Ambiki FAQ

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Custom Forms – Your Questions Answered

Custom forms – 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 forms.  ...

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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...

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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...

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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...

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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...

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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...

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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...

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How to Add A Payment Method For Patient Responsibility

How to add a payment method 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 left navigation, click ...

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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...

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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...

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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...

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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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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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Ambiki Notifications: Setup and Management

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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