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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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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 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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How to View the Status of a Visit Note

Last updated: 09/05/2024
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:...

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How Do I View Patients By Patient Status In the Patient Dashboard

Last updated: 09/05/2024
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 ...

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How to Select Multiple Intake Documents For Upload

Last updated: 09/03/2024
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...

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How to Use Progress Tracking

Last updated: 09/03/2024
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...

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How to Add or Edit a Patient Status

Last updated: 09/03/2024
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:    ...

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