Ambiki Release Note: Goals, Patient Portal, Payroll, Billing Reports, Document Imports, and Performance Updates
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.
Samuel Okoth 3 days ago
Date: 10/28/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- New practices will start with the updated goals experience. Therapists will benefit from faster articulation progress tracking and activity setup, more reliable attendance recording, and improvements to patient document imports.
🧑💼 Admins
- Admins can customize biweekly payroll periods, view upcoming payroll deadlines, manage patient document imports more easily, and access a new Net collections report. Improvements to subscription-independent workflows, patient records, and billing tools also make daily tasks easier.
💳 Billers / Guardians
- Billers: New tools make it easier to track patient responsibility, create patient invoices from remittances, monitor monthly collections, and keep billing comments on treatment reports. Refunds now appear correctly on patient ledgers, and paper claim downloads are more reliable.
- Guardians/Patients: Intake forms are easier to complete on phones, and families can join Teletherapy sessions directly from the patient portal or session links.
🚀 New Feature - New Practices Start with the Updated Goals Experience
👥 Audience: New practices
🛠️ Steps to Access: On automatically for practices created after this deploys.
📢 What's new?: New practices start with the new goals experience from their first day, sample patient included.
🛠️ Fix - Improved Intake Forms on Mobile Devices
👥 Audience: Families filling out intake documents in the patient portal on a phone
❗ Issue: On phones, some fields on intake forms were too narrow to use, and the options in the phone number type dropdown could not be read.
✅ Action Steps: None. Intake forms now lay out cleanly on phone screens.
🛠️ Fix - Faster Articulation Progress Updates in Tenalog
👥 Audience: Therapists using Tenalog session recordings
❗ Issue: Articulation progress could take a long time to update after a session recording finished processing.
✅ Action Steps: None.
🛠️ Fix - Duplicate Phone Numbers and Addresses No Longer Cause Errors
👥 Audience: Anyone adding phone numbers or addresses
❗ Issue: Entering the same phone number or address twice on one form showed an error page and lost what had been typed.
✅ Action Steps: None. The form now points out the repeat and keeps your entries so you can remove the extra row.
🛠️ Fix - Faster Setup for Large Therapy Activity Lists
👥 Audience: Therapists
❗ Issue: Activity lists with many phrases, sentences or paragraphs took longer than needed to finish setting up.
✅ Action Steps: None.
🛠️ Fix - Attendance Reasons Save Correctly
👥 Audience: Therapists and families
❗ Issue: Marking attendance with a reason that contained only spaces could look like it saved when it did not.
✅ Action Steps: None.
🛠️ Fix - CMS-1500 and UB-04 Forms Download Reliably
👥 Audience: Billers
❗ Issue: Downloading a CMS-1500 or UB-04 form could fail repeatedly for some invoices.
✅ Action Steps: None. If a download failed before, clicking Download again will regenerate the form.
🛠️ Fix - Internal Maintenance for Settings and Patient Forms
👥 Audience: All users
❗ Issue: Internal maintenance so settings and patient forms keep saving correctly through upcoming platform updates.
✅ Action Steps: None.
🚀 New Feature - Customize Biweekly Payroll Periods
👥 Audience: Admins
🛠️ Steps to Access: Organization settings, Payroll settings tab
📢 What's new?: Practices that run payroll every two weeks can now choose the date a pay period ends on, so their pay periods in Ambiki match their payroll calendar.
🚀 New Feature - View Upcoming Payroll Periods and Deadlines
👥 Audience: Admins
🛠️ Steps to Access: Organization settings, Payroll settings tab
📢 What's new?: The Payroll settings tab lists the upcoming pay periods, with the last day to finish notes and billing for each and the day payroll runs.
🛠️ Fix - Patient Refunds Appear Correctly on Ledgers
👥 Audience: Admins and billing staff
📅 Date range affected: Refunds issued since August 2025
❗ Issue: A refund issued to a patient did not show on the patient's ledger right away, so the patient's balance could read as paid until the ledger was refreshed.
✅ Action Steps: None. Refunds now show on the ledger once they go through, and the affected ledgers are refreshed automatically.
🚀 New Feature - View Patient Responsibility and Create Invoices from Remittances
👥 Audience: Billers and admins
🛠️ Steps to Access: Available to practices with patient responsibility invoicing turned on.
📢 What's new?: The Remittances Claims page now shows the patient responsibility for each claim, the same amount shown on the patient's Ledger tab, and you can create the patient invoice straight from it. You can filter claims by whether the patient still owes.
🛠️ Polish - Improved Patient Document Imports and Uploaded Files
👥 Audience: Admins and Therapists
🛠️ Steps to Access: Patient profile > Uploaded files. Patients > Import patient documents (requires the bulk document import permission and the patient document import feature for your practice). Organization admin > Bulk document import (also requires Organization admin access).
📢 What's new?: Files you add to a patient by hand now appear above imported documents on the Uploaded files tab, so the files you use every day are easy to find.
Patient document imports have a new home: start one from the Import patient documents button on the Patients page, which lists the imports you have started. Practice admins can still see every import from the Organization admin menu.
While reviewing an import you can now cancel it. The uploaded files are discarded, nothing is added to patient records, and the import stays in your list marked Cancelled.
Imports that are not confirmed within 30 days are cancelled automatically. Only the teammate who uploaded an import can confirm or cancel it. Other teammates and practice admins can open it to check its progress, and the page shows who it is waiting for.
🛠️ Fix - Clearer Help Text for Early Intervention Claim Programs
👥 Audience: Billers and admins
📅 Date range affected: N/A
❗ Issue: The help text for the Claim program setting on an insurance plan did not fully describe what the Early Intervention option does.
✅ Action Steps: None.
🛠️ Fix - Families Can Join Teletherapy Sessions from the Patient Portal
👥 Audience: Families using the patient portal
📅 Date range affected: Ongoing until this is deployed
❗ Issue: Parents who were signed in to the patient portal could not join their teletherapy sessions. Links sent them back to the sign in page instead of the session.
✅ Action Steps: No action needed. Parents can now join from the Join session button in the portal, or from a session link, whether or not they are signed in.
🚀 New Feature - Net Collections Report
👥 Audience: Admins and billers
🛠️ Steps to Access: Requires the "Manage all Patient Invoice Payments for the Organization" permission. Billing page > Net collections.
📢 What's new?: A new Net collections report shows how much money your practice collected each month. Choose what counts toward the total and whether to count payments by payment date or posting date, and optionally enter a billing fee percentage. Export to Excel for a full list of the payments behind each total.
🚀 New Feature - Add Billing Comments to Treatment Reports
👥 Audience: Billers, Admins
🛠️ Steps to Access: Open any treatment report and click the comments button at the top of the page. Anyone who can view the treatment report can read and add comments.
📢 What's new?: You can now leave comments on a treatment report to keep a running billing log for each date of service. Each comment shows who wrote it and when, and you can tag teammates to let them know. Comments stay with the date of service even when it is re-invoiced or a claim is corrected and resubmitted.
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