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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...
How Do I Fax My Own PDF Document?
To fax your own PDF document, go to the Organization Admin Center (top right-hand corner) and click on Fax Directory [Organization Admin Button] Click on "Fax a Document" [Fax a document] Add ...
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...
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...
How to Add Practices and Providers to Your Practice Directory
How to Add Practices and Providers to Your Practice Directory To save information from offices that your private practice works with, including fax numbers, provider information, and other detail...
How to Add My Branding or a Logo to My Documentation
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How Do I Add a Credit Card Through the Patient Portal As a Parent/Guardian
How do I add a credit card through the patient portal as a parent/guardian To add a credit card to the patient portal as a parent/guardian, ensure you are logged in to Ambiki and on the patie...
How Do I Use the Custom Forms Editor
How do I use the custom forms editor Welcome to our FAQ on how to use the custom forms editor. This guide will walk you through the key features of the editor through three short tutorial videos. ...
How Do I Automatically Populate a Patient Profile From Intake Documents
How do I automatically populate a patient profile from Intake Documents Ambiki allows patient profile data to be automatically imported from custom form intake documents. When an admin is creat...
Intake Documents – Your Questions Answered
Intake Documents – Your Questions Answered 1. How do the improved visibility controls work? Answer: The "Hidden if empty" message will now appear only when creating or modifying custom form...
How to Create a New Patient From the Patient Status Tabs
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 and on the main dashboard: 1. On the left nav...
How Do I Create a General Note For a Patient
How do I create a general note for a patient General notes in Ambiki are used to provide flexibility for capturing a wide range of patient-related information, from updates to observations. H...
How to Select Multiple Intake Documents For Upload
How to select multiple intake documents for upload To select multiple intake documents for upload to the patient portal, ensure you are signed in to Ambiki and on the main dashboard: 1. On the...
How to View the Status of a Visit Note
How to view the status of a visit note To view the status of a visit note, ensure you are signed to Ambiki and ensure you are on the main dashboard: 1. On the left navigation, click on ‘Patien...
How to Clear a Patient’s Attendance In the Schedule
How to clear a patient’s attendance in the schedule To clear a patient’s attendance in the schedule, ensure you are logged in to Ambiki and on the main dashboard: 1. In the left navigation, cl...
How Do I View Patients By Patient Status In the Patient Dashboard
How do I view patients by patient status in the patient dashboard To view patients by patient status in the patient dashboard, ensure you’re logged in to Ambiki and on the main dashboard: 1. I...
How to Add An Insurance Method and a Credit Card For Patient Responsibility
How to add an insurance method and a credit card for patient responsibility To add a payment method for a patient, ensure you are signed in to Ambiki and on the main dashboard: 1. On the le...
How to Add or Edit a Patient Status
How to add or edit a patient status To add or edit a patient status for a patient, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patient...
How to Add or Edit a Treatability Status
How to add or edit a treatability status To add or edit a treatability status for a patient, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click o...
How to Add or Edit a Diagnosis Code
How to add or edit a diagnosis code To add or edit a diagnosis code for a patient, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patient...
How to View Missed Visits In the Patient Progress Heat Map
How to view missed visits in the patient progress heat map To view missed visits in the patient progress heat map, ensure you are signed in to Ambiki and on the main dashboard: 1. On the le...
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