Ambiki Release Note: Customizable Tables, Goal Status Accuracy, UI Reliability Improvements 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 4 days ago
Date: 04/09/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
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Sortable, customizable tables make it easier to focus on the data you need and export exactly what you see.
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Goal status display on signed Plans of Care is now accurate, and pending goals can be removed inline on custom form POCs.
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Supplemental documents, alternate name removal, and JetStream resource links are all more reliable.
🧑💼 Admins
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Org-wide table customization gives more control over how lists are viewed across Ambiki.
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Services index no longer crashes for organizations with no services.
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JetStream notifications now show the View button correctly for linked resources.
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Patient profile editing is smoother with alternate name removal fixed.
💳 Billers / Guardians
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Billers benefit from sortable/customizable tables and exports that match filters, sort order, and visible columns.
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Guardians/Patients: No direct workflow changes, but profile and document-related reliability is improved.
🚀 New Feature - Sortable and customizable columns on tables across Ambiki
👥 Audience: All users
🛠️ Steps to Access: Currently available to select organizations as a feature preview. Please reach out to the Support Team if you'd like to try it out.
📢 What's new?:
Your tables, your way.
🛠️ Steps to Access: Currently available to select organizations as a feature preview. Please reach out to the Support Team if you'd like to try it out.
📢 What's new?:
Your tables, your way.
Every index page in Ambiki now features sortable columns, customizable column visibility, and smarter exports, giving you more control over how you view and export your data.
Sort any column, instantly
Click any column header to sort ascending or descending. Whether you're scanning your patient list by last name, reviewing visit notes by date, or checking billing entries by amount, the data arranges itself the way you think about it.
Click any column header to sort ascending or descending. Whether you're scanning your patient list by last name, reviewing visit notes by date, or checking billing entries by amount, the data arranges itself the way you think about it.
Choose the columns that matter to you
Not every column is relevant to every workflow. Practice admins can now configure which columns appear org-wide, and, with an optional setting, individual therapists can personalize their own view. Less clutter, more focus.
Not every column is relevant to every workflow. Practice admins can now configure which columns appear org-wide, and, with an optional setting, individual therapists can personalize their own view. Less clutter, more focus.
What you see is what you export
Excel exports now respect your current sort order, active filters, and visible columns. No more exporting everything and then deleting columns in a spreadsheet. The export matches exactly what's on your screen, ready to use the moment you open it.
Excel exports now respect your current sort order, active filters, and visible columns. No more exporting everything and then deleting columns in a spreadsheet. The export matches exactly what's on your screen, ready to use the moment you open it.
Available everywhere
This isn't limited to one or two pages. Sortable, customizable tables are now live across every index page in Ambiki, including patients, visit notes, evaluations, care plans, billing, faxes, caseloads, session recordings, and dozens more.
This isn't limited to one or two pages. Sortable, customizable tables are now live across every index page in Ambiki, including patients, visit notes, evaluations, care plans, billing, faxes, caseloads, session recordings, and dozens more.
🛠️ Fix - Signed Plan of Care goals now display the correct active status
👥 Audience: Therapists, Admins
❗ Issue: Goals on signed Plans of Care could display as "pending" even though they had been activated. This was caused by legacy goal status data where date ordering did not match the actual sequence of status changes.
✅ Action Steps: No action required. Previously affected POCs will now correctly display goal statuses on next view.
❗ Issue: Goals on signed Plans of Care could display as "pending" even though they had been activated. This was caused by legacy goal status data where date ordering did not match the actual sequence of status changes.
✅ Action Steps: No action required. Previously affected POCs will now correctly display goal statuses on next view.
🛠️ Polish - Remove pending goals inline from custom form POCs
👥 Audience: Therapists
❗ Improvement: Pending goals on a custom form POC could not be removed inline. Users had to save, leave the form, go to the goals tab, and delete from there.
✅ Action Steps: No action needed. Pending goals now show a "Remove" button directly in the custom form POC view.
❗ Improvement: Pending goals on a custom form POC could not be removed inline. Users had to save, leave the form, go to the goals tab, and delete from there.
✅ Action Steps: No action needed. Pending goals now show a "Remove" button directly in the custom form POC view.
🛠️ Fix - Services index no longer crashes for organizations with no services
👥 Audience: Therapists, Admins
❗ Issue: The services index page crashed with a 500 error for any organization that had no services.
✅ Action Steps: None
❗ Issue: The services index page crashed with a 500 error for any organization that had no services.
✅ Action Steps: None
🛠️ Fix - JetStream View button now renders for linked-resource notifications
👥 Audience: All
❗ Issue: View button was not rendering on the JetStream for any notification that has a linked resource (faxes, evaluations, visit notes, etc.)
✅ Action Steps: No action required.
❗ Issue: View button was not rendering on the JetStream for any notification that has a linked resource (faxes, evaluations, visit notes, etc.)
✅ Action Steps: No action required.
🛠️ Fix - Alternate names can now be removed from patient profiles
👥 Audience: All
❗ Issue: Fixed an error when removing alternate names from patient profiles
✅ Action Steps: No action required - you can now remove alternate names.
❗ Issue: Fixed an error when removing alternate names from patient profiles
✅ Action Steps: No action required - you can now remove alternate names.
🛠️ Fix - Supplemental documents can now be created without error
👥 Audience: All
❗ Issue: Fixed an error when creating a new supplemental document
✅ Action Steps: No action required.
Thank you for choosing Ambiki.
❗ Issue: Fixed an error when creating a new supplemental document
✅ Action Steps: No action required.
Thank you for choosing Ambiki.