Ambiki Release Note: Billing Accuracy Fixes, Compliance Safeguards & Bulk Payer Import

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Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 11/10/2025

Summary by Persona (Grouped by Role)


๐Ÿ‘ฉโ€โš•๏ธ Clinicians / Therapists

  • Prognosis control fix ensures the correct details text is used in smart components.

  • Stronger compliance: users canโ€™t sign amendments if their signature discipline doesnโ€™t match the document.


๐Ÿง‘โ€๐Ÿ’ผ Admins

  • Status corrections: single-payer/no-allowed-amount reports now show Paid, not Partially paid.

  • Dashboard accuracy: SMS add-on status displays correctly.

  • Invoice workflows: date-range filters work during consolidation; consolidation requires >=2 invoices.

  • Ledger v3 tracking shows only reinvoiced invoices in sequence.

  • Payroll rounding fix addresses off-by-one-cent totals (review notified periods).

  • Onboarding boost: bulk import payers for new orgs.


๐Ÿ’ณ Billers / Guardians

  • Cleaner AR & claims from accurate statuses, date filters, and rounding fixes.

  • Fewer reworks thanks to corrected displays and sequence handling.


๐Ÿ› ๏ธ Fix: Paid Status Accuracy for Single-Payer, No Allowed Amount


๐Ÿ‘ฅ Audience: Admins
ย โ— Issue: Treatment reports with a single insurance payer and no allowed amount were incorrectly marked as โ€œPartially paidโ€ instead of โ€œPaid.โ€
ย โœ… Action Steps: The affected treatment reports have been corrected to display the proper โ€œPaidโ€ status.


๐Ÿ› ๏ธ Fix: Subscription Dashboard SMS Status Display


๐Ÿ‘ฅ Audience: Admins
ย โ— Issue: The subscription dashboard incorrectly displayed the SMS add-on as "Enabled", even though it was disabled on the "Manage organization add-ons" page. This was only a visual issue.
ย โœ… Action Steps: None


๐Ÿ› ๏ธ Fix: Prognosis Smart Control Uses Details Text


๐Ÿ‘ฅ Audience: Everyone
ย โ— Issue: Prognosis smart control wasnt correctly using the prognosis details text.


๐Ÿ› ๏ธ Fix: Discipline Match Required for Signing Amendments


๐Ÿ‘ฅ Audience: All
ย โ— Issue: Users will not be allowed to sign an amendment if their signature discipline doesn't match the document
ย โœ… Action Steps: None


๐Ÿ› ๏ธ Fix: Date Range Filters on Invoice Consolidation


๐Ÿ‘ฅ Audience: All
ย โ— Issue: This fixes an issue where invoices could not be filtered by "Date from" and "Date to" when consolidating them.
ย โœ… Action Steps: None


๐Ÿ› ๏ธ Fix: Ledger v3 Reinvoice Tracking Bars & Sequence


๐Ÿ‘ฅ Audience: Admins
ย โ— Issue: Ledger V3 enabled organizations, Treatment report page tracking: When a reinvoice has taken place, the tracking bars at the top of the page only show reinvoiced invoices and fixes their display sequence.
ย โœ… Action Steps: No action necessary.


๐Ÿ› ๏ธ Fix: Payroll & Service Totals Rounding


๐Ÿ‘ฅ Audience: Admins
ย โ— Issue: Some payroll and service totals were off by one cent due to rounding errors. Affected organizations have been notified with the specific payroll periods impacted.
ย โœ… Action Steps: If your organization was affected, please review the impacted payroll periods and determine whether a future payroll adjustment is needed for any affected therapists. We will be reaching out to affected organizations through the Ambiki support message system.


๐Ÿš€ New Feature: Bulk Import Payers


๐Ÿ‘ฅ Audience: New organizations on Ambiki
ย ๐Ÿ› ๏ธ Steps to Access: Billing -> Insurance Companies -> Import Payers
ย ๐Ÿ“ข What's new?: Users can now bulk import payers to their organization.


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