Ambiki Release Note: Goal Comment Consistency, Makeup Visit Filters, Fast Pay 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 5 days ago
Date: 04/08/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Goal comments now carry over correctly when goals move from pending to active upon signing documents.
- Makeup visit dashboard now has better filtering and sorting for easier tracking.
🧑💼 Admins
- Site admin permission toggling no longer causes server errors.
- Makeup visit dashboard includes new filters, columns, and improved sorting.
- New Fast Pay feature (preview) allows applying payments to multiple invoices at once.
- Box 32 service facility address now supports all event location types.
💳 Billers / Guardians
-
Billers: Fast Pay significantly speeds up applying payments across multiple invoices.
-
Billing staff: Box 32 improvements ensure more accurate claim data for non-clinic service locations.
🛠️ Fix - Site admin permission toggle no longer causes server error
👥 Audience: Ambiki admins
❗ Issue: Toggling a site administration permission that had previously been revoked caused a server error
✅ Action Steps: No action needed
❗ Issue: Toggling a site administration permission that had previously been revoked caused a server error
✅ Action Steps: No action needed
🛠️ Fix - Goal comments now carry over when moving from pending to active
👥 Audience: Therapists, Admins
📅 Date range affected: All time
❗ Issue: When a Plan of Care or Evaluation was signed, pending goals were automatically set to active but the clinician's comment on the pending GoalStatus was not moved to active which made it look like the comment was lost and/or replaced with a blank comment on the new active GoalStatus.
✅ Action Steps: No action needed. Going forward, comments will automatically carry over when goals move from pending to active during signing.
📅 Date range affected: All time
❗ Issue: When a Plan of Care or Evaluation was signed, pending goals were automatically set to active but the clinician's comment on the pending GoalStatus was not moved to active which made it look like the comment was lost and/or replaced with a blank comment on the new active GoalStatus.
✅ Action Steps: No action needed. Going forward, comments will automatically carry over when goals move from pending to active during signing.
🚀 New Feature - Enhanced filters and columns on Makeup Visit dashboard
👥 Audience: Admins, Therapists
🛠️ Steps to Access: Requires manageOrganization permission; navigate to Organization → Dashboards → Makeup Visits
📢 What's new?: The makeup visit dashboard now includes filters for patient name, status, priority, assigned user, original therapist, service location, and event date range. New columns for the original therapist and service location were also added. Visits are also now sorted by original event date ascending.
🛠️ Steps to Access: Requires manageOrganization permission; navigate to Organization → Dashboards → Makeup Visits
📢 What's new?: The makeup visit dashboard now includes filters for patient name, status, priority, assigned user, original therapist, service location, and event date range. New columns for the original therapist and service location were also added. Visits are also now sorted by original event date ascending.
🚀 New Feature - Fast Pay
👥 Audience: Admins
🛠️ Steps to Access: Fast Pay is 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?: You can now pay multiple patient or facility at once using Fast Pay! No need to open each invoice individually to apply payment.
Select multiple invoices using checkboxes
Set payment type, payment method and amount per invoice
Review a confirmation summary before submitting payments
Track payment progress in real time with status updates
This makes applying payments faster, simpler, and less error-prone, especially for teams with many outstanding invoices to process weekly. Billing staff previously had to open each invoice one at a time to apply payments, which slowed down collections and increased admin workload. Fast Pay streamlines this process, helping teams reduce time spent on payment processing.
🛠️ Steps to Access: Fast Pay is 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?: You can now pay multiple patient or facility at once using Fast Pay! No need to open each invoice individually to apply payment.
Select multiple invoices using checkboxes
Set payment type, payment method and amount per invoice
Review a confirmation summary before submitting payments
Track payment progress in real time with status updates
This makes applying payments faster, simpler, and less error-prone, especially for teams with many outstanding invoices to process weekly. Billing staff previously had to open each invoice one at a time to apply payments, which slowed down collections and increased admin workload. Fast Pay streamlines this process, helping teams reduce time spent on payment processing.
🚀 New Feature - Box 32 service facility address supports all event location types
👥 Audience: Admins, Billing staff
🛠️ Steps to Access: Insurance Companies > Edit payer > enable "Use event location as service facility address (box 32)"
📢 What's new?: The existing Box 32 checkbox now populates the service facility address for all event location types (schools, other facilities, home, etc.), not just clinics. If the event has a location and its address differs from the billing provider address, Box 32 will be filled. Note: Organizations that already have this checkbox enabled will automatically see Box 32 populated for non-clinic locations (schools, other facilities, event location types) where it was previously blank. No action is required — this is the intended behavior.
Thank you for choosing Ambiki.
🛠️ Steps to Access: Insurance Companies > Edit payer > enable "Use event location as service facility address (box 32)"
📢 What's new?: The existing Box 32 checkbox now populates the service facility address for all event location types (schools, other facilities, home, etc.), not just clinics. If the event has a location and its address differs from the billing provider address, Box 32 will be filled. Note: Organizations that already have this checkbox enabled will automatically see Box 32 populated for non-clinic locations (schools, other facilities, event location types) where it was previously blank. No action is required — this is the intended behavior.
Thank you for choosing Ambiki.