Ambiki Release Note: Billing Cleanup, Enhanced Dashboard, & Improved Payroll Export

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Samuel Okoth avatar

Samuel Okoth 5 days ago

Date: 02/28/2025

Billing To-Do Deletion

  • When you delete an object (such as a Treatment Report) that has an associated billing to-do, the billing to-do is also deleted automatically. This prevents lingering tasks and keeps your billing queue clean.

“Assigned Billing To-Dos” Dashboard Improvements

  • A dedicated Patient column now appears in the “Assigned billing to-dos” section of the homepage dashboard.

  • For Treatment Report billing to-dos, the Date of Service (DOS) is displayed, providing clearer context for each to-do item.

New Payroll Excel Export Column

  • We’ve added a “Service location (location type)” column to the payroll Excel export:
    • Facility Invoicing Item: Displays the associated facility name.
    • Treatment Report: Shows the patient’s service location followed by the treatment report’s location type.

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