Ambiki FAQ

Create a Plan of Care

Last updated: 08/01/2025
How to create a Plan of Care? To create a Plan of care, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, c...

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What is Special About the Communication Log?

Last updated: 08/01/2025
What is special about the Communication Log? The Communication Log feature offers a convenient and comprehensive platform to document interaction...

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

Last updated: 08/01/2025
How to Remove All Permissions From a Teammate Within Your Organization When a therapist leaves an organization, you can remove all of their permiss...

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How to Batch Download and Print Patient's Documents: A Step-By-Step Guide

Last updated: 08/01/2025
How to batch download and print patient's documents: A step-by-step guide To batch download and print patient documents, ensure you are signed in t...

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How to Set Up Organization Payroll Period Settings?

Last updated: 08/01/2025
To set up your payroll periods on Ambiki, go to the navigation bar on the left, and select Organization Menu-> Edit Organization. [Screenshot (5...

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How Do I View Patients By Patient Status In the Patient Dashboard

Last updated: 08/01/2025
How do I view patients by patient status in the patient dashboard To view patients by patient status in the patient dashboard, ensure you’re logg...

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Reinvoicing a Treatment Report

Last updated: 08/01/2025
Reinvoicing a Treatment Report There may be situations where a patient's insurance plans change after a session has occurred. If this happens to you...

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Claim Replacement

Last updated: 08/01/2025
Claim Replacement Claims only need replacement if they have been accepted by the MCO. In this context, accepted is if the EDI 999 and EDI 277 are b...

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How Do I Use Quick Phrases?

Last updated: 08/01/2025
How to use Quick Phrases Quick Phrases can be used on any clinical documentation but for the purposes of demonstration we will use visit notes as a...

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How to View Missed Visits In the Patient Progress Heat Map

Last updated: 08/01/2025
How to view missed visits in the patient progress heat map To view missed visits in the patient progress heat map, ensure you are signed in to Am...

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Ambiki Notifications: Setup and Management

Last updated: 08/01/2025
How do I manage notifications Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can...

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What Is Special About Ambiki Teletherapy?

Last updated: 08/01/2025
Features built specifically for SLPs, OTs and PTs to enable a safe, fun and HIPAA compliant session. Ambiki’s teletherapy platform was developed and ...

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How to Create a New Permission Group On Ambiki

Last updated: 08/01/2025
Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clon...

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Create a School Plan

Last updated: 08/01/2025
How to create a School Plan? To create a school plan, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, c...

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How to Merge Duplicate Patients

Last updated: 08/01/2025
How to merge duplicate patients To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard: 1. Click on the Organi...

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How Do I Use the Custom Forms Editor

Last updated: 08/01/2025
How do I use the custom forms editor Welcome to our FAQ on how to use the custom forms editor. This guide will walk you through the key features of ...

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I Was Logged Out and Lost My Work. How Do I Retrieve My Notes With Autosave

Last updated: 08/01/2025
I was logged out and lost my work. How do I retrieve my notes with autosave The autosave feature in Ambiki ensures that you won't have to stress ab...

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How to Add or Edit a Treatability Status

Last updated: 08/01/2025
How to add or edit a treatability status To add or edit a treatability status for a patient, ensure you are signed in to Ambiki and on the main d...

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How to Use Progress Tracking

Last updated: 08/01/2025
How to use Progress Tracking To use progress tracking, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, cl...

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What is a Treatment Report

Last updated: 08/01/2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of serv...

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How Do I Find the Click Beacon/Drawing Mode Button On Resources?

Last updated: 08/01/2025
In rare cases, you may find it difficult to find the click beacon button at the top right-hand corner of the resource due to screen sizing issues or ...

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How to Add An Insurance Card Image to the Patient Portal

Last updated: 08/01/2025
How to add an insurance card image to the patient portal **Before uploading an insurance card image to the patient portal, please confirm that '...

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How to Add a Referral to Ambiki

Last updated: 08/01/2025
How to Add a Referral to Ambiki Go the patient's profile that you want to add the referral for. Click Actions > Edit from the top left. Select...

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How Do I Use a Visual Schedule In Ambiki's Teletherapy Platform?

Last updated: 08/01/2025
Click the link to learn about creating visual schedules: Ambiki Help - Creating a Visual Schedule In Ambiki Can visual schedules created in Ambiki ...

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Can I Request a Custom-Made Resource From Ambiki?

Last updated: 08/01/2025
"I could not find a resource that I needed for my client. Can I request a resource from Ambiki? And if that is possible, what would be the best way t...

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