Ambiki Release Note: Supervising Signatures, Caseloads, Photos, and Insurance Card Updates and More

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Samuel Okoth avatar

Samuel Okoth 4 days ago

Date: 07/30/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists can reopen signed notes or evaluations to collect supervising signatures, add team members to caseloads more reliably, view iPhone photos directly on the page, and upload both sides of insurance cards.


🧑‍💼 Admins

  • Admins can reopen signed documentation for supervising signatures, view iPhone photos directly on the page, upload both sides of insurance cards, and see the updated support contact.


💳 Billers / Guardians

  • Billers: No direct changes.

  • Guardians/Patients: Families can upload both the front and back of an insurance card through the patient portal.

🛠️ Fix - Reopen Signed Documents for Supervising Signatures


👥 Audience: Therapists, Admins

❗ Issue: We fixed an issue that could prevent reopening a signed note or evaluation to collect a supervising signature.

✅ Action Steps: None.

🛠️ Fix - Support Message Page Shows the Updated Contact


👥 Audience: All users

❗ Issue: The support contact shown on the support message page was outdated.

✅ Action Steps: None. The updated contact appears automatically.

🛠️ Fix - Team Members Can Be Added to Caseloads


👥 Audience: Therapists

❗ Issue: We fixed an issue that could prevent some team members from being added to a caseload.

✅ Action Steps: No action needed.

🚀 New Feature - iPhone Photos Display Directly on the Page


👥 Audience: Therapists, Admins

🛠️ Steps to Access: None. Applies automatically to photos attached to comments and other rich text areas.

📢 What's new?: Photos taken on an iPhone now display right in the page instead of appearing as a file you have to download first.

🚀 New Feature - Upload the Front and Back of Insurance Cards


👥 Audience: Families/guardians using the patient portal, therapists, and admins

🛠️ Steps to Access: Available automatically — no setup needed

📢 What's new?: When adding an insurance card, families and staff can now upload both the front and the back of the card, so practices no longer need to request the back image separately.


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