Ambiki FAQ

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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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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How to View Missed Visits In the Patient Progress Heat Map

Last updated: 09/02/2024
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 Ambik...

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How Are Treatment Reports Updated When An ERA Includes Non-Payments and Payment Denials?

Last updated: 08/30/2024
The Treatment Report payment status will reflect the current state in its life cycle. In the case where an electronic claim does not receive payment fro...

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How to Merge Duplicate Patients

Last updated: 08/23/2024
How to merge duplicate patients To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard: 1. Click on the Organizat...

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How to Change Your Default Views On the Schedule

Last updated: 08/23/2024
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 d...

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How to Add and Charge For Cancellation and No-Show Fees

Last updated: 08/22/2024
How to add and charge for cancellation and no-show fees To add a charge for a cancellation or no-show: • Create an invoice. If you need guidance,...

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How Do I Create and Fax a Physician Order?

Last updated: 08/20/2024
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...

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What is Special About the Communication Log?

Last updated: 08/14/2024
What is special about the Communication Log? The Communication Log feature offers a convenient and comprehensive platform to document interactions w...

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What is Special About Session Planning?

Last updated: 08/14/2024
What is special about Session Planning? The session planning feature offers a unique combination of AI technology and therapist-curated content to s...

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