Ambiki Release Note: Assistant Billing, Schedule Confirmations, Fast Pay, Claim Status, and UB-04 Updates

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Samuel Okoth avatar

Samuel Okoth 1 day ago

Date: 10/09/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists and schedulers can see patient confirmation status directly on the schedule, while assistant billing can now follow payer-specific NPI and modifier requirements.


🧑‍💼 Admins

  • Admins can configure how therapy assistants are billed by payer, see confirmation status on the schedule, manage Fast Pays more easily, and see more accurate treatment report claim statuses.


💳 Billers / Guardians

  • Billers: Billers can configure assistant NPI and modifier rules, better manage Fast Pay payments, see corrected electronic claim statuses, and print UB-04 forms for institutional invoices.

  • Guardians/Patients: No direct changes.

🚀 New Feature - Configure Assistant Billing by Insurance Company


👥 Audience: Billers, Admins

🛠️ Steps to Access: Edit an insurance company and go to Claim settings. Requires permission to manage insurance companies.

📢 What's new?: For each insurance company, you can now choose whether services provided by therapy assistants are billed under the assistant's own NPI or the supervising therapist's, and which assistant modifiers (CO or CQ, HM, UB) are added to those services automatically.

🚀 New Feature - Patient Confirmation Status on the Schedule


👥 Audience: Therapists, Admins, Schedulers

🛠️ Steps to Access: Open the schedule. No setup is needed.

📢 What's new?: Upcoming sessions on the schedule now show a blue bar on the left side when patients are confirmed. A full bar means every patient is confirmed, and a half bar means some are.

🛠️ Fix - Fast Pay Payments Are Easier to Manage


👥 Audience: Admins, billers

📅 Date range affected: Fast pays run on individual patient invoices

❗ Issue: Payments made through fast pay could not be deleted from the invoice, only refunded. The fast pays list also did not show who ran each fast pay.

✅ Action Steps: Cash and other non-card payments made through fast pay can now be deleted from the invoice payment page on individual invoices. Card payments are still refunded, not deleted. Additionally, helpful filters and search bar have been added to the list of Fast Pays for easier sorting and management.

🛠️ Fix - Treatment Reports Show the Correct Claim Status


👥 Audience: Billers, Admins

📅 Date range affected: N/A

❗ Issue: After a CMS-1500 form was printed for a visit, its treatment report could show "Manually submitted" even though the claim was sent electronically. A visit marked as manually submitted by hand also kept that status after its payment was posted.

✅ Action Steps: None. Going forward, treatment reports show the status of the electronic claim. Visits already showing "Manually submitted" update once the payer's payment or denial is posted, and visits that were marked as manually submitted by hand and have since been paid now show that payment.

🚀 New Feature - Print UB-04 Forms for Institutional Invoices


👥 Audience: Billing admins

🛠️ Steps to Access: Institutional billing is turned on per organization by Ambiki.

📢 What's new?: Practices that bill institutional claims can print a UB-04 form for an invoice. Printing it marks the visit as manually submitted until a payment is recorded, unless the claim was already sent electronically, and the printed form is included in the patient's records export.


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