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.
897 release notes
New Features: Smarter Caseload Management & Organization-Scoped Resources (06/04/2025)
🚀 New Feature: Automatically Remove Discharged Patients from Caseloads • 👥 Audience: Therapists, Admins • 🛠️ Steps to Access: Organization admins can enable this setting by navigating to Edit Organ...
Patient Phone Number Deletion Now Working Properly (06/03/2025)
🛠️ Fix • 👥 Audience: All users • ❗ 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. • ✅ Action Ste...
Alert Exporting & Smarter Caseload Filtering (05/30/2025)
🚀 New Feature: Export Alerts to Excel • 👥 Audience: All • 📢 What’s New?: The ability to export alerts from the Alert Record Center has been added! 🚀 New Feature: Caseloads Record Center Filtering •...
Easier Alert Management & Invoice Tracking (05/29/2025)
🚀 Improvement: Filter by Alert Status on Dashboard 👥 Audience: All 📢 What’s New?: Added a search filter on the alert dashboard to filter by alert status. We’ve also included some general improvemen...
Documentation Sync and Caseload Access Restored (05/29/2025)
🛠️ Fix: Documentation List Now Updates Instantly • 👥 Audience: Therapists • ❗ Issue: Events with completed documentation remained on the "missing documentation" list for 1–2 hours after submission....
Facility Invoice Export Issue Resolved (05/28/2025)
🛠️ Fix • 👥 Audience: Admins • 📅 Date range affected: May 21 – May 27, 2025 • ❗ Issue: Individual facility invoice printing or Excel exports now export correctly. • ✅ Action Steps: No extra steps. T...
Patient Portal Intake PDF Access (05/27/2025)
🛠️ Fix • 👥 Audience: Patients, Parents, and Legal Guardians • 📅 Date range affected: Starting May 22 • ❗ Issue: PDF intake documents in the Patient Portal were not accessible due to a system error....
Enhancements to the Custom Form Builder, Upgrade, New Filter and Fixes to Patient Payment Invoices, New Filters For Facility Invoices (05/23/2025)
🚀 New: Major Enhancements to the Custom Form Builder 👥 Audience: All users 🛠️ Steps to Access: Organization menu → Custom Forms → Edit or Create a Form 📢 What's new?: We've introduced a wide range ...
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)
🚀 New Feature - Ability to Print Caseload • 👥 Audience: Therapists, Admins • 🛠️ Steps to Access: When viewing a caseload, select "Print" from the "Actions" drop down. • 📢 What's new? Caseloads now ...
Removing Event Icons For Cancelled Event Fix (05/21/2025)
🛠️ Fix - Event icons removed if event is cancelled • 👥 Audience: Therapists • ❗ Issue: The event icons were still showing in the calendar v2 sidebar even if it was canceled. • ✅ Action Steps: No ac...
Feature: Modifying Facility Invoices & Fix: Date Population From "Event Missing Documentation" Module (05/21/2025)
🚀 New Feature - Facility Invoices that do not yet have payments can be adjusted • 👥 Audience: Admins • 🛠️ Steps to Access: • User has permission: User can Manage all Facility Invoices for the Organ...
Caseload Error & Incoming Patient Message Display Name Fixes (05/20/2025)
🛠️ Fix - Caseload loading errors • 👥 Audience: All • ❗ Issue: An error loading a caseload in some cases. • ✅ Action Steps: None, caseloads should load without issue now. 🛠️ Fix - Incoming patient m...
Patient Statement & Event Reassignment Fixes (05/19/2025)
🛠️ Fix – Patient Statements Include Same-Day Treatment Reports • 👥 Audience: Admins • ❗ 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)
🛠️ Fix – Calendar V2 Event Loading Consistency • 👥 Audience: All users • ❗ Issue: We’ve 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)
🛠️ Fix – Calendar Month‑View Header Alignment • 👥 Audience: All • 📅 Date range affected: May 13th • ❗ Issue: The date‑day header for the month view in the therapist calendar was one day off. This w...
Fixes: Attendance Dashboards, Schedule V2, and Documentation Reports (05/13/2025)
🛠️ Fix – Attendance Dashboard Excel Export • 👥 Audience: Admins • 📅 Date range affected: May 12th • ❗ Issue: Excel export for some organization attendance dashboards • ✅ Action Steps: If you experi...
Attendance & Calendar Improvements, New Productivity Metrics, Mobile Display Fixes and More (05/12/2025)
🚀 Improvements – Attendance Dashboards 👥 Audience: Admins 🛠️ Steps to Access: Organization admin → Dashboards → Attendance 📢 What’s new? • Added unmarked attendance to the overview charts. • Extend...
Organization‑Level Add‑On Management (05/02/2025)
🚀 New Feature – Organization‑Level Add‑On Management • 👥 Audience: Invoiced customers who can manage subscriptions • 🛠️ Steps to Access: Subscription → Manage organization add‑ons • 📢 What’s new? Y...
Strike-Through Missing For Canceled Events (Schedule V1) (04/30/2025)
🛠️ Fix: • 👥 Audience: All users. • ❗ Issue: Canceled events did not show a strike-through on Schedule v1. • ✅ Action Steps: No action needed. Thank you for choosing Ambiki.
Schedule V1 Prompt, Clinical Documentation Dashboard Updates, and New Payer Filter In Claims (04/28/2025)
Schedule v1 Transition Prompt to v2 • A message now appears at the top of Schedule v1, encouraging users to switch to Schedule v2 for the best experience. Dashboard Rename: “Documentation Needing A...
Clearer Patient Portal Invitation Instructions (04/24/2025)
🛠️ Improvement • 👥 Audience: All • ❗ Issue: Some patients and legal guardians were clicking the “Sign in” link on the Patient Portal invite before clicking “Set your password.” The email wording ha...
Plan of Care Creation For DI (Developmental Intervention) Therapists (04/23/2025)
Therapists with DI credentials can now create Plans of Care without any issues. A bug that previously prevented DI-credentialed users from initiating or saving a Plan of Care has been resolved. Tha...
Alert Deadline Fixes & Fax Cover-Sheet Attachment Repair (04/23/2025)
🛠️ Fix – Physician Order Expiration Alert Deadline Update • 👥 Audience: All • ❗ Issue: Updates the “days until deadline” for physician-order expiration alerts 🛠️ Fix – Evaluation Expiration Alert L...
Attendance Hotfix, SMS Updates, Mobile Uploads, and More (04/22/2025)
🛠️ Hotfix – Patient Attendance Clear for Future Events 👥 Audience: All users ❗ Issue: Patient attendance could not be cleared for events that occurred in the future. ✅ Action Steps: No action neede...
Schedule V2 Tweaks, Patient Statement Date Fix, and Facility Invoice Filters & Export (04/17/2025)
• Temporarily removed the “List week” view from Schedule v2 beta while we refactor it to make the view more useful. • Added a “zoomed‑in” option to both the Admin and Therapist calendars in Schedul...