Ambiki Release Note: Patient Statements, Service Logs, Patient Lists, Co-Signatures, and Billing Updates

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Samuel Okoth avatar

Samuel Okoth 7 days ago

Date: 07/20/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists can use the patient Statements page without it becoming unresponsive, see correct service log session dates, find recently added patients more easily, and receive clearer guidance when co-signatures are required.


🧑‍💼 Admins

  • Admins can enable a new Date added column, select multiple Treatability statuses, reopen affected visit notes for co-signature, and see corrected payment balances and secondary claim processing.


💳 Billers / Guardians

  • Billers: Billing staff will see accurate balances after successful payment retries and more reliable secondary insurance claim processing.

  • Guardians/Patients: Authorized signers will see the correct session dates when signing service logs.

🛠️ Fix - Patient Statement Info Button No Longer Freezes the Page


👥 Audience: Therapists, Admins

❗ Issue: We fixed an issue where clicking the Info button on a patient's Statements page could grey out the screen and make the page unresponsive.

✅ Action Steps: None.

🛠️ Fix - Correct Session Dates Appear on Service Log Signature Pages


👥 Audience: Organizations using Service logs

❗ Issue: For repeating appointments, the signature pages could show an older session's date, and the authorized signer's list could show what looked like duplicate sessions.

✅ Action Steps: None. The correct session date now shows everywhere signatures are collected, and the duplicate-looking rows are resolved automatically.

🚀 New Feature - Find Recently Added Patients and Select Multiple Treatability Statuses


👥 Audience: Admins, Therapists

🛠️ Steps to Access: The "Date added" column is off by default — open the column options on the Patients page and enable it. No other setup needed.

📢 What's new?: On the Patients page you can now add a "Date added" column and sort by it to see recently added patients. The Treatability status filter also lets you select more than one option at a time.

🛠️ Fix - Assistant Visit Notes Require the Correct Supervising Provider


👥 Audience: Admins, Therapists

📅 Date range affected: July 8–14, 2026

❗ Issue: When co-signatures were turned off, some assistant visit notes were completed without a supervising provider, which prevented their insurance claims from processing.

✅ Action Steps: An administrator can reopen an affected note for co-signature from the visit note page; once the supervising therapist co-signs, the claim can be resubmitted. Going forward, therapists see a heads-up before signing, and the co-signature setting now has more information.

🛠️ Fix - Successful Payment Retries Update Patient Balances Correctly


👥 Audience: Admins, Billing staff

📅 Date range affected: Credit-card payments that succeeded after an initial failed attempt

❗ Issue: A patient payment that went through after a first attempt failed could still show an outstanding balance on the account, even though the payment was collected in full.

✅ Action Steps: No user action required. The fix applies automatically to future payments; existing affected accounts are corrected via the post-deploy steps below.

🛠️ Fix - Secondary Insurance Claims Process Without a Manual Reload


👥 Audience: Admins, Billers

❗ Issue: Secondary insurance claims for some patients were showing an issue after the primary insurer processed payment, requiring a manual reload to clear.

✅ Action Steps: Any affected secondary claims already showing an issue can be cleared by clicking "Reload Claim File" on the claim. New claims will process correctly without any action needed.


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