Ambiki FAQ

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What is Special About the Goal Bank?

What is special about the Goal Bank?  The ‘goal bank’ feature offers a variety of specialized functionalities designed to streamline and enhance the goal-setting process. Let's explore the key fea...

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What is Special About Progress Tracking?

What is special about Progress Tracking?    The progress tracking feature offers a range of specialized functionalities designed to track and measure the progress of therapy sessions. Let's explor...

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Create A Billing Invoice

Create a Billing Invoice  To create a billing invoice, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left navigation, click on ‘Patients’.    [Clicking on 'Patients' in...

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Create a Discharge

How to create a Discharge?  To create a discharge, ensure you are signed in to Ambiki and on the main dashboard:   1. On the left navigation, click on ‘Patients’.    [Clicking on 'Patients' in th...

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How Do I Add Subscriptions to My Organization?

How do I add Subscriptions to my Organization?  To add a subscription to your organization, ensure you are signed in to Ambiki and on the main dashboard:  1. Click on the dropdown next to your or...

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Create Alerts

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’.     [Clicking on 'Patients' from the left...

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Create a Session Plan

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 on ‘Patients’.    [Clicking on 'Patients' i...

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Add Supervisors and Supervisees

Add Supervisors and Supervisees  To add your supervisors and supervisees, ensure you are signed in to Ambiki and on the main dashboard. Note that both supervisor and their supervisee will need to ...

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Add Your Signature and NPI Number

How do I set up my signature and NPI number    To set up your signature, ensure you are signed in to Ambiki and on the main dashboard:   1. On the top right-hand corner, click on your profile ima...

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Populate Visit Notes to the Patient Portal

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 dashboard: 1. On the left navigation, click ...

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What is Special About Visit Notes?

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 your patients. With a wide range of features des...

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Create a School Plan

How to create a School Plan?    To create a school plan, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left navigation, click on ‘Patients’.   [Clicking on 'Patients' i...

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What is Special About Billing?

What is special about Billing?    The billing feature offers a range of specialized functionalities designed to streamline and optimize the billing process. Let's explore the key features that mak...

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Set Up Pacing

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 ‘Patients’.    [Clicking on 'Patients' in the left n...

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Edit, Print or Delete a Caseload

How to edit, print or delete a Caseload Ensure you are signed in to Ambiki and on the main dashboard.     • On the left navigation, click on ‘Caseloads’.  [Selecting 'Caseloads in the left navi...

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Create a Caseload

How to create a Caseload Ensure you are signed in to Ambiki and on the main dashboard. A caseload is where administrators can add clients to therapist's schedules.    • Click on ‘Caseloads’ on th...

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Manage An Organization’s Caseloads Display

Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard.    • In the Organization menu, select ‘Edit organization’. [Clicking on 'Edit organizati...

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What is Special About Pacing?

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 unrealized revenue for your practice. With a rang...

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Create a Visit Note

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 on ‘Patients’.    [Clicking on 'Patients' in ...

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Create a Plan of Care

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, click on ‘Patients’.   [Clicking on 'Patients' i...

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Create An Evaluation

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 on ‘Patients’.  [Clicking on 'Patients' in t...

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Create a Patient Profile

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 navigation, click on ‘Patients’.      [Clicki...

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Upload Patients In Bulk

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 navigation, click on ‘Patients’.   [Clicking on 'Pati...

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Bill Insurance For a Session

How Do I Bill Insurance For a Session? Note: If insurance is billed outside of Ambiki, please do not follow these instructions. Instead, please follow the instructions in the FAQ here: Ambiki Help...

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What is a Treatment Report

A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of service, location, treating therapist, and services ...

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