Ambiki Release Notes
Stay up to date on new features and improvements to Ambiki
Ambiki release notes is where the Ambitious Idea Labs team publicly communicates new functionality added to Ambiki so that our users can stay on top of everything that is new.
907 release notes
Event Location Enhancements & ERA Matching Fix (06/27/2025)
Summary by Persona (Grouped by Role) π©ββοΈ Clinicians / Therapists β’ Event Location Selection: Pick a facility (auto-fills address) or type an βOtherβ location when scheduling. Visit notes now inher...
Organization-Wide Required Intake Document Rules (06/25/2025)
Summary by Persona (Grouped by Role) π§βπΌ Admins β’ Easily set organization-level rules for mandatory intake forms. Ambiki automatically enforces these requirements and triggers alerts, reducing manu...
Intake Document Fix & Clear SMS Opt-Out Messaging (06/24/2025)
Summary by Persona (Grouped by Role) π©ββοΈ Therapists / Clinicians β’ Intake Document Fix: You can now reliably attach intake documents to patient profiles without errors, maintaining smooth onboardi...
New Features, Billing Fixes, and Better Filters For Admins (06/18/2025)
Summary by Persona (Grouped by Role) π©ββοΈ Clinicians β’ Treatability Auto-Update: Once a discipline is discharged and signed, the patientβs treatability status now switches to βClinically discharged...
Schedule a Help Meeting From Support Messages (06/17/2025)
Summary by Persona π©ββοΈ Clinicians β’ Instantly book a help meeting right from any support message, reducing delays in resolving clinical questions. π§βπΌ Admins β’ Streamlines escalation: direct meeti...
New Features, Billing Fixes, and Better Filters For Admins (06/16/2025)
Summary by Persona π©ββοΈ Clinicians β’ Cleaner caseload creation thanks to filtering out fully discharged patients. β’ Avoid errors in documents caused by diagnosis code issues. β’ Manually created tre...
Improvement to Invoices In Parent Portal and Filtering Discharged Patients In Caseloads, Fix For Multiple ERA's Attaching to Claim, and New Feature to Filter and Search By Discharge Reason In Discharges (06/13/2025)
π οΈ Improvement β’ π₯ Audience: Admin, Legal Guardians β’ β Update: A DOS column has been added to invoices, allowing parents to easily identify the event associated with each invoice. β’ β Action Steps...
Custom Discharges & Stability Fixes For the Custom Form System (06/12/2025)
Summary by Persona β’ Clinicians: You can now create discharge forms that match your unique documentation needs. The fix to the Discipline dropdown also ensures smoother form completion without frus...
Calendar Modal (pop-Up Window) Stability For Events Without Start Times (06/11/2025)
Summary by Persona β’ Therapists: This fix ensures that the event calendar modal works smoothly even when start times are missing, reducing disruptions when scheduling or editing sessions. You can n...
Calendar Now Reflects Reassigned Events Instantly (06/10/2025)
π οΈ Fix β’ π₯ Audience: Admins/Therapists β’ β Issue: Assigning existing events to another therapist did not show the event moved from the original calendar without a screen reload. β’ β Action Steps: N...
New Features: Smarter Caseload Management & Organization-Scoped Resources (06/04/2025)
π New Feature: Automatically Remove Discharged Patients from Caseloads β’ π₯ Audience: Therapists, Admins β’ π οΈ Steps to Access: Organization admins can enable this setting by navigating to Edit Organ...
Patient Phone Number Deletion Now Working Properly (06/03/2025)
π οΈ Fix β’ π₯ Audience: All users β’ β Issue: In some cases, the patient's phone number could not be deleted. This update fixes this issue, ensuring your patient profiles are up-to-date. β’ β Action Ste...
Alert Exporting & Smarter Caseload Filtering (05/30/2025)
π New Feature: Export Alerts to Excel β’ π₯ Audience: All β’ π’ Whatβs New?: The ability to export alerts from the Alert Record Center has been added! π New Feature: Caseloads Record Center Filtering β’...
Easier Alert Management & Invoice Tracking (05/29/2025)
π Improvement: Filter by Alert Status on Dashboard π₯ Audience: All π’ Whatβs New?: Added a search filter on the alert dashboard to filter by alert status. Weβve also included some general improvemen...
Documentation Sync and Caseload Access Restored (05/29/2025)
π οΈ Fix: Documentation List Now Updates Instantly β’ π₯ Audience: Therapists β’ β Issue: Events with completed documentation remained on the "missing documentation" list for 1β2 hours after submission....
Facility Invoice Export Issue Resolved (05/28/2025)
π οΈ Fix β’ π₯ Audience: Admins β’ π Date range affected: May 21 β May 27, 2025 β’ β Issue: Individual facility invoice printing or Excel exports now export correctly. β’ β Action Steps: No extra steps. T...
Patient Portal Intake PDF Access (05/27/2025)
π οΈ Fix β’ π₯ Audience: Patients, Parents, and Legal Guardians β’ π Date range affected: Starting May 22 β’ β Issue: PDF intake documents in the Patient Portal were not accessible due to a system error....
New: Print and Export to Excel For Caseloads, Filters Added For Organization Alerts, Actions Added For Facility Invoice Payment, Facility Billing and Patient Invoicing From Visit Note. Fix: Bug On Patient Invoice Payments & Redirect to Create Signature (05/23/2025)
π New Feature - Ability to Print Caseload β’ π₯ Audience: Therapists, Admins β’ π οΈ Steps to Access: When viewing a caseload, select "Print" from the "Actions" drop down. β’ π’ What's new? Caseloads now ...
Enhancements to the Custom Form Builder, Upgrade, New Filter and Fixes to Patient Payment Invoices, New Filters For Facility Invoices (05/23/2025)
π New: Major Enhancements to the Custom Form Builder π₯ Audience: All users π οΈ Steps to Access: Organization menu β Custom Forms β Edit or Create a Form π’ What's new?: We've introduced a wide range ...
Removing Event Icons For Cancelled Event Fix (05/21/2025)
π οΈ Fix - Event icons removed if event is cancelled β’ π₯ Audience: Therapists β’ β Issue: The event icons were still showing in the calendar v2 sidebar even if it was canceled. β’ β Action Steps: No ac...
Feature: Modifying Facility Invoices & Fix: Date Population From "Event Missing Documentation" Module (05/21/2025)
π New Feature - Facility Invoices that do not yet have payments can be adjusted β’ π₯ Audience: Admins β’ π οΈ Steps to Access: β’ User has permission: User can Manage all Facility Invoices for the Organ...
Caseload Error & Incoming Patient Message Display Name Fixes (05/20/2025)
π οΈ Fix - Caseload loading errors β’ π₯ Audience: All β’ β Issue: An error loading a caseload in some cases. β’ β Action Steps: None, caseloads should load without issue now. π οΈ Fix - Incoming patient m...
Patient Statement & Event Reassignment Fixes (05/19/2025)
π οΈ Fix β Patient Statements Include Same-Day Treatment Reports β’ π₯ Audience: Admins β’ β Issue: Patient statements were not including treatment reports that fell on the same day as the end date of t...
Calendar Loading, Skilled Interventions, and Schedule Navigation (05/16/2025)
π οΈ Fix β Calendar V2 Event Loading Consistency β’ π₯ Audience: All users β’ β Issue: Weβve fixed an issue that, in certain edge cases, caused Calendar V2 to not load all events properly. With this upd...
Calendar & Billing Fixes Plus New Admin Permission For Treatment Holds (05/14/2025)
π οΈ Fix β Calendar MonthβView Header Alignment β’ π₯ Audience: All β’ π Date range affected: May 13th β’ β Issue: The dateβday header for the month view in the therapist calendar was one day off. This w...