Ambiki FAQ

How to Clear a Patient’s Attendance In the Schedule

Last updated: 02/25/2026
How to clear a patient’s attendance in the schedule To clear a patient’s attendance in the schedule, ensure you are logged in to Ambiki and on the m...

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How Do I Set and Verify Attendance For a Patient

Last updated: 02/25/2026
How do I set and verify attendance for a patient To set and verify attendance for a patient, ensure you’re logged in to Ambiki and on the main dashbo...

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How Do I Schedule Single or Recurring Events?

Last updated: 02/24/2026
Schedule single or recurring events Overview This article explains how to schedule single and recurring events in Ambiki using the Schedule feature. Yo...

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To Start Your Teletherapy Sessions & Send a Teletherapy Session Link to a Patient/parent/legal Guardian

Last updated: 02/23/2026
To start your Teletherapy sessions & send a teletherapy session link to a patient/parent/legal guardian Ensure that you are logged into Ambiki, have a ...

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How Do I Manage My Subscription Plans, Add-Ons, and User Seats?

Last updated: 02/20/2026
How do I manage my subscription plans, add-ons, and user seats? Overview This article explains how Ambiki subscriptions work, including payment types, ...

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How Do I Print a Daily, Weekly or Monthly Schedule Calendar?

Last updated: 02/19/2026
How do I print a daily, weekly or monthly Schedule calendar? Overview This article explains how to print daily, weekly or monthly schedule calendars, i...

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Patient Portal Digest Emails (Summary Notifications)

Last updated: 02/16/2026
What changed with patient portal emails? Patient portal emails are now sent as summary (digest) emails instead of one email per action. Related updates...

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Basic/Free Subscription Plan Plus Teletherapy Add-On

Last updated: 02/12/2026
Basic/Free subscription plan plus Teletherapy add-on What is a subscription for Basic/Free plan plus Teletherapy add-on? When selecting Teletherapy ad...

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How to Add Practices and Providers to Your Practice Directory

Last updated: 02/03/2026
How to Add Practices and Providers to Your Practice Directory To save information from offices that your private practice works with, including fax nu...

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Organization EMR Schedule Settings: Past Event Lock Window

Last updated: 01/30/2026
Organization EMR Schedule Settings: Past Event Lock Window What is the Past event edit window? The Past event edit window controls how far back a pa...

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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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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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