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Reinvoicing a Treatment Report
Last updated: 08/01/2025
Reinvoicing a Treatment Report
There may be situations where a patient's insurance plans change after a session has occurred. If this happens to you...
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...
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...
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 '...
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 ...
How Do I Add Insurance Authorizations to Ambiki?
Last updated: 08/01/2025
To add authorization information to Ambiki, first go to the Patient's profile the authorization is for, then edit the patient.
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Click...
General Billing Sequence
Last updated: 08/01/2025
General billing sequence
This guide will walk you through the general billing sequence for insurance or private pay clients. For facility billin...
Generate a Superbill
Last updated: 08/01/2025
Generate a Superbill
A Superbill is an itemized form for clinical providers which details services provided for a client, so that they can submit it...
How to Record a Payment Made On a Claim or Outstanding Invoice (Including EOBs)
Last updated: 08/01/2025
How to Record a Payment Made On a Claim or Outstanding Invoice (Including EOBs)
If you are manually entering EOB/PRA information, please scroll down...
How to Add a Copayment Amount to An Insurance Method
Last updated: 08/01/2025
How to add a copayment amount to an insurance method
To add a copayment amount to an insurance method, ensure that you are logged in to Ambiki a...
Creating An Invoice From a Treatment Report
Last updated: 08/01/2025
Create A Treatment Report Invoice
To create a treatment report invoice, you first need to create a treatment report. To learn how to create a treat...
How to Check When Authorizations Are Expiring
Last updated: 08/01/2025
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 das...
How to Create a Multi-Payer Claim For Primary and Secondary Insurance
Last updated: 08/01/2025
How to create a multi-payer claim for primary and secondary insurance
When managing billing with multiple insurance providers, it's Important to...
How to Add Billing Provider Information and Default Service Rates
Last updated: 08/01/2025
How to add a Billing Provider, service rates and add treatment modifiers
Information you will need to add a billing provider and service rates:
• Y...
Claim Cancellation
Last updated: 08/01/2025
Claim Cancellation
Cancelling a claim is only available for claims previously accepted by the MCO, indicated by successful processing of both ED...
How to Submit a Pending Claim File
Last updated: 08/01/2025
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 Pro...
How to Add a Write-Off to An Invoice
Last updated: 08/01/2025
How to add a write-off to an invoice
As an authorized user, you can write off a portion of a patient's invoice that will not be collected. Ambiki w...
How to Resubmit a Rejected Billing Claim
Last updated: 08/01/2025
How to resubmit a rejected billing claim
1. If a claim has been rejected, you can find the reason for rejection by clicking the link next to the...
Billing a Session
Last updated: 08/01/2025
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 s...
Create A Billing Invoice
Last updated: 08/01/2025
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, cli...
How to Add Facilities, Schools, & Other Locations to Your Practice.
Last updated: 08/01/2025
Step 1: Navigate to 'Organization Menu'
[Step 6.png]
Step 2: Click 'Edit organization'
[Step 4.png]
Step 3: Select 'Locations'
[Step 2.png]
...
How to Generate a Facility Invoice
Last updated: 08/01/2025
How to Generate a Facility Invoice
Before generating a facility invoice, please ensure the following have been completed:
2. The facility, school, ...
How to Correct Missing Referring Provider Information
Last updated: 08/01/2025
How to correct missing referring provider information
To correct missing referring provider information, ensure you are logged in to Ambiki and ...
How to Set a Service Rate or a Pay Rate For a Specific Location or Facility (School, Daycare, Etc.)
Last updated: 08/01/2025
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 fe...
Manage Your Organization's Insurance Billing Settings
Last updated: 08/01/2025
Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when...
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