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Goal Bank Key Features & How to Add a Goal to the Goal Bank

Last updated: 01/28/2026
Ambiki's goal bank was created so that clinicians don't need to re-invent the wheel and start from scratch every time they write patient goals.   You ca...

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How to Add An Intake Document to the Patient Portal

Last updated: 01/23/2026
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 Add Diagnosis Codes to Your Custom Forms

Last updated: 01/16/2026
How to add diagnosis codes to your custom forms  *See our FAQ on how to create a custom form to learn how to navigate to custom forms from the main da...

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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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How to Add My Branding or a Logo to My Documentation

Last updated: 08/01/2025
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Custom Forms: How to Create & How to Use the Editor

Last updated: 08/01/2025
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...

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How Intake Documents Auto-Fill Patient Profiles

Last updated: 08/01/2025
How Intake Documents Auto-Fill Patient Profiles   Ambiki streamlines patient profile creation by allowing intake documents—submitted by patients or ...

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How to Ensure Patient Portal Emails Are Sent to Legal Guardians

Last updated: 08/01/2025
To receive patient portal emails as a legal guardian, ensure the legal guardian is added with their email address in the patient's profile under the ...

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How to Create An Intake Document

Last updated: 09/12/2024
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 lef...

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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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