Ambiki Release Note: Better Filtering, Document Selection, More Reliable Billing Views and More
Stay up to date on new features and improvements to Ambiki - Ambiki release notes is where the Ambitious Idea Labs team publicly communicates new functionality added to Ambiki so that our users can stay on top of everything that is new.
Samuel Okoth 6 days ago
Date: 04/07/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
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All Documents filtering makes it easier to narrow down documents by date range and type before bundling.
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Custom Form Template search now renders correctly for single-result searches.
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Teletherapy events once again show the correct camera icon on the calendar.
🧑💼 Admins
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Treatment Report Services now support filtering by service location and no longer fail to load when a billing code is missing.
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Custom forms discipline filtering has been fixed.
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Importer improvements make optional field issues warnings instead of blockers, while required field fixes are recognized properly.
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Payroll dashboard now updates once daily.
💳 Billers / Guardians
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Billing staff can now filter Treatment Report Services by service location and work around missing billing codes without page failures.
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Practice owners and office managers can now filter the All Documents page before generating PDF bundles, saving time on records requests.
🚀 New Feature - Service location filter on Treatment Report Services
👥 Audience: Admins, Billing staff
🛠️ Steps to Access: Billing → Treatment report services → Filters
📢 What's new?: A new "Service location" filter has been added to the Treatment Report Services page. Users can now filter services by the facility where they were rendered. The filter matches records across three data paths: event location, facility invoice, and patient facility assignment at the date of service.
🛠️ Steps to Access: Billing → Treatment report services → Filters
📢 What's new?: A new "Service location" filter has been added to the Treatment Report Services page. Users can now filter services by the facility where they were rendered. The filter matches records across three data paths: event location, facility invoice, and patient facility assignment at the date of service.
🛠️ Fix - Treatment Report Services page loads even when billing code is missing
👥 Audience: Admins, Billing staff
❗ Issue: On the Treatment Report Services list, the page could fail to load when a service was missing a billing code. The list now loads even when a service has no billing code, so you can keep working without that error.
✅ Action Steps: No action needed — the page will now handle these records gracefully.
❗ Issue: On the Treatment Report Services list, the page could fail to load when a service was missing a billing code. The list now loads even when a service has no billing code, so you can keep working without that error.
✅ Action Steps: No action needed — the page will now handle these records gracefully.
🛠️ Fix - Filtering by discipline for Custom forms
👥 Audience: Admins
📅 Date range affected: April 3, 2026
❗ Issue: Fixes filtering by discipline for Custom forms
📅 Date range affected: April 3, 2026
❗ Issue: Fixes filtering by discipline for Custom forms
🛠️ Polish - Importer warnings for optional fields and corrected required field handling
👥 Audience: All
❗ Issue: The importer would provide errors for optional fields and block users from saving their data. Now optional fields provide warnings as a suggested fix but do not block the user from saving. Any data that is incorrect however, will not save to the patient profile. As well fields required fields were not getting marked as fixed and also blocking the user from saving. That has now been corrected.
✅ Action Steps: None
❗ Issue: The importer would provide errors for optional fields and block users from saving their data. Now optional fields provide warnings as a suggested fix but do not block the user from saving. Any data that is incorrect however, will not save to the patient profile. As well fields required fields were not getting marked as fixed and also blocking the user from saving. That has now been corrected.
✅ Action Steps: None
🚀 New Feature - Date range and document type filters on All Documents
👥 Audience: Practice Owners, Office Managers, Billing Staff
🛠️ Steps to Access: Patient Chart → All Documents tab
📢 What's new?: The All Documents page now includes date range and document type filters, so you can quickly narrow down documents by service dates and type (e.g. Evaluations, Plans of Care) before selecting them for download. No more manually unchecking hundreds of documents or remembering exact date ranges — just filter, select, and generate your PDF bundle.
🛠️ Steps to Access: Patient Chart → All Documents tab
📢 What's new?: The All Documents page now includes date range and document type filters, so you can quickly narrow down documents by service dates and type (e.g. Evaluations, Plans of Care) before selecting them for download. No more manually unchecking hundreds of documents or remembering exact date ranges — just filter, select, and generate your PDF bundle.
🛠️ Fix - Custom Form Template single search result rendering
👥 Audience: Therapists, Admins
❗ Issue: Custom Form Template single search result was rendering incorrectly.
❗ Issue: Custom Form Template single search result was rendering incorrectly.
🛠️ Change - Payroll dashboard updates once daily
👥 Audience: All users
❗ Change: Payroll dashboard data now updates once daily.
✅ Action Steps: None.
❗ Change: Payroll dashboard data now updates once daily.
✅ Action Steps: None.
🛠️ Fix - Teletherapy events show the correct camera icon on the calendar
👥 Audience: All users
📅 Date range affected: Since May 12, 2025
❗ Issue: Teletherapy events on the calendar were missing the camera icon and instead showing the generic person icon.
✅ Action Steps: No action needed. The fix takes effect immediately.
Thank you for choosing Ambiki.
📅 Date range affected: Since May 12, 2025
❗ Issue: Teletherapy events on the calendar were missing the camera icon and instead showing the generic person icon.
✅ Action Steps: No action needed. The fix takes effect immediately.
Thank you for choosing Ambiki.