Ambiki FAQ

What is a Treatment Report

Last updated: 02/04/2025
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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Creating An Invoice From a Treatment Report

Last updated: 02/04/2025
Create A Treatment Report Invoice To create a treatment report invoice, you first need to create a treatment report. To learn how to create a treatmen...

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Bill Insurance For a Session

Last updated: 02/04/2025
How Do I Bill Insurance For a Session? Note: If insurance is billed outside of Ambiki, please do not follow these instructions. Instead, please follow ...

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How to Customize Treatment Modifiers and Make Edits to Treatment Reports

Last updated: 02/03/2025
How to customize treatment modifiers and make edits to treatment reports To customize treatment modifiers and make edits to treatment reports, ensu...

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Claim Cancellation

Last updated: 02/03/2025
Claim Cancellation Cancelling a claim is only available for claims previously accepted by the MCO, indicated by successful processing of both EDI 9...

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How to Add a Write-Off to An Invoice

Last updated: 01/24/2025
How to add a write-off to an invoice As an authorized user, you can write off a portion of a patient's invoice that will not be collected. Ambiki will...

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How to Add a Copayment Amount to An Insurance Method

Last updated: 01/24/2025
How to add a copayment amount to an insurance method To add a copayment amount to an insurance method, ensure that you are logged in to Ambiki and ...

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How to Create a Multi-Payer Claim For Primary and Secondary Insurance

Last updated: 01/24/2025
How to create a multi-payer claim for primary and secondary insurance When managing billing with multiple insurance providers, it's Important to or...

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How to Add Billing Provider Information and Default Service Rates

Last updated: 01/23/2025
How to add a Billing Provider, service rates and add treatment modifiers Information you will need to add a billing provider and service rates: • Your...

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How to Add A Payment Method For Patient Responsibility

Last updated: 01/23/2025
How to add a payment method for patient responsibility To add a payment method for a patient, ensure you are signed in to Ambiki and on the main das...

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Corrected Claims: Cancellation Vs. Replacement Vs. Reinvoicing

Last updated: 01/22/2025
Corrected Claims: Cancellation vs. Replacement vs. Reinvoicing Which option is best for the circumstance? Replacement If a claim was sent wit...

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Reinvoicing a Treatment Report

Last updated: 01/22/2025
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, p...

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How to Check When Authorizations Are Expiring

Last updated: 01/22/2025
How to check when Authorizations are expiring To check when an Authorization is expiring, ensure you are logged in to Ambiki and on the main dashbo...

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How to Generate a Facility Invoice

Last updated: 01/22/2025
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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How to Record a Payment Made On a Claim or Outstanding Invoice

Last updated: 01/21/2025
How to Record a Payment Made On a Claim or Outstanding Invoice Ambiki strongly encourages all users to participate in ERA enrollment so that payment p...

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Create A Billing Invoice

Last updated: 01/21/2025
Create a Billing Invoice To create a billing invoice, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click ...

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Claim Replacement

Last updated: 01/21/2025
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 both...

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How to Clear a Patient’s Attendance In the Schedule

Last updated: 01/20/2025
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: 01/20/2025
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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Patient Portal Troubleshooting For Administrators

Last updated: 01/20/2025
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 Receive Schedule Event Emails As a Parent or Guardian

Last updated: 01/17/2025
How to Receive Schedule Event Emails as a Parent or Guardian Scheduled event/session email notifications are sent to the patient/parent/legal guardian...

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How to Ensure Patient Portal Emails Are Sent to Legal Guardians

Last updated: 01/17/2025
To receive patient portal emails as a legal guardian, ensure the legal guardian is added with their email address in the patient's profile under the Con...

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How Do I Use the 'Important Notes Field' In the Patient Profile

Last updated: 01/17/2025
How Do I Use the 'Important Notes Field' in the Patient Profile To use the notes field for a patient, ensure you are signed in to Ambiki and on the ...

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How Do I Create a General Note For a Patient

Last updated: 01/15/2025
How do I create a general note for a patient General notes in Ambiki are used to provide flexibility for capturing a wide range of patient-related i...

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Set Up Pacing

Last updated: 01/15/2025
How to set up Pacing? To set up pacing, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patient...

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