How Do I Add Insurance Authorizations to Ambiki?

Last updated: August 01, 2025
To add authorization information to Ambiki, first go to the Patient's profile the authorization is for, then edit the patient.

 
image.png 182 KB



Click on insurance authorizations and add authorization


image.png 153 KB




Then add the authorization information. 
Start date: When does this authorization cover? 
End date: When does this authorization expire? 


Note, if you do not see the payer the authorization is for in the 'Payer' dropdown, please ensure this insurance company is an active payment method for this patient. 

Screenshot (483).png 54.5 KB







Authorizations can then be tracked from the organization billing dashboard as well as the logged in homepage dashboard.

image.png 30.9 KB