Ambiki FAQ
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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 ...
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...
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 ...
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...
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 ...
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...
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 ...
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:
...
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...
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:...
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 ...
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...
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...
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:
...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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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