Ambiki Release Note: CSV Code Imports & Custom Alerts For Uploaded Documents (Beta)
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 3 days ago
Date: 09/12/2025
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
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CSV Code Imports: New patients brought in via CSV can arrive with the correct discipline and diagnosis codes, reducing manual cleanup.
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Custom Alerts for Uploaded Documents (Beta): If enabled by your org, you’ll see alerts tied to required uploaded documents (including optional expirations), helping keep charts complete.
🧑💼 Admins
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CSV Code Imports: Add discipline and diagnosis codes directly through Ambiki’s patient CSV importer to speed onboarding and improve data integrity.
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Custom Alerts for Uploaded Documents (Beta): Configure org-specific document tags (and expirations) under Organization admin → Custom alert configurations; contact Support to enable the preview.
💳 Billers / Guardians
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CSV Code Imports: More accurate diagnosis/discipline data from day one supports cleaner claims and fewer corrections.
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Custom Alerts for Uploaded Documents (Beta): Indirect benefit—timely document collection helps reduce downstream billing issues.
🚀 New Feature - import discipline and diagnosis codes through Ambiki's patient CSV importer
👥 Audience: All
📢 What's new?: Users can now import discipline and diagnosis codes when importing patients through Ambiki's CSV patient importer.
📢 What's new?: Users can now import discipline and diagnosis codes when importing patients through Ambiki's CSV patient importer.
🚀 New Feature - Custom alert rule creation for uploaded patient documents
👥 Audience: Admins
📢 What's new?: Does your organization require uploaded documents on every patient profile? Now you can create alerts for those needs through custom alerts!
🛠️ Steps to Access: This feature is in beta preview. Please reach out to our support staff if you would like it enabled for your organization.
Go to the newly revamped 'Custom alert configurations' link under 'Organization admin'. This area has been updated to add document tags for your organization. Choose the name of your document tag, choose if that document has an expiration date (to create expiring alerts) and click save! After saved, your team can add document tags to the patient profile.
Thank you for choosing Ambiki.
📢 What's new?: Does your organization require uploaded documents on every patient profile? Now you can create alerts for those needs through custom alerts!
🛠️ Steps to Access: This feature is in beta preview. Please reach out to our support staff if you would like it enabled for your organization.
Go to the newly revamped 'Custom alert configurations' link under 'Organization admin'. This area has been updated to add document tags for your organization. Choose the name of your document tag, choose if that document has an expiration date (to create expiring alerts) and click save! After saved, your team can add document tags to the patient profile.
Thank you for choosing Ambiki.