Ambiki FAQ

How to Distinguish Between Client and Clinic Cancellations

How to distinguish between client and clinic cancellations Ambiki users now have the ability to efficiently manage attendance and make a clear distinction between clinic-initiated and patient-i...

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How Do I Manage Notifications

How do I manage notifications Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can now be delivered to you in the bell icon on the...

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How to Merge Duplicate Patients

How to merge duplicate patients To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard: 1. Click on the Organization admin icon on the top right-hand side and...

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How to Change Your Default Views On the Schedule

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 dashboard: 1. Click on your personal profile...

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How Do I Set and Verify Attendance For a Patient

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 dashboard: 1. On the left navigation, click on ‘Sc...

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How to Upload An Intake Document to the Patient Portal

How to upload an intake document to the patient portal To upload an intake document to the patient portal, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navi...

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How to Add a Billing Provider, Service Rates and Add a Treatment Modifier

How to add a Billing Provider, service rates and add treatment modifiers Information you will need to add a billing provider and service rates: • Your organizations tax ID number (EIN) • Contact...

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How to Create a Custom Form

How to create a custom form To create a custom form, ensure you are signed in to Ambiki and on the main dashboard: 1. On the top left-hand side click on ‘Organization menu’ and select ‘Custom...

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How to Create An Intake Document

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 left-hand side click on ‘Organization menu’ and ...

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Manage Your Organization's Insurance Billing Settings

Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when electronic claims are created and submitted to ...

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Billing a Session

To make billing a session with a patient as easy as possible, make sure you have both set up insurance billing and have set your organization's EMR settings. These two steps ensure Ambiki has enoug...

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Manage Your Personal Settings

Manage your Personal Settings To manage your personal settings, ensure you are signed in to Ambiki and on the main dashboard: • On the top right-hand corner, click on your profile image and sel...

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What is Special About the Communication Log?

What is special about the Communication Log? The Communication Log feature offers a convenient and comprehensive platform to document interactions with clients and their families. Let’s explore...

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Set Up Your Personal Profile

Set up your Personal Profile To edit your profile, ensure you are signed in to Ambiki and on the main dashboard: • On the top right-hand corner, click on your profile image and select ‘Edit...

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Create Objectives For Progress Tracking

How to create Objectives for Progress Tracking To create objectives for progress tracking, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Pati...

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Schedule a Single or Recurring Event

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 navigation, click on ‘Schedule’. [Left n...

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How to Use Progress Tracking

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 on ‘Patients’. [Left navigation bar.] ...

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What is Special About Session Planning?

What is special about Session Planning? The session planning feature offers a unique combination of AI technology and therapist-curated content to streamline and enhance the session planning pr...

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What is Special About the Schedule?

What is special about the Schedule? The Schedule feature offers a range of powerful tools and functionalities designed to streamline and optimize the scheduling process. Let's explore its key f...

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What is Special About the Goal Bank?

What is special about the Goal Bank? The ‘goal bank’ feature offers a variety of specialized functionalities designed to streamline and enhance the goal-setting process. Let's explore the key fea...

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What is Special About Progress Tracking?

What is special about Progress Tracking? The progress tracking feature offers a range of specialized functionalities designed to track and measure the progress of therapy sessions. Let's explor...

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Create A Billing Invoice

Create a Billing Invoice To create a billing invoice, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patients’. [Left navigation tab.] ...

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Create a Discharge

How to create a Discharge? To create a discharge, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patients’. [Left navigation tab.] ...

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Add Subscriptions to My Organization

Add Subscriptions to my Organization To add a subscription to your organization, ensure you are signed in to Ambiki and on the main dashboard: 1. Click on the dropdown next to your organization ...

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Create Alerts

How to create Alerts To create an alert, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patients’. [Left navigation bar.] 2. Select the...

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