Ambiki FAQ

How Do I Use the 'Important Notes Field' In the Patient Profile

How Do I Use the 'Important Notes Field' in the Patient Profile To use the notes field for a patient, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, ...

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How to Distinguish Between Client and Clinic Cancellations

How to distinguish between client and clinic cancellations Ambiki users now have the ability to efficiently manage attendance and make a clear distinction between clinic-initiated and patient-i...

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How Do I Manage Notifications

How do I manage notifications Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can now be delivered to you in the bell icon on the...

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How to Merge Duplicate Patients

How to merge duplicate patients To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard: 1. Click on the Organization admin icon on the top right-hand side and...

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How to Change Your Default Views On the Schedule

How to change your default views on the schedule To change your default views on the schedule, ensure you are signed in to Ambiki and on the main dashboard: 1. Click on your personal profile...

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How Do I Set and Verify Attendance For a Patient

How do I set and verify attendance for a patient To set and verify attendance for a patient, ensure you’re logged in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Sc...

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How to Bill a Private Pay Source On Ambiki

To bill 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 learn how to set up Stripe. Once you have set up Stripe, fol...

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How to Add An Intake Document to the Patient Portal

How to add an intake document to the patient portal To add an intake document to the patient portal, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation...

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How Do I Use Quick Phrases?

How to use Quick Phrases Quick Phrases can be used on any clinical documentation but for the purposes of demonstration we will use visit notes as an example. To use Quick Phrases ensure you’re...

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Searching Minimal Pairs

You can easily search for minimal pairs on Ambiki by visiting https://ambiki.com/minimal-pairs. The easiest way to search is to add a minimal pair you have in mind (choose two example words that d...

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How to Add Billing Provider Information and Default Service Rates

How to add a Billing Provider, service rates and add treatment modifiers Information you will need to add a billing provider and service rates: • Your organizations tax ID number (EIN) • Contact ...

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How to Create a Custom Form

How to create a custom form To create a custom form, ensure you are signed in to Ambiki and on the main dashboard: 1. On the top left-hand side click on ‘Organization menu’ and select ‘Custom...

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How to Create An Intake Document

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 left-hand side click on ‘Organization menu’ and ...

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How Do I Turn On Automated Insurance Billing So That My Claims Automatically Submit?

To turn on automated billing: • Go to the organization menu dropdown • Click on 'Edit Organization' • Click on 'Organization EMR Settings' • Scroll to the bottom to Insurance Billing • Select from...

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Manage Your Organization's Insurance Billing Settings

Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when electronic claims are created and submitted to ...

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Billing a Session

To make billing a session with a patient as easy as possible, make sure you have both set up insurance billing and have set your organization's EMR settings. These two steps ensure Ambiki has enoug...

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Why Can't I Hear My Client During a Teletherapy Session?

Why can't I hear my client during a Teletherapy session? There may have been another device plugged into the computer at some point. You can have them change the input of the microphone under sett...

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Progress Tracking: Goals Vs. Therapy Activities Vs. Trials

Understanding the differences of goals, therapy activities, and trials on Ambiki will help you get the most out of Ambiki's various progress tracking features. Long Term Goals Long term goals shou...

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Manage Your Personal Settings

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-hand corner, click on your profile image and sel...

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What is Special About the Communication Log?

What is special about the Communication Log? The Communication Log feature offers a convenient and comprehensive platform to document interactions with clients and their families. Let’s explore...

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Set Up Your Personal Profile

Set up your Personal Profile To edit your profile, ensure you are signed in to Ambiki and on the main dashboard. There are four sections of your profile that are required prior to being able to...

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Schedule a Single or Recurring Event

How to Schedule a single or recurring event To schedule an event, ensure you are signed in to Ambiki and on the main dashboard: • On the left navigation, click on ‘Schedule’. [Clicking...

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How to Use Progress Tracking

How to use Progress Tracking To use progress tracking, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patients’. [Clicking on 'Patients' i...

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What is Special About Session Planning?

What is special about Session Planning? The session planning feature offers a unique combination of AI technology and therapist-curated content to streamline and enhance the session planning pr...

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What is Special About the Schedule?

What is special about the Schedule? The Schedule feature offers a range of powerful tools and functionalities designed to streamline and optimize the scheduling process. Let's explore its key f...

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