Ambiki FAQ

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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What is Special About Visit Notes?

Last updated: 08/14/2024
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 you...

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Create a Visit Note

Last updated: 08/14/2024
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, click o...

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What is Special About Pacing?

Last updated: 08/14/2024
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 unre...

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How Do I Access a Ticket I Have Already Submitted?

Last updated: 08/13/2024
How do I access a ticket I have already submitted? The easiest way to access a support ticket that has already been submitted is to go to ‘Messages’ ...

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How Do I Edit or Delete a School Plan?

Last updated: 08/13/2024
How do I edit or delete a School plan? • Click 'Patients' on the left side navigation bar [Clicking on 'Patients' in the left navigation.] • Select...

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How Do I Add a School Plan?

Last updated: 08/13/2024
How do I add a School Plan? • Click 'Patients' on the left side navigation bar [Clicking on 'Patients' in the left navigation.] • Select a patient ...

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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: 08/01/2024
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 featu...

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How to Export Payroll

Last updated: 08/01/2024
How to export payroll To export payroll, ensure you are logged in to Ambiki and on the main dashboard: 1. In the top right corner, click on the ‘Orga...

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How to Add An Intake Document to the Patient Portal

Last updated: 07/30/2024
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 patie...

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How to Access Clinical Documentation In the Patient Portal

Last updated: 07/25/2024
How to access clinical documentation in the patient portal The patient portal now includes a section within the ‘Documents’ tab to share signed clinic...

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Can a Legal Guardian Have Access to Multiple Patient Accounts Through the Patient Portal?

Last updated: 07/18/2024
Yes. A legal guardian overseeing multiple patient accounts (e.g., siblings) can access all these accounts using a single Patient Portal login. When ass...

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How Do I Set Up My Organization?

Last updated: 07/12/2024
How Do I Set Up My Organization on Ambiki Note: some of our EMR features require a paid Professional plan and are not available during a trial or gifte...

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How Do I Port My Ambiki Fax Number to Another Platform?

Last updated: 07/11/2024
How do I port my Ambiki fax number to another platform? To port your fax number from Ambiki to another service provider: 1. Use your business informa...

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How Do I Test My Equipment Prior to a Teletherapy Session?

Last updated: 06/21/2024
How do I test my equipment prior to a teletherapy session? • Test & update your browser: https://www.whatismybrowser.com/ • Test your webcam, micro...

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How to Submit a Pending Claim File

Last updated: 06/11/2024
How to submit a pending claim file You can submit a pending claim file in two ways: 1. Directly from a treatment report. 2. From the 837 Profes...

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What is Special About Progress Tracking?

Last updated: 06/03/2024
What is special about Progress Tracking? The progress tracking feature offers a range of specialized functionalities designed to track and measure t...

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How to Enable or Disable the Automatic Submission of Secondary Claims

Last updated: 05/22/2024
How to enable or disable the automatic submission of secondary claims The secondary claims submission setting provides users with control over the au...

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