Ambiki Release Note: Custom Form Visit Note Options and Documentation Dashboard Fixes

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Samuel Okoth avatar

Samuel Okoth 5 days ago

Date: 08/05/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists using the custom form editor will only see the Visit note document type when custom form visit notes are turned on for their practice.


🧑‍💼 Admins

  • Admins will see the correct document type options in the custom form editor, and the Documents needing attention panel will load normally for larger practices.


💳 Billers / Guardians

  • No direct changes.

🛠️ Fix - Visit Note Option Only Appears When Enabled


👥 Audience: Therapists and Admins who use the custom form editor

📅 Date range affected: Since custom form visit notes were introduced

❗ Issue: "Visit note" could appear as a document type choice when building a custom form, for practices that do not have custom form visit notes turned on. Choosing it created a form that then could not be found or opened again.

✅ Action Steps: None. The choice no longer appears unless the feature is turned on for your practice.

🛠️ Fix - Documents Needing Attention Panel Loads Normally


👥 Audience: Admins

❗ Issue: The "Documents needing attention" panel on the Clinical Documentation dashboard could keep loading without ever displaying for larger practices.

✅ Action Steps: None. The panel now loads normally.


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