Ambiki FAQ

How to Add a Discipline to Your Personal Profile

Last updated: 04/25/2024
How to add a discipline to your personal profile To add a discipline to your personal profile, ensure you are logged in to Ambiki and on the main d...

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Populate Visit Notes to the Patient Portal

Last updated: 04/12/2024
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 main...

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

Last updated: 04/10/2024
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click on...

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How to Add a Referral to Ambiki

Last updated: 04/02/2024
How to Add a Referral to Ambiki Go the patient's profile that you want to add the referral for. Click Actions > Edit from the top left. Select Re...

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Create An Evaluation

Last updated: 04/02/2024
How to create an Evaluation? To create an Evaluation, 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 Diagnosis Code

Last updated: 04/02/2024
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 Do I Check In a Patient and How Does the Therapist Know They Are Checked In?

Last updated: 04/02/2024
If you are an administrator, when viewing the Schedule, you are able to "Check-in" a patient. Checking in a patient will create a notification for the t...

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Create Alerts

Last updated: 03/21/2024
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 ‘Patients...

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What is Special About Ambiki's Alerts?

Last updated: 03/21/2024
What is special about Alerts? The alerts feature provides valuable functionalities to streamline practice management and ensure timely actions. Let...

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How to Create a Payroll Invoice

Last updated: 03/19/2024
How to create a payroll invoice Ambiki automatically generates payroll invoices for your organization. These invoices are tailored to your specific...

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How to Add a Patient's Payment Method to Ambiki

Last updated: 03/13/2024
How to Add a Patient's Payment Method To add a patient payment method, please note you will need to add the payers your practice works with before you...

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Patient Portal Troubleshooting For Administrators

Last updated: 03/13/2024
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: Family...

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How to Add Skilled Interventions to a Plan of Care or Visit Note

Last updated: 03/11/2024
How to add Skilled Interventions to a Plan of Care or visit note To add a skilled intervention to a patient's plan of care, create a new plan of care...

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How to Create a New Permission Group On Ambiki

Last updated: 03/11/2024
Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clone o...

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How to Assign Permissions to Teammates Within Your Organization

Last updated: 03/11/2024
To assign permission groups and or individual permissions to teammates follow these four easy steps: Step 1: Org Menu>Teammates [Step 1: Org Menu> T...

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How to View or Export a Payroll Report

Last updated: 03/11/2024
• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or generate...

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How to Identify and Add Missing Service Rates?

Last updated: 03/11/2024
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 or...

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Generate a Superbill

Last updated: 03/08/2024
Generate a Superbill A Superbill is an itemized form for clinical providers which details services provided for a client, so that they can submit it to...

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How to Upload Physician Orders, Evaluations, and Other Various Types of Files to Ambiki

Last updated: 03/01/2024
There are several different places files can be uploaded if not created or received natively in Ambiki. Evalution: In the evaluations section of the p...

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

Last updated: 03/01/2024
The diagnosis codes offered on Physician Orders is to give practices some verbiage flexibility depending on when they are sending the order. The type of...

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

Last updated: 02/29/2024
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 to ...

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What Are Skilled Interventions

Last updated: 02/29/2024
What are skilled interventions Q: What are skilled interventions in therapy? A: Skilled interventions are specific therapeutic approaches requir...

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Claim Cancellation

Last updated: 02/29/2024
Claim Cancellation Cancelling a claim is only available for claims previously accepted by the MCO, indicated by successful processing of both EDI 9...

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

Last updated: 02/29/2024
How to enable and require selection of skilled interventions in Visit note documents To enable and require selection of skilled interventions in Vi...

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How to View a Superbill In the Patient Portal

Last updated: 02/29/2024
How to view a superbill in the patient portal Once a superbill has been generated, Ambiki will automatically send the superbill to the patient port...

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