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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...
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...
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 ...
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]
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 p...
How to Set a Service Rate or a Pay Rate For a Specific Location or Facility (School, Daycare, Etc.)
After adding locations that your organization works with, you can then set their service rates, as well as pay rates if you are utilizing payroll features. To learn more about adding facilities, s...
How to Add Facilities, Schools, & Other Locations to Your Practice.
Step 1: Navigate to 'Organization Menu' [Step 1: Navigate to 'Organization Menu'] Step 2: Click 'Edit organization' [Step 2: Click 'Edit organization'] Step 3: Select 'Locations' [Step 3: Se...
How Do I Change or Correct a Signed Clinical Document
How do I change or correct a signed clinical document Once a clinical document (visit note, evaluation, plan of care, progress report or discharge) is signed, you will not be able to edit this d...
How to Use Kiki Creates
How to use Kiki Creates To use Kiki creates, ensure you are logged in to Ambiki and on the main dashboard: 1. In the left navigation, click on ‘Therapy tools’. [Link to Therapy tools in...
How to Use Tenalog
How to use Tenalog To use Tenalog, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patients’. [Link to 'Patients' in the left...
How to Add a Patient's Payment Method to Ambiki
How to Add a Patient's Payment Method To add a patient payment method, please note you will need to add the payers your practice works with before you can select them as payment sources on Ambiki...
How Do I Add Insurance Authorizations to Ambiki?
To add authorization information to Ambiki, first go to the Patient's profile the authorization is for, then go to the Payments tab at the top. [Patient profile] Once you are on the Payments ...
How Do I Manage Incoming Faxes?
Depending on what notification settings you have, and what permissions were given to you at your organization, when a fax is received by your organization, applicable teammates will receive a notif...
How Do I Check In a Patient and How Does the Therapist Know They Are Checked In?
If you are an administrator, when viewing the Schedule, you are able to "Check-in" a patient. Checking in a patient will create a notification for the therapist in their account that tells them the...
How Do I Use the Comment Section to Leave Comments and Tag Teammates Internally?
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 itself). Users can also tag other teammates,...
How to Schedule For Another Therapist
How to schedule for another therapist To schedule an event for another therapist, ensure that you are logged in to Ambiki and on the main dashboard: 1. Click on ‘Schedule’ in the left nav...
How to Bill Private Pay Only, Insurance Pay Only & Combination Insurance and Private Pay
How to bill Private pay only, Insurance pay only & Combination Insurance and Private pay Private pay only (patient/legal guardian pays with cash, credit/debit card, check, mobile) or insurance bil...
Patient Portal Troubleshooting For Administrators
If you are an administrator working with a client on how to use the portal, here are some helpful tips for troubleshooting the portal. Problem: Family reports they haven't received any emails for...
How to View/index Medical Records At Your Practice?
In addition to viewing documentation located in the patient's profile there are several documentation dashboards an administrator can visit to view all of the documentation at the practice. To ac...
How to Add a Referral to Ambiki
How to Add a Referral to Ambiki Go the patient's profile that you want to add the referral for. Click Actions > Edit from the top left. Select Referrals on the left side. Add information ...
How to Add An Insurance Card Image to the Patient Portal
How to add an insurance card image to the patient portal **Before uploading an insurance card image to the patient portal, please confirm that 'insurance' is added as a payment method in the p...
How Do I Set Up My Organization When Creating a New Account On Ambiki?
How Do I Set Up My Organization on Ambiki Note: some of our EMR features require a paid Professional plan and are not available during a trial or gifted plan. When you begin your professional pla...
How Do I Use the Schedule Admin View and Filter Options
How do I use the Schedule admin view and filter options To use the Schedule admin view and filter options, ensure you are logged in to Ambiki and on the main dashboard: 1. Click on ‘Schedule’...
How to Hide Your Organization’s Details In the PDF Header
How to hide your organization’s details in the PDF header To hide your organization’s details in the PDF header, ensure you are logged in to Ambiki and on the main dashboard: 1. Click on ‘Or...
Claim Replacement
Claim Replacement Claims only need replacement if they have been accepted by the MCO. In this context, accepted is if the EDI 999 and EDI 277 are both Accepted. If either the EDI 999 or EDI 277...
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