Ambiki FAQ
Search help article
12 articles
Populate Visit Notes to the Patient Portal
Last updated: 10/05/2026
How do I populate Visit Notes to the Patient Portal?
To populate visit notes to the patient portal, you must enable the sharing of clinical documentat...
How Do I View and Use the Patient Communication Feature?
Last updated: 03/05/2026
How do I view and use the Patient Communication Feature?
Overview
This article explains how the Patient Communication feature works in Ambiki. The Comm...
Why a Patient Doesn’t Appear Under An Insurance Company
Last updated: 10/27/2025
Why a Patient Doesn’t Appear Under an Insurance Company
If a patient isn’t showing up in the insurance company dropdown, follow these steps to fix i...
How to Batch Download and Print Patient's Documents: A Step-By-Step Guide
Last updated: 08/01/2025
How to batch download and print patient's documents: A step-by-step guide
To batch download and print patient documents, ensure you are signed in t...
How to Add a Referral to Ambiki
Last updated: 08/01/2025
How to Add a Referral to Ambiki
Go the patient's profile that you want to add the referral for.
Click Actions > Edit from the top left.
Select...
How Do I Use the Comment Section to Leave Comments and Tag Teammates Internally?
Last updated: 08/01/2025
In Ambiki, all clinical documents contain a Comments section where a user is able to make comments internally on the document (not appearing on the n...
Create a Patient Profile
Last updated: 08/01/2025
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 lef...
Upload Patients In Bulk
Last updated: 08/01/2025
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 naviga...
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 ...
How Do I Use the 'Important Notes Field' In the Patient Profile
Last updated: 08/01/2025
How Do I Use the 'Important Notes Field' in the Patient Profile
To use the notes field for a patient, ensure you are signed in to Ambiki and on t...
How Do I Create a General Note For a Patient
Last updated: 08/01/2025
How do I create a general note for a patient
General notes in Ambiki are used to provide flexibility for capturing a wide range of patient-relate...
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 ...
Browse FAQs
Tag
- Account Creation (2)
- Account Management (7)
- Activity Lists (5)
- Alerts (3)
- Ambiki Free Features (4)
- Assessment (2)
- Attendance (1)
- Autosave (2)
- Billing (51)
- Caseloads (3)
- Custom Forms (10)
- Dashboard (5)
- Diagnosis Codes (3)
- Discharge (4)
- Discipline (1)
- EMR (129)
- Evaluations (9)
- Facility (1)
- Faxing (6)
- Games (1)
- General (11)
- Goal Bank (3)
- Goals (1)
- Insurance Billing (1)
- Intake Document (6)
- Kiki Creates (1)
- Minimal Pairs (2)
- New Teletherapy Coming Soon (25)
- Notifications (3)
- Organization Management (20)
- Pacing (1)
- Patient Documents (4)
- Patient Portal (11)
- Patient Profiles (12)
- Payroll (5)
- Permissions (3)
- Physician Orders (3)
- Plan of Care (9)
- Progress Tracking (3)
- Resource (5)
- Schedule (10)
- School Plans (3)
- Session Planning (2)
- SMS (2)
- Subscriptions (3)
- Support (1)
- Tenalog® (1)
- Test (1)
- Treatability Status (1)
- Visit Notes (13)