Ambiki FAQ

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Creating Minimal Pair Lists - A Type of Activity List

There are two ways to create a minimal pair list on Ambiki. 1) Visit https://ambiki.com/activity-lists/new (or visit https://ambiki.com/activity-lists and click "Create new activity list" in the u...

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If a Resource or Activity List is Set to Public, Can Others Edit/Change It?

Others will only be able to view it or use it as is. They won't be able to edit/change it. Only the owner or an Ambiki moderator (in the approval process might add/edit tags, descriptions, etc.) ca...

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How Do I Add a Credit Card Through the Patient Portal As a Parent/Guardian

How do I add a credit card through the patient portal as a parent/guardian     To add a credit card to the patient portal as a parent/guardian, ensure you are logged in to Ambiki and on the patie...

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How Do I Use the Custom Forms Editor

How do I use the custom forms editor Welcome to our FAQ on how to use the custom forms editor. This guide will walk you through the key features of the editor through three short tutorial videos. ...

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How Do I Automatically Populate a Patient Profile From Intake Documents

How do I automatically populate a patient profile from Intake Documents    Ambiki allows patient profile data to be automatically imported from custom form intake documents. When an admin is creat...

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Intake Documents – Your Questions Answered

Intake Documents – Your Questions Answered    1. How do the improved visibility controls work?    Answer: The "Hidden if empty" message will now appear only when creating or modifying custom form...

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How to Create a New Patient From the Patient Status Tabs

How to create a new patient from the patient status tabs    To create a new patient from the patient status tabs, ensure you are logged in to Ambiki and on the main dashboard:   1. On the left nav...

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How Do I Create a General Note For a Patient

How do I create a general note for a patient    General notes in Ambiki are used to provide flexibility for capturing a wide range of patient-related information, from updates to observations.   H...

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How to Select Multiple Intake Documents For Upload

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 Ambiki and on the main dashboard:  1. On the...

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How to View the Status of a Visit Note

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:  1. On the left navigation, click on ‘Patien...

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How to Clear a Patient’s Attendance In the Schedule

How to clear a patient’s attendance in the schedule    To clear a patient’s attendance in the schedule, ensure you are logged in to Ambiki and on the main dashboard:  1. In the left navigation, cl...

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How Do I View Patients By Patient Status In the Patient Dashboard

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 in to Ambiki and on the main dashboard:  1. I...

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How to Add An Insurance Method and a Credit Card For Patient Responsibility

How to add an insurance method and a credit card for patient responsibility    To add a payment method for a patient, ensure you are signed in to Ambiki and on the main dashboard:     1. On the le...

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How to Add or Edit a Patient Status

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:     1. On the left navigation, click on ‘Patient...

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How to Add or Edit a Treatability Status

How to add or edit a treatability status    To add or edit a treatability status for a patient, ensure you are signed in to Ambiki and on the main dashboard:     1. On the left navigation, click o...

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How to Add or Edit a Diagnosis Code

How to add or edit a diagnosis code    To add or edit a diagnosis code for a patient, ensure you are signed in to Ambiki and on the main dashboard:     1. On the left navigation, click on ‘Patient...

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How to View Missed Visits In the Patient Progress Heat Map

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 Ambiki and on the main dashboard:     1. On the le...

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How Do I Use the 'Important Notes Field' In the Patient Profile

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 main dashboard:   1. On the left navigation, ...

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How to Distinguish Between Client and Clinic Cancellations

How to distinguish between client and clinic cancellations    Ambiki users now have the ability to efficiently manage attendance and make a clear distinction between clinic-initiated and patient-i...

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How Do I Manage Notifications

How do I manage notifications   Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can now be delivered to you in the bell icon on the...

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How to Merge Duplicate Patients

How to merge duplicate patients    To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard:  1. Click on the Organization admin icon on the top right-hand side and...

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How to Change Your Default Views On the Schedule

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 dashboard:   1. Click on your personal profile...

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How Do I Set and Verify Attendance For a Patient

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 dashboard:  1. On the left navigation, click on ‘Sc...

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How to Bill a Private Pay Source On Ambiki

To bill a private pay source on Ambiki, first you will need to make sure you have your Stripe settings set up in Ambiki. Click here to learn how to set up Stripe.  One you have set up Stripe, foll...

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