Ambiki FAQ

Ambiki’s Goal Bank: Key Features & How to Create Your Goals

Last updated: 01/08/2025
Ambiki's goal bank was created so that clinicians don't need to re-invent the wheel and start from scratch every time they write patient goals. You can...

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How to Edit a Claim File In Error

Last updated: 01/03/2025
How to edit a claim file in error Sometimes a claim file does not have all the information it needs to be sent out successfully. This may result in...

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Manage Your Organization's Insurance Billing Settings

Last updated: 12/19/2024
Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when el...

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Set Up Insurance Companies You Work With On Ambiki

Last updated: 11/26/2024
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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How to Resubmit a Rejected Billing Claim

Last updated: 11/25/2024
How to resubmit a rejected billing claim 1. If a claim has been rejected, you can find the reason for rejection by clicking the link next to the re...

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How Do I Change or Correct a Signed Clinical Document

Last updated: 11/11/2024
How do I change or correct a signed clinical document Once a clinical document (visit note, evaluation, plan of care, progress report or discharge) i...

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Add Supervisors and Supervisees

Last updated: 09/18/2024
Add Supervisors and Supervisees To add your supervisors and supervisees, ensure you are signed in to Ambiki and on the main dashboard. Note that both ...

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Manage Your Personal Settings

Last updated: 09/17/2024
Manage your Personal Settings To manage your personal settings, ensure you are signed in to Ambiki and on the main dashboard: • On the top right-han...

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Set Up A Private Pay Source/Stripe?

Last updated: 09/16/2024
How Do I Set Up a Private Pay Source/Stripe? To set up a private pay source, ensure you are logged in to Ambiki and on the main dashboard: 1. Click o...

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Edit, Print or Delete a Caseload

Last updated: 09/16/2024
How to edit, print or delete a Caseload Ensure you are signed in to Ambiki and on the main dashboard. • On the left navigation, click on ‘Caseloads...

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Create a School Plan

Last updated: 09/16/2024
How to create a School Plan? To create a school plan, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, clic...

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Create a Session Plan

Last updated: 09/16/2024
How to create a Session Plan To create a session plan, ensure you are logged in to Ambiki and on the main dashboard: 1. On the left navigation, click...

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Create a Plan of Care

Last updated: 09/16/2024
How to create a Plan of Care? To create a Plan of care, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, clic...

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Create a Discharge

Last updated: 09/12/2024
How to create a Discharge? To create a discharge, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ...

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Upload Patients In Bulk

Last updated: 09/12/2024
How do I upload patients in bulk? To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigatio...

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How to View/index Medical Records At Your Practice?

Last updated: 09/12/2024
In addition to viewing documentation located in the patient's profile there are several documentation dashboards an administrator can visit to view all ...

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How to Create An Intake Document

Last updated: 09/12/2024
How to create an intake document To create an intake document, ensure you are signed in to Ambiki and on the main dashboard: 1. On the top lef...

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How to Add Diagnosis Codes to Your Custom Forms

Last updated: 09/12/2024
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 ...

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How to Hide Your Organization’s Details In the PDF Header

Last updated: 09/10/2024
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...

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How to Ensure Time Zones Are Aligned For Accurate Clinical Documentation

Last updated: 09/10/2024
How to Ensure Time Zones Are Aligned for Accurate Clinical Documentation Ambiki uses three different time zone settings: Clinic Time Zone: This ...

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How to Manage Physician Orders

Last updated: 09/09/2024
How to manage Physician Orders The "Physician orders" feature in Ambiki allows therapists to easily create and send physician orders to the patient...

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How to Create a New Patient From the Patient Status Tabs

Last updated: 09/09/2024
How to create a new patient from the patient status tabs To create a new patient from the patient status tabs, ensure you are logged in to Ambiki an...

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How Do I 'View' a Message or Access One I Have Already Sent?

Last updated: 09/05/2024
How do I view a message or access one I have already sent To view a message or access one you have already sent, ensure you are logged in to Ambiki ...

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How Do I Assign Someone to a Support Message?

Last updated: 09/05/2024
How do I assign someone to a support message To assign someone to a support message, ensure you are signed in to Ambiki and on the main dashboard: ...

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Create a Patient Profile

Last updated: 09/05/2024
How to create a Patient Profile on Ambiki To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left n...

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