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How Do I Set My Preferred Visit Note Type

Last updated: 08/01/2025
How do I set my preferred visit note type    Ambiki allows users to customize their default visit note type, while also offering the flexibility to...

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Invite a Teammate to An Organization

Last updated: 08/01/2025
How to invite a Teammate an Organization? • Click on the dropdown on the top left side of the dashboard.  • Select Teammates in the dropdown box. ...

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How Do I Set Up Faxing?

Last updated: 08/01/2025
How do I set up faxing? Note: Our faxing feature is part of the paid Professional plan. First, go to your Organization Menu, and then click 'Edit o...

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How Do I Create a General Note For a Patient

Last updated: 08/01/2025
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-relate...

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How to Correct Missing Referring Provider Information

Last updated: 08/01/2025
How to correct missing referring provider information    To correct missing referring provider information, ensure you are logged in to Ambiki and ...

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How to Set a Service Rate or a Pay Rate For a Specific Location or Facility (School, Daycare, Etc.)

Last updated: 08/01/2025
After adding locations that your organization works with, you can then set their service rates, as well as pay rates if you are utilizing payroll fe...

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Manage Your Organization's Insurance Billing Settings

Last updated: 08/01/2025
Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when...

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Bill Insurance For a Session

Last updated: 08/01/2025
How Do I Bill Insurance For a Session? Note: If insurance is billed outside of Ambiki, please mark the treatment report as mark as treatment report ...

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What is Special About Pacing?

Last updated: 08/01/2025
What is special about Pacing?    Pacing is a powerful tool that helps you optimize patient care, stay on top of deadlines and mandates, and unlock u...

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How to Add or Edit a Patient Status

Last updated: 08/01/2025
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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Create a Visit Note

Last updated: 08/01/2025
How to create a Visit Note?  To create a visit note, ensure you are signed in to Ambiki and on the main dashboard:   1. On the left navigation, clic...

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Set Up Pacing

Last updated: 08/01/2025
How to set up Pacing?    To set up pacing, ensure you are signed in to Ambiki and on the main dashboard:   1. On the left navigation, click on ‘Pati...

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Populate Visit Notes to the Patient Portal

Last updated: 08/01/2025
How do I populate Visit Notes to the Patient Portal?  To populate visit notes to the patient portal, ensure you are signed in to Ambiki and on the m...

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Manage An Organization’s Caseloads Display

Last updated: 08/01/2025
Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard.    • In the Organization menu, select ‘Edit...

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How to Enable and Require Selection of Skilled Interventions In Visit Note Documents

Last updated: 08/01/2025
How to enable and require selection of skilled interventions in Visit note documents    To enable and require selection of skilled interventions in...

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How to View All Documentation That Has Not Been Signed or Needs Billing Information Added

Last updated: 08/01/2025
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click...

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How Do I View My Payroll Summary For This Period and Previous Payroll Periods?

Last updated: 08/01/2025
To access your payroll information, click on your profile icon on the top-right hand corner and click 'Payroll'. This will allow you to see your cur...

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How to Switch Organizations

Last updated: 08/01/2025
How to switch organizations    To switch organizations, ensure you are signed in to Ambiki and on the main dashboard:      • Click on the ‘Organizat...

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How to Ensure Patient Portal Emails Are Sent to Legal Guardians

Last updated: 08/01/2025
To receive patient portal emails as a legal guardian, ensure the legal guardian is added with their email address in the patient's profile under the ...

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How to Identify and Add Missing Service Rates?

Last updated: 08/01/2025
As an organization admin, you are able to see if there are any services being accidentally billed at your practice that you don't have a service rate...

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How to Log a Facility Invoice For a Treatment Done In a Facility? (Non-Standard Service Entry)

Last updated: 08/01/2025
This FAQ goes over how to log a service entry at a location (like a school, daycare, headstart, etc.) that is billed directly to the facility (as com...

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Create Alerts

Last updated: 08/01/2025
How to create Alerts  To create an alert, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left navigation, click on ‘Patie...

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How to Set a Max Plan of Care Duration For An Organization

Last updated: 08/01/2025
How to set a max plan of care duration for an organization    To set a maximum plan of care duration for an organization, ensure you are logged in ...

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What is Special About Visit Notes?

Last updated: 08/01/2025
What is special about Visit Notes?    Visit Notes is a powerful tool that streamlines your note-taking process and helps you provide better care to ...

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Manage Your Personal Settings

Last updated: 08/01/2025
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-...

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