Ambiki FAQ

What is Special About the Goal Bank?

Last updated: 08/14/2024
What is special about the Goal Bank? The ‘goal bank’ feature offers a variety of specialized functionalities designed to streamline and enhance the go...

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What is Special About Visit Notes?

Last updated: 08/14/2024
What is special about Visit Notes? Visit Notes is a powerful tool that streamlines your note-taking process and helps you provide better care to you...

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Create a Visit Note

Last updated: 08/14/2024
How to create a Visit Note? To create a visit note, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click o...

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What is Special About Pacing?

Last updated: 08/14/2024
What is special about Pacing? Pacing is a powerful tool that helps you optimize patient care, stay on top of deadlines and mandates, and unlock unre...

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Add Your Signature and NPI Number

Last updated: 08/13/2024
How do I set up my signature and NPI number To set up your signature, ensure you are signed in to Ambiki and on the main dashboard: 1. On the top...

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How Do I Access a Ticket I Have Already Submitted?

Last updated: 08/13/2024
How do I access a ticket I have already submitted? The easiest way to access a support ticket that has already been submitted is to go to ‘Messages’ ...

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How Do I Edit or Delete a School Plan?

Last updated: 08/13/2024
How do I edit or delete a School plan? • Click 'Patients' on the left side navigation bar [Clicking on 'Patients' in the left navigation.] • Select...

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How Do I Add a School Plan?

Last updated: 08/13/2024
How do I add a School Plan? • Click 'Patients' on the left side navigation bar [Clicking on 'Patients' in the left navigation.] • Select a patient ...

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How to Bill a Private Pay Source On Ambiki

Last updated: 08/02/2024
To bill a credit card as a private pay source on Ambiki, first you will need to make sure you have your Stripe settings set up in Ambiki. Click here to ...

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

Last updated: 08/02/2024
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 p...

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

Last updated: 08/01/2024
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 curren...

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How to Set a Service Rate or a Pay Rate For a Specific Location or Facility (School, Daycare, Etc.)

Last updated: 08/01/2024
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 featu...

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How to Set Up Organization Payroll Period Settings?

Last updated: 08/01/2024
To set up your payroll periods on Ambiki, go to the navigation bar on the left, and select Organization Menu-> Edit Organization. [Editing your org...

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How to Export Payroll

Last updated: 08/01/2024
How to export payroll To export payroll, ensure you are logged in to Ambiki and on the main dashboard: 1. In the top right corner, click on the ‘Orga...

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How to Ensure Patient Portal Emails Are Sent to Legal Guardians

Last updated: 07/30/2024
To receive patient portal emails as a legal guardian, ensure the legal guardian is added with their email address in the patient's profile under the Con...

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How to Add An Intake Document to the Patient Portal

Last updated: 07/30/2024
How to add an Intake document to the Patient portal First ensure that you are signed in to Ambiki, and have added a parent/legal guardian to the patie...

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How to Access Clinical Documentation In the Patient Portal

Last updated: 07/25/2024
How to access clinical documentation in the patient portal The patient portal now includes a section within the ‘Documents’ tab to share signed clinic...

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Invite a Teammate to An Organization

Last updated: 07/22/2024
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. [te...

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Can a Legal Guardian Have Access to Multiple Patient Accounts Through the Patient Portal?

Last updated: 07/18/2024
Yes. A legal guardian overseeing multiple patient accounts (e.g., siblings) can access all these accounts using a single Patient Portal login. When ass...

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How Do I Set Up My Organization?

Last updated: 07/12/2024
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 gifte...

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How Do I Port My Ambiki Fax Number to Another Platform?

Last updated: 07/11/2024
How do I port my Ambiki fax number to another platform? To port your fax number from Ambiki to another service provider: 1. Use your business informa...

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How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 07/09/2024
How to Remove All Permissions From a Teammate Within Your Organization To remove all permissions from a teammate within your organization follow these...

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How Do I Test My Equipment Prior to a Teletherapy Session?

Last updated: 06/21/2024
How do I test my equipment prior to a teletherapy session? • Test & update your browser: https://www.whatismybrowser.com/ • Test your webcam, micro...

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Ambiki Notifications: Setup and Management

Last updated: 06/20/2024
How do I manage notifications Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can no...

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Set Up Insurance Companies You Work With On Ambiki

Last updated: 06/17/2024
Steps: 1. Before setting up insurance companies, set up your Provider Info and Service Rates . If you have already done this, you can skip to step 2 •...

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