Ambiki FAQ

Schedule a Single or Recurring Event

Last updated: 08/15/2025
How to Schedule a single or recurring event To schedule an event, ensure you are signed in to Ambiki and on the main dashboard: • On the left navi...

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Create a Plan of Care

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

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What is Special About the Communication Log?

Last updated: 08/01/2025
What is special about the Communication Log? The Communication Log feature offers a convenient and comprehensive platform to document interaction...

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Offboarding: How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 08/01/2025
How to Remove All Permissions From a Teammate Within Your Organization When a therapist leaves an organization, you can remove all of their permiss...

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How to Batch Download and Print Patient's Documents: A Step-By-Step Guide

Last updated: 08/01/2025
How to batch download and print patient's documents: A step-by-step guide To batch download and print patient documents, ensure you are signed in t...

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How to Set Up Organization Payroll Period Settings?

Last updated: 08/01/2025
To set up your payroll periods on Ambiki, go to the navigation bar on the left, and select Organization Menu-> Edit Organization. [Screenshot (5...

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How Do I View Patients By Patient Status In the Patient Dashboard

Last updated: 08/01/2025
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 logg...

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Claim Replacement

Last updated: 08/01/2025
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 b...

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How to View Missed Visits In the Patient Progress Heat Map

Last updated: 08/01/2025
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 Am...

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Ambiki Notifications: Setup and Management

Last updated: 08/01/2025
How do I manage notifications Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can...

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How to Create a New Permission Group On Ambiki

Last updated: 08/01/2025
Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clon...

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Create a School Plan

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

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How to Merge Duplicate Patients

Last updated: 08/01/2025
How to merge duplicate patients To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard: 1. Click on the Organi...

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How Do I Use the Custom Forms Editor

Last updated: 08/01/2025
How do I use the custom forms editor Welcome to our FAQ on how to use the custom forms editor. This guide will walk you through the key features of ...

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I Was Logged Out and Lost My Work. How Do I Retrieve My Notes With Autosave

Last updated: 08/01/2025
I was logged out and lost my work. How do I retrieve my notes with autosave The autosave feature in Ambiki ensures that you won't have to stress ab...

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How to Add or Edit a Treatability Status

Last updated: 08/01/2025
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 d...

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How to Use Progress Tracking

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

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What is a Treatment Report

Last updated: 08/01/2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of serv...

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How to Add An Insurance Card Image to the Patient Portal

Last updated: 08/01/2025
How to add an insurance card image to the patient portal **Before uploading an insurance card image to the patient portal, please confirm that '...

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How to View the Status of a Visit Note

Last updated: 08/01/2025
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 dashboa...

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How to Add a Discipline to Your Personal Profile

Last updated: 08/01/2025
How to add a discipline to your personal profile To add a discipline to your personal profile, ensure you are logged in to Ambiki and on the mai...

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How Do I Set and Verify Attendance For a Patient

Last updated: 08/01/2025
How do I set and verify attendance for a patient To set and verify attendance for a patient, ensure you’re logged in to Ambiki and on the main das...

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Add Your Signature and NPI Number

Last updated: 08/01/2025
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 ...

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How to Change Your Default Views On the Schedule

Last updated: 08/01/2025
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 mai...

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How to Add A Payment Method For Patient Responsibility

Last updated: 08/01/2025
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 ...

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