Ambiki FAQ

Organization EMR Schedule Settings: Past Event Lock Window

Last updated: 01/29/2026
Organization EMR Schedule Settings: Past Event Lock Window How do I change the lock window setting? 1. Click the Organization menu and Select Edit ...

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How to Regenerate a Signed Evaluation PDF

Last updated: 01/28/2026
What does Regenerate signed pdf do? It creates a fresh copy of the PDF version of a signed evaluation. This is useful if the PDF needs to be refreshed...

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Create An Evaluation

Last updated: 01/28/2026
How to create an Evaluation? To create an Evaluation, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click ...

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Teletherapy Front Desk

Last updated: 01/28/2026
How to use the Teletherapy front desk What is the Teletherapy Front Desk The Teletherapy Front Desk is a place for you to view what teletherapy eve...

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How to Generate a Facility Invoice

Last updated: 01/28/2026
How to Generate a Facility Invoice Before generating a facility invoice, please ensure the following have been completed: 1. The facility, school, or ...

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Goal Bank Key Features & How to Add a Goal to the Goal Bank

Last updated: 01/28/2026
Ambiki's goal bank was created so that clinicians don't need to re-invent the wheel and start from scratch every time they write patient goals. You ca...

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How Do I Fax My Own PDF Document?

Last updated: 01/28/2026
To fax your own PDF document, go to the Organization Admin Center (top right-hand corner) and click on Fax Directory. [Link to Fax directory] ...

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Patient Portal Troubleshooting For Administrators

Last updated: 01/23/2026
If you are an administrator working with a client on how to use the portal, here are some helpful tips for troubleshooting the portal. Problem: Family...

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How to Add An Intake Document to the Patient Portal

Last updated: 01/23/2026
How to add an Intake document to the Patient portal First ensure that you are signed in to Ambiki, and have added a parent/legal guardian to the patie...

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How to Add Diagnosis Codes to Your Custom Forms

Last updated: 01/16/2026
How to add diagnosis codes to your custom forms *See our FAQ on how to create a custom form to learn how to navigate to custom forms from the main da...

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How to Add or Edit a Diagnosis Code

Last updated: 01/16/2026
How to add or edit a diagnosis code To add or edit a diagnosis code for a patient, ensure you are signed in to Ambiki and on the main dashboard: ...

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Infinity Mirroring In Teletherapy

Last updated: 12/22/2025
Infinity Mirroring in Teletherapy During Screen Share, if you share the teletherapy window as part of the screenshare, it will create an infinity mirr...

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Ambiki System Requirements and Security Basics

Last updated: 12/22/2025
Ambiki System Requirements and Security Basic **Most modern devices from 2020 onward, on a 25/10 Mbps connection, work great. Desktops & Laptops Mi...

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Offboarding: How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 12/18/2025
How to Remove All Permissions From a Teammate Within Your Organization Offboarding a therapist from your organization When a therapist leaves an orga...

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How to Manage Your Organization's Subscription As An Invoiced Customer.

Last updated: 12/18/2025
How to manage your organization's subscription as an invoiced customer. To manage your organization's subscription as an invoiced customer, ensure you ...

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General Billing Sequence

Last updated: 12/02/2025
General billing sequence This guide will walk you through the general billing sequence for insurance or private pay clients. For facility billing, ...

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What is a Treatment Report

Last updated: 11/21/2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of service...

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How to View a Superbill In the Patient Portal

Last updated: 11/21/2025
How to view a superbill in the patient portal Once a superbill has been generated, Ambiki will automatically send the superbill to the patient port...

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How to Access Clinical Documentation In the Patient Portal

Last updated: 11/21/2025
How to access clinical documentation in the patient portal The patient portal now includes a section within the ‘Documents’ tab to share signed clinic...

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Add Supervisors and Supervisees

Last updated: 11/21/2025
Add Supervisors and Supervisees To add your supervisors and supervisees, ensure you are signed in to Ambiki and on the main dashboard. Note that both ...

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How Does a Patient Join a Teletherapy Session?

Last updated: 11/19/2025
How does a patient join a teletherapy session? Ensure that you have a scheduled Teletherapy session created for the date and time that you would like...

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How to Play Games In Ambiki?

Last updated: 11/12/2025
Ambiki provides registered users free access to a variety of Games. Visit https://ambiki.com/games and select one of the available games. Therapists ca...

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Teletherapy Click Beacon™

Last updated: 11/09/2025
Teletherapy Click Beacon™ What is a click beacon? The click beacon is a safe and secure way to make a resource and screen sharing more interactive....

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Teletherapy Screen Share

Last updated: 11/09/2025
Teletherapy Screen Share Screen share in a teletherapy session is the ability to share a file, video, tab, window, or document on your computer during...

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How Do I Change or Correct a Signed Clinical Document

Last updated: 11/04/2025
How do I change or correct a signed clinical document Once a clinical document (visit note, evaluation, plan of care, progress report or discharge) i...

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