Ambiki FAQ

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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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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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...

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How to Schedule For Another Therapist

Last updated: 05/09/2024
How to schedule for another therapist To schedule an event for another therapist, ensure that you are logged in to Ambiki and on the main dashboard...

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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...

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Understanding the Event Status Icons On the Schedule Calendar

Last updated: 05/09/2024
Understanding the Event Status Icons on the Schedule Calendar The Schedule calendar has been updated with new visual indicators to help you quickly...

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How to Add An Insurance Card Image to the Patient Portal

Last updated: 05/05/2024
How to add an insurance card image to the patient portal **Before uploading an insurance card image to the patient portal, please confirm that 'ins...

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How to Add or Edit a Treatability Status

Last updated: 04/30/2024
How to add or edit a treatability status To add or edit a treatability status for a patient, ensure you are signed in to Ambiki and on the main dash...

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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, ...

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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 ...

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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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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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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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