Ambiki FAQ

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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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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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How to Remove All Permissions From a Teammate Within Your Organization

How to Remove All Permissions From a Teammate Within Your Organization To remove all permissions from a teammate within your organization follow these 3 steps: Step 1: Organization Menu > Clic...

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How to Create a New Permission Group On Ambiki

Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clone or create groups, customize permissions, and a...

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How to Assign Permissions to Teammates Within Your Organization

To assign permission groups and or individual permissions to teammates follow these four easy steps:   Step 1: Org Menu>Teammates [Step 1: Org Menu> Teammates] Step 2: You will see a list of exi...

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How to View or Export a Payroll Report

• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or generate payroll reports  [Organization Admin Area]...

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How to Identify and Add Missing Service Rates?

As an organization admin, you are able to see if there are any services being accidentally billed at your practice that you don't have a service rate or pay rate set for. This helps you more quickl...

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How to Record a Payment Made On a Claim or Outstanding Invoice

How to Record a Payment Made On a Claim or Outstanding Invoice Ambiki strongly encourages all users to participate in ERA enrollment so that payment posting is automated and you do not need to ma...

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How to Generate a Facility Invoice?

To generate a facility invoice, you will have first needed to have added Locations that your practice provides services at, as well as any service rates that may be applicable to your practice or e...

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How to View All Documentation At My Practice That Has Not Been Signed or Needs Billing Information Added

• To view incomplete documentation at your practice (all therapists) visit the Org Admin - Dashboards • Then click on Clinical Documentation  • From here you can see unsigned documentation, documen...

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How to Upload Physician Orders, Evaluations, and Other Various Types of Files to Ambiki

There are several different places files can be uploaded if not created or received natively in Ambiki. Evalution: In the evaluations section of the patient profile, you can create an evaluation ...

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What Are the Different Types of Diagnosis Codes I Can Add to a Physician Order?

The diagnosis codes offered on Physician Orders is to give practices some verbiage flexibility depending on when they are sending the order. The type of dx code picked is selected by the admin proc...

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How to Add Skilled Interventions to a Plan of Care or Visit Note

How to add Skilled Interventions to a Plan of Care or visit note  To add a skilled intervention to a patient's plan of care, create a new plan of care ( See our FAQ on how to create a plan of car...

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How to Set a Max Plan of Care Duration For An Organization

How to set a max plan of care duration for an organization    To set a maximum plan of care duration for an organization, ensure you are logged in to Ambiki and on the main dashboard:  1. Click o...

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How to Add a Write-Off to An Invoice

How to add a write-off to an invoice    As an authorized user, you can write off a portion of a patient's invoice that will not be collected. Ambiki will then update the invoice balance and recor...

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What Are Skilled Interventions

What are skilled interventions    Q: What are skilled interventions in therapy?    A: Skilled interventions are specific therapeutic approaches requiring the knowledge, judgment, and skill of a l...

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Claim Cancellation

Claim Cancellation    Cancelling a claim is only available for claims previously accepted by the MCO, indicated by successful processing of both EDI 999 and EDI 277 forms. Rejected forms mean the...

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How to Enable and Require Selection of Skilled Interventions In Visit Note Documents

How to enable and require selection of skilled interventions in Visit note documents    To enable and require selection of skilled interventions in Visit note documents, ensure you are logged in ...

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How to View a Superbill In the Patient Portal

How to view a superbill in the patient portal    Once a superbill has been generated, Ambiki will automatically send the superbill to the patient portal. Please see our FAQ on how to generate a s...

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How to Customize Treatment Modifiers and Make Edits to Treatment Reports

How to customize treatment modifiers and make edits to treatment reports    To customize treatment modifiers and make edits to treatment reports, ensure you are signed in to Ambiki and on the mai...

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How to Access Clinical Documentation In the Patient Portal

How to access clinical documentation in the patient portal    The patient portal now includes a section within the ‘Documents’ tab to share signed clinical documentation including visit notes, ev...

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How to Enable Sharing of Clinical Documentation to the Patient Portal

How to enable sharing of clinical documentation to the Patient Portal    To enable sharing of clinical documentation to the patient portal, ensure you are logged in to Ambiki and on the main dash...

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How to Log a Facility Invoice For a Treatment Done In a Facility?

This FAQ goes over how to log a service entry at a location (like a school, daycare, headstart, etc.) that is billed directly to the facility (as compared directly to the insurance payer). • First ...

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How Do I View My Payroll Summary For This Period and Previous Payroll Periods?

To access your payroll information, click on the top-right hand corner and click 'Payroll'. This will allow you to see your current payment period, as well as previous payroll periods. [User center]

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How to Set Up Organization Payroll Period Settings?

To set up your payroll periods on Ambiki, go to the navigation bar on the left, and select Organization Menu-> Edit Organization. Then go to the 'Payroll' settings. From here you can setup the pa...

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