Ambiki FAQ

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

Last updated: 06/03/2025
How to Remove All Permissions From a Teammate Within Your Organization When a therapist leaves an organization, you can remove all of their permission...

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How Do I Add Subscriptions to My Organization?

Last updated: 05/29/2025
How do I add Subscriptions to my Organization? *Important note: Seat assignments are not automatic. If you are the only user in your practice, please ...

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How to Accept a Teammate Invitation to An Organization

Last updated: 05/16/2025
How to accept a Teammate invitation to an organization To accept an invitation to an organization: • You will receive an email, at your work email ...

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How to Switch Organizations

Last updated: 05/16/2025
How to switch organizations To switch organizations, ensure you are signed in to Ambiki and on the main dashboard: • Click on the ‘Organization...

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How to View All Documentation That Has Not Been Signed or Needs Billing Information Added

Last updated: 03/18/2025
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click on...

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Invite a Teammate to An Organization

Last updated: 02/14/2025
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. [Cl...

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Manage An Organization’s Caseloads Display

Last updated: 02/11/2025
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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How to Assign Permissions to Teammates Within Your Organization

Last updated: 02/11/2025
To assign permission groups and or individual permissions to teammates follow these four easy steps: Step 1: Org Menu>Teammates [Step 1: Org Menu> ...

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How to View or Export a Payroll Report

Last updated: 02/10/2025
• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or generate...

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Upload Patients In Bulk

Last updated: 09/12/2024
How do I upload patients in bulk? To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigatio...

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How to Hide Your Organization’s Details In the PDF Header

Last updated: 09/10/2024
How to hide your organization’s details in the PDF header To hide your organization’s details in the PDF header, ensure you are logged in to Ambiki...

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Create a Patient Profile

Last updated: 09/05/2024
How to create a Patient Profile on Ambiki To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left n...

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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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How to Create a New Permission Group On Ambiki

Last updated: 03/11/2024
Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clone o...

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How to Add Facilities, Schools, & Other Locations to Your Practice.

Last updated: 02/28/2024
Step 1: Navigate to 'Organization Menu' [Step 1: Navigate to 'Organization Menu'] Step 2: Click 'Edit organization' [Step 2: Click 'Edit organizatio...

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How to Update Your Ambiki Subscription Payment Method

Last updated: 12/06/2023
How to Update Your Ambiki Subscription Payment Method Visit: https://ambiki.com/customer-payment-methods or follow the steps below We recommend adding...

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What is a BAA? Do I Need to Sign One to Use Ambiki?

Last updated: 03/21/2023
A BAA is a Business Associate Agreement. The HIPAA regulations call it a Business Associate Contract. They're really the same thing. BAAs satisfy HIPAA ...

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