?
Last updated: 08/20/2024
Create and Fax a Physician Order
1.) Go to the patient you wish to generate the order for
2.) Click on the "Physician Order" section
3.) Select what...
How Do I Set Up Faxing?
Last updated: 08/20/2024
How do I set up faxing?
Note: Our faxing feature is part of the paid Professional plan.
First, go to your Organization Menu, and then click 'Edit orga...
Manage Your Organization's Insurance Billing Settings
Last updated: 08/15/2024
Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when el...
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