Ambiki Release Note: Clinical & Billing Fixes + Signature Request Deletion
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 5 days ago
Date: 09/10/2025
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
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Discharge Screen Goals now show only active goals; no more pulling from deleted POCs or including pending/met items.
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Intake Documents respect your Required before treatment setting (June 2025–today items previously affected).
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Clone to New POC resets start/end dates automatically.
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Signature Requests can be deleted when no longer relevant.
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Past Event Deletions blocked when org settings lock events (schedule integrity).
🧑💼 Admins
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ERA Insurance Matching (Sept 3–5, 2025) corrected; previously failed ERAs reprocessed, with guidance for any remaining edge cases.
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Editing Re-Invoiced Non-Standard Service Entries now works as expected.
💳 Billers / Guardians
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ERA Identification Fix improves payer matching accuracy and reduces manual clean-up.
🛠️ Fix: Discharge Screen Shows Only Active Goals
👥 Audience: Therapists
❗ Issue: Discharge screen pulled goals from a deleted POC and/or included pending/met goals instead of active ones.
✅ Action Steps: No user action required; behavior is corrected automatically.
❗ Issue: Discharge screen pulled goals from a deleted POC and/or included pending/met goals instead of active ones.
✅ Action Steps: No user action required; behavior is corrected automatically.
🛠️ Fix: “Required before treatment” Setting Respected for Intake Documents
👥 Audience: Therapists
📅 Date range affected: Intake documents created from June 2025 to Today ... all going forward will work correctly.
❗ Issue: The "Required before treatment" setting was being overwritten to always be true with a change that happened back in June. Honest mistake that is now resolved. Whatever setting you make will now stick.
✅ Action Steps: No action required on all future intake documents. Those created between June 2025 and today though will be flagged as required before treatment no matter what the template setting said.
📅 Date range affected: Intake documents created from June 2025 to Today ... all going forward will work correctly.
❗ Issue: The "Required before treatment" setting was being overwritten to always be true with a change that happened back in June. Honest mistake that is now resolved. Whatever setting you make will now stick.
✅ Action Steps: No action required on all future intake documents. Those created between June 2025 and today though will be flagged as required before treatment no matter what the template setting said.
🛠️ Fix: Cloned Plan of Care Resets Dates
👥 Audience: Therapists
❗ Issue: When you "clone to new" a Plan of care, it will now reset the start/end date for the new plan of care.
❗ Issue: When you "clone to new" a Plan of care, it will now reset the start/end date for the new plan of care.
🛠️ Fix: Edit Re-Invoiced Non-Standard Service Entries
👥 Audience: All
❗ Issue: Editing a non standard service entry that has been invoiced and then re-invoiced.
✅ Action Steps: None, the non standard service entry should now be able to be edited.
❗ Issue: Editing a non standard service entry that has been invoiced and then re-invoiced.
✅ Action Steps: None, the non standard service entry should now be able to be edited.
🛠️ Fix: ERA Insurance Company Identification (Sept 3–5, 2025)
👥 Audience: Admins
📅 Date range affected: September 3rd through September 5th 2025.
❗ Issue: Fixes an issue affecting the correct identification of Insurance companies of ERAs where the name and EDI payer ID do not match.
✅ Action Steps: ERA EDI 835 records that previously failed have been reprocessed. If there are any remaining with import issues, please add an alternate name to your Insurance company to match the ERA.
📅 Date range affected: September 3rd through September 5th 2025.
❗ Issue: Fixes an issue affecting the correct identification of Insurance companies of ERAs where the name and EDI payer ID do not match.
✅ Action Steps: ERA EDI 835 records that previously failed have been reprocessed. If there are any remaining with import issues, please add an alternate name to your Insurance company to match the ERA.
🚀 New Feature - ability to delete signature requests
👥 Audience: Therapists
🛠️ Steps to Access: Top-right user icon → Signature Requests
📢 What's new?: You can now delete a signature request if it is no longer relevant (for example, when the supervisor–supervisee relationship changes after the request was created).
🛠️ Steps to Access: Top-right user icon → Signature Requests
📢 What's new?: You can now delete a signature request if it is no longer relevant (for example, when the supervisor–supervisee relationship changes after the request was created).
🛠️ Fix: Prevent Deletion of Past Events When Locked
👥 Audience: Schedule users
❗ Issue: You can no longer delete an event in the past if you have the events locked down through organization settings.
❗ Issue: You can no longer delete an event in the past if you have the events locked down through organization settings.