Ambiki FAQ

How Do I Fax My Own PDF Document?

Last updated: 02/18/2025
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'.] ...

0

How Do I Manage Incoming Faxes?

Last updated: 02/17/2025
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...

0

How Do I Add Subscriptions to My Organization?

Last updated: 02/17/2025
How do I add Subscriptions to my Organization? To add a subscription to your organization, ensure you are signed in to Ambiki and on the main dashboa...

0

How Do I Use the Comment Section to Leave Comments and Tag Teammates Internally?

Last updated: 02/14/2025
In Ambiki, all clinical documents contain a Comments section where a user is able to make comments internally on the document (not appearing on the note...

0

Invite a Teammate to An Organization

Last updated: 02/14/2025
How to invite a Teammate an Organization? • Click on the dropdown on the top left side of the dashboard. • Select Teammates in the dropdown box. [Cl...

0

How to Add Practices and Providers to Your Practice Directory

Last updated: 02/12/2025
How to Add Practices and Providers to Your Practice Directory To save information from offices that your private practice works with, including fax nu...

0

How to Add a Discipline to Your Personal Profile

Last updated: 02/12/2025
How to add a discipline to your personal profile To add a discipline to your personal profile, ensure you are logged in to Ambiki and on the main d...

0

How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 02/11/2025
How to Remove All Permissions From a Teammate Within Your Organization To remove all permissions from a teammate within your organization follow these...

0

Manage An Organization’s Caseloads Display

Last updated: 02/11/2025
Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard. • In the Organization menu, select ‘Edit or...

0

How to Assign Permissions to Teammates Within Your Organization

Last updated: 02/11/2025
To assign permission groups and or individual permissions to teammates follow these four easy steps: Step 1: Org Menu>Teammates [Step 1: Org Menu> ...

0

How to View or Export a Payroll Report

Last updated: 02/10/2025
• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or generate...

0

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

Last updated: 02/10/2025
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 ...

0

Billing a Session

Last updated: 02/10/2025
To make billing a session with a patient as easy as possible, make sure you have both set up insurance billing and have set your organization's EMR sett...

0

How Do I Set and Verify Attendance For a Patient

Last updated: 02/07/2025
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...

0

How to Clear a Patient’s Attendance In the Schedule

Last updated: 02/07/2025
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 m...

0

How Do I Turn On Automated Insurance Billing So That My Claims Automatically Submit?

Last updated: 02/05/2025
To turn on automated billing: • Go to the organization menu dropdown. • Click on 'Edit Organization'. • Click on 'Organization EMR Settings'. • Sc...

0

How Do I Add Insurance Authorizations to Ambiki?

Last updated: 02/05/2025
To add authorization information to Ambiki, first go to the Patient's profile the authorization is for, then edit the patient. [Editing a patient pro...

0

What is a Treatment Report

Last updated: 02/04/2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of service...

0

Creating An Invoice From a Treatment Report

Last updated: 02/04/2025
Create A Treatment Report Invoice To create a treatment report invoice, you first need to create a treatment report. To learn how to create a treatmen...

0

Bill Insurance For a Session

Last updated: 02/04/2025
How Do I Bill Insurance For a Session? Note: If insurance is billed outside of Ambiki, please do not follow these instructions. Instead, please follow ...

0

How to Customize Treatment Modifiers and Make Edits to Treatment Reports

Last updated: 02/03/2025
How to customize treatment modifiers and make edits to treatment reports To customize treatment modifiers and make edits to treatment reports, ensu...

0

Claim Cancellation

Last updated: 02/03/2025
Claim Cancellation Cancelling a claim is only available for claims previously accepted by the MCO, indicated by successful processing of both EDI 9...

0

How to Add a Write-Off to An Invoice

Last updated: 01/24/2025
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...

0

How to Add a Copayment Amount to An Insurance Method

Last updated: 01/24/2025
How to add a copayment amount to an insurance method To add a copayment amount to an insurance method, ensure that you are logged in to Ambiki and ...

0

How to Create a Multi-Payer Claim For Primary and Secondary Insurance

Last updated: 01/24/2025
How to create a multi-payer claim for primary and secondary insurance When managing billing with multiple insurance providers, it's Important to or...

0

Welcome!

Search help article

204 articles