Ambiki FAQ
Search help article
120 articles
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 your profile icon on the top-right hand corner and click 'Payroll'. This will allow you to see your current payment period, as well as previous payroll...
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 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 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 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...
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 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 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...
How to Batch Download and Print Patient's Documents: A Step-By-Step Guide
How to batch download and print patient's documents: A step-by-step guide To batch download and print patient documents, ensure you are signed in to Ambiki and on the main dashboard: 1. On the l...
How to Add Diagnosis Codes to Your Custom Forms
How to add diagnosis codes to your custom forms *See our FAQ on how to create a custom form to learn how to navigate to custom forms from the main dashboard. Please ensure that you have eit...
Who Gets Patient Portal Emails?
To receive patient portal emails, emails must be listed as 'Legal Guardians' 1. To add a legal guardian, go to the patient's profile, hit Actions -> Edit 2. Go to the Contact Info section 3. Clic...
I Was Logged Out and Lost My Work. How Do I Retrieve My Notes With Autosave
I was logged out and lost my work. How do I retrieve my notes with autosave The autosave feature in Ambiki ensures that you won't have to stress about losing your work due to issues like a bad in...
How to Manage Physician Orders
How to manage Physician Orders The "Physician orders" feature in Ambiki allows therapists to easily create and send physician orders to the patient's primary care physician for review and appr...
How Do I Set Up Faxing?
First, go to your Organization Menu, and then click 'Edit organization' [Organization Menu] Next, go to 'Faxing Settings'. From here, you can either instantly generate a fax number on Ambiki, o...
How Do I Create and Fax a Physician Order?
Create and Fax a Physician Order 1.) Go to the patient you wish to generate the order for 2.) Click on the "Physician Order" section 3.) Select what type of order needs to be generated (which d...
How to Update Your Ambiki Subscription Payment Method
How to Update Your Ambiki Subscription Payment Method Visit: https://ambiki.com/customer-payment-methods or follow the steps below We recommend adding a new payment method before removing an olde...
Browse FAQs
Tag
- Account Creation (2)
- Account Management (5)
- Activity Lists (8)
- Alerts (2)
- Ambiki Free Features (4)
- Assessment (2)
- Attendance (3)
- Autosave (1)
- Billing (33)
- Caseloads (3)
- Custom Forms (9)
- Diagnosis Codes (2)
- Discharge (3)
- Discipline (1)
- EMR (120)
- Evaluations (7)
- Faxing (5)
- Games (1)
- General (13)
- Goal Bank (1)
- Green Screen (1)
- Intake Document (5)
- Kiki Creates (1)
- Minimal Pairs (2)
- Organization Management (15)
- Patient Documents (4)
- Patient Portal (6)
- Patient Profiles (10)
- Payroll (5)
- Permissions (3)
- Physician Orders (3)
- Plan of Care (8)
- Progress Report (3)
- Progress Tracking (4)
- Quick Phrases (1)
- Resource (4)
- Schedule (11)
- School Plans (3)
- Screen Share (2)
- Session Planning (2)
- Subscriptions (2)
- Teletherapy (37)
- Tenalog (1)
- Visit Notes (12)
- Visual Schedule (2)
- Word List (1)