Ambiki FAQ

Create a Session Plan

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

0

How to View/index Medical Records At Your Practice?

Last updated: 08/01/2025
In addition to viewing documentation located in the patient's profile there are several documentation dashboards an administrator can visit to view a...

0

How Does Consolidated Invoicing Work (Monthly/Weekly)

Last updated: 08/01/2025
How does consolidated invoicing work Invoice consolidation allows you to combine multiple invoices for a patient over a specified time period in...

0

How to Configure Your SMS Appointment Reminder Settings

Last updated: 07/17/2025
How to configure Your SMS Appointment Reminder Settings Reminder settings with SMS: While waiting for the campaign to be finalized you are able...

0

How to Edit a Claim File In Error

Last updated: 06/12/2025
How to edit a claim file in error Sometimes a claim file does not have all the information it needs to be sent out successfully. This may result in...

0

How to Set Up My Organization For SMS Reminders

Last updated: 04/25/2025
How to set up my organization for SMS reminders First navigate to SMS Settings by going to Organization Menu -> Edit Organization > SMS Setti...

0

How Do I Add SMS Reminders to My Subscription

Last updated: 04/25/2025
How do I add SMS Reminders to my subscription Adding SMS reminders to your subscription has an initial set up fee of $250. There is also a monthl...

0

Set Up A Private Pay Source/Stripe?

Last updated: 03/25/2025
How Do I Set Up a Private Pay Source/Stripe? To set up a private pay source, ensure you are logged in to Ambiki and on the main dashboard: 1. Click o...

0

What is Special About Ambiki's Alerts?

Last updated: 03/18/2025
What is special about Alerts? The alerts feature provides valuable functionalities to streamline practice management and ensure timely actions. Let...

0

Dashboard Overview

Last updated: 02/26/2025
Dashboard Overview When you first log in, you’ll land on your Home Dashboard. Here, you’ll typically see: • Summary alerts (e.g., “No active physicia...

0

How to Customize Treatment Modifiers and Make Edits to Treatment Reports

Last updated: 02/03/2025
How to customize treatment modifiers and make edits to treatment reports To customize treatment modifiers and make edits to treatment reports, ensu...

0

Corrected Claims: Cancellation Vs. Replacement Vs. Reinvoicing

Last updated: 01/22/2025
Corrected Claims: Cancellation vs. Replacement vs. Reinvoicing Which option is best for the circumstance? Replacement If a claim was sent wit...

0

Set Up Insurance Companies You Work With On Ambiki

Last updated: 11/26/2024
Steps: 1. Before setting up insurance companies, set up your Provider Info and Service Rates . If you have already done this, you can skip to step 2 •...

0

Edit, Print or Delete a Caseload

Last updated: 09/16/2024
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...

0

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...

0

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 ...

0

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,...

1

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...

0

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...

0

Custom Forms – Your Questions Answered

Last updated: 05/17/2024
Custom forms – Your Questions Answered 1. How do the improved visibility controls work? Answer: The "Hidden if empty" message will now appear on...

0

Feeding Claim Rejected - Diagnosis Code R63.3 - Your Questions Answered

Last updated: 05/09/2024
Feeding Claim Rejected - Diagnosis Code R63.3 - Your questions answered Scenario: I attempted to submit a feeding claim, and in the EDI 277s cla...

0

How Do I Add a Credit Card Through the Patient Portal As a Parent/Legal Guardian

Last updated: 04/29/2024
How do I add a credit card through the patient portal as a parent/legal guardian To add a credit card to the patient portal as a parent/guardian, ...

0

How to Edit Default Service Rates & Specific Insurance Service Rates

Last updated: 04/29/2024
How to edit default service rates & specific insurance service rates Default service rates will be the default rates for all services provided under ...

0

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...

0

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...

0

Welcome!

Search help article

130 articles