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How to Remove All Permissions From a Teammate Within Your Organization

How to Remove All Permissions From a Teammate Within Your Organization To remove all permissions from a teammate within your organization follow these 3 steps: Step 1: Organization Menu > Clic...

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How to Create a New Permission Group On Ambiki

Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clone or create groups, customize permissions, and a...

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How to Assign Permissions to Teammates Within Your Organization

To assign permission groups and or individual permissions to teammates follow these four easy steps:   Step 1: Org Menu>Teammates [Step 1: Org Menu> Teammates] Step 2: You will see a list of exi...

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How to View or Export a Payroll Report

• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or generate payroll reports  [Organization Admin Area]...

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

How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click on Organization admin > Dashboards (at the top ...

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

Step 1: Navigate to 'Organization Menu' [Step 1: Navigate to 'Organization Menu'] Step 2: Click 'Edit organization' [Step 2: Click 'Edit organization'] Step 3: Select 'Locations' [Step 3: Se...

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How Do I Set Up My Organization When Creating a New Account On Ambiki?

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 gifted plan. When you begin your professional pla...

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

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 and on the main dashboard:   1. Click on ‘Or...

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How to Update Your Ambiki Subscription Payment Method

How to Update Your Ambiki Subscription Payment Method Visit: https://ambiki.com/customer-payment-methods or follow the steps below We recommend adding a new payment method before removing an olde...

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How Do I Add Subscriptions to My Organization?

How do I 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 or...

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Manage An Organization’s Caseloads Display

Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard.    • In the Organization menu, select ‘Edit organization’. [Clicking on 'Edit organizati...

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Create a Patient Profile

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 navigation, click on ‘Patients’.      [Clicki...

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Upload Patients In Bulk

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 navigation, click on ‘Patients’.   [Clicking on 'Pati...

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

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 regulations and create a bond of liability th...

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Invite a Teammate to An Organization

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. [teammates] • Select Invite Teammate on the righ...

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