Ambiki FAQ

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 Diagnosis Code

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

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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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How Do I 'View' a Message or Access One I Have Already Sent?

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

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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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How Do I Fax My Own PDF Document?

Last updated: 08/01/2025
To fax your own PDF document, go to the Organization Admin Center (top right-hand corner) and click on Fax Directory. [Screenshot (500).png] ...

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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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What Are the Different Types of Diagnosis Codes I Can Add to a Physician Order?

Last updated: 08/01/2025
The diagnosis codes offered on Physician Orders is to give practices some verbiage flexibility depending on when they are sending the order. The type...

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How to Use Tenalog

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

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Ambiki’s Goal Bank: Key Features & How to Create Your Goals

Last updated: 08/01/2025
Ambiki's goal bank was created so that clinicians don't need to re-invent the wheel and start from scratch every time they write patient goals. You ...

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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 Do I Add Images and Definition to the Words I Just Created In the Word List?

Last updated: 08/01/2025
• Ensure you have permission to manage "words" and "definitions." • Use images that do not require payment to licensing, such as CreativeCommons.org;...

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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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Teletherapy Click Beacon™

Last updated: 08/01/2025
Teletherapy Click Beacon™ What is a click beacon? The click beacon is a safe and secure way to make resource and screen sharing more interactive...

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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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Patient Portal Troubleshooting For Administrators

Last updated: 08/01/2025
If you are an administrator working with a client on how to use the portal, here are some helpful tips for troubleshooting the portal. Problem: Fam...

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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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How to Add An Intake Document to the Patient Portal

Last updated: 08/01/2025
How to add an Intake document to the Patient portal First ensure that you are signed in to Ambiki, and have added a parent/legal guardian to the pa...

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How to View or Export a Payroll Report

Last updated: 08/01/2025
• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or gener...

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