Ambiki Release Note: Faster Reporting, Better Schedule Permissions, and Accurate Makeup Dashboard

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Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 01/15/2026

Summary by Persona (Grouped by Role)


πŸ‘©β€βš•οΈ Clinicians / Therapists

  • No direct workflow changes, but admin scheduling behavior is more consistent and makeup visit tracking is more accurate.


πŸ§‘β€πŸ’Ό Admins

  • Financial statements: Large custom-date reports won’t time out anymoreβ€”reports run in the background and you’ll get an email link when ready (available for 7 days).

  • Makeup dashboard accuracy: Present events (including those updated from No Show/Cancelled β†’ Present) no longer appear incorrectly.


πŸ’³ Billers / Guardians

  • Billers/Admins: Financial statements for custom date ranges are now much easier to generate for large orgs thanks to emailed report links.

πŸ› οΈ Polish - Financial statements custom date ranges now run in background

πŸ‘₯ Audience: Admins, Billing Staff
❗ Issue: The financial statements dashboard was timing out for larger organizations when requesting custom date ranges, making it difficult to generate reports for specific periods.
βœ… Action Steps: No action required. When you request a custom date range for financial statements, the system will now process your report in the background and email you a link when it's ready. Reports are available for 7 days after generation.

πŸ› οΈ Polish - Schedule admins can create past events beyond edit window

πŸ‘₯ Audience: Schedule Admins
❗ Issue: Schedule admins could edit past events beyond the edit window but could not create new past events, even though they had full schedule management permissions.
βœ… Action Steps: No action required. This change applies automatically.

πŸ› οΈ Fix - Makeup dashboard no longer shows events marked present

πŸ‘₯ Audience: Admins
❗ Issue: Makeup Dashboard found in the Admin Dashboards was incorrectly displaying events that had been marked present. It will now show accurate events. As well if an event was originally marked "No Show", or "Cancelled" and then later updated to be marked "Present" the event will no longer appear on the makeup dashboard
βœ… Action Steps: None


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