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How to Add An Intake Document to the Patient Portal

Last updated: 07/23/2024
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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Who Gets Patient Portal Emails? How to Add a Legal Guardian.

Last updated: 07/23/2024
To receive patient portal emails, emails must be listed as 'Legal Guardians'  1. To add a legal guardian, go to the patient's profile, click Actions -> ...

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Invite a Teammate to An Organization

Last updated: 07/22/2024
How to invite a Teammate an Organization? • Click on the dropdown on the top left side of the dashboard.  • Select Teammates in the dropdown box. [te...

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How Do I Create and Fax a Physician Order?

Last updated: 07/15/2024
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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How Do I Set Up Faxing?

Last updated: 07/15/2024
How do I set up faxing? Note: Our faxing feature is part of the paid Professional plan. First, go to your Organization Menu, and then click 'Edit orga...

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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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Set Up A Private Pay Source/Stripe?

Last updated: 07/11/2024
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...

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How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 07/09/2024
How to Remove All Permissions From a Teammate Within Your Organization To remove all permissions from a teammate within your organization follow these...

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Ambiki Notifications: Setup and Management

Last updated: 06/20/2024
How do I manage notifications   Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can no...

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Claim Replacement

Last updated: 06/18/2024
Claim Replacement  Claims only need replacement if they have been accepted by the MCO. In this context, accepted is if the EDI 999 and EDI 277 are both...

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Set Up Insurance Companies You Work With On Ambiki

Last updated: 06/17/2024
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 •...

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Set Up Your Personal Profile

Last updated: 06/13/2024
Set up your Personal Profile    To edit your profile, ensure you are signed in to Ambiki and on the main dashboard. There are four sections of your pro...

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General Billing Sequence

Last updated: 06/13/2024
General billing sequence    This guide will walk you through the general billing sequence.     Part 1: Set-Up Checks  1. First, it's essential to add ...

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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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How to Receive Schedule Event Emails As a Parent or Guardian

Last updated: 06/07/2024
How to Receive Schedule Event Emails as a Parent or Guardian  Scheduled event/session email notifications are sent to the patient/parent/legal guardian...

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How to Generate a Facility Invoice

Last updated: 06/06/2024
How to Generate a Facility Invoice Before generating a facility invoice, please ensure the following have been completed: 1. The facility, school, or ...

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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 Check When Authorizations Are Expiring

Last updated: 05/30/2024
How to check when Authorizations are expiring    To check when an Authorization is expiring, ensure you are logged in to Ambiki and on the main dashbo...

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How to Edit a Claim File In Error

Last updated: 05/24/2024
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...

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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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How to Add A Payment Method For Patient Responsibility

Last updated: 05/22/2024
How to add a payment method for patient responsibility    To add a payment method for a patient, ensure you are signed in to Ambiki and on the main das...

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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 Do I Change or Correct a Signed Clinical Document

Last updated: 05/16/2024
How do I change or correct a signed clinical document  Once a clinical document (visit note, evaluation, plan of care, progress report or discharge) i...

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How Do I Add Subscriptions to My Organization?

Last updated: 05/14/2024
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 dashboa...

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Manage An Organization’s Caseloads Display

Last updated: 05/09/2024
Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard.    • In the Organization menu, select ‘Edit or...

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