Ambiki Release Note: Goal Status Accuracy, Billing Fixes & Patient Emergency Contacts

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Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 12/26/2025

Summary by Persona (Grouped by Role)


πŸ‘©β€βš•οΈ Clinicians / Therapists

  • Goals clarity: Goal status + default visibility now match between the document view and β€œCustomize Goals Shown,” plus a chronological goal status history is now shown beneath goal comments.

  • Patient safety/contact info: Add an emergency phone number (with optional notes) directly on the patient profile.

  • Visit note duration display: Duration now sums correctly (visual-only fix).


πŸ§‘β€πŸ’Ό Admins

  • Billing improvements: CMS1500 Box 22 auto-fills for corrected-state claims; Service Rates filtering no longer errors.

  • Clinical workflow: Same goal and visit note display fixes as clinicians.

  • Patient profiles: Emergency phone number + note fields now available.


πŸ’³ Billers / Guardians

  • Billers: Cleaner CMS1500 output (Box 22) and smoother Service Rates filtering.

  • Guardians/Patients: Emergency contact info can be added and documented more clearly.

πŸ› οΈ Fix - Goal status consistency + goal status history in Customize Goals Shown

πŸ‘₯ Audience: Therapists, Admins
❗ Issue: Goal statuses and default visibility could appear inconsistent between the document view and the β€œCustomize Goals Shown” modal. In some cases, goals that were correctly displayed in the document were marked as β€œNot selected by default,” or goals reverted to Active due to legacy data inconsistencies. This was caused by relying on mutable goal fields and outdated default visibility logic instead of resolved goal status history. Added a chronological history of goal status changes that lives below the comment for the goal.
βœ… Action Steps: No action required. Goal status display and default selection behavior have been corrected automatically.

πŸ› οΈ Fix - CMS1500 Box 22 fills for corrected-state claims

πŸ‘₯ Audience: Admins
❗ Issue: CMS1500 form box 22 (Resubmission code, original reference number) will now be filled in if the latest 837P claim for an invoice is already in a corrected state.
βœ… Action Steps: No additional steps needed.

πŸ› οΈ Fix - Service rates filtering no longer errors

πŸ‘₯ Audience: Admins
❗ Issue: The service rates page would give an error when trying to filter the rates. This change fixes the issue.
βœ… Action Steps: No action required.

πŸš€ New Feature - Emergency phone numbers on patient profiles

πŸ‘₯ Audience: All
πŸ“’ What's new?: The ability to add an emergency phone number has been added for the patient profile. We've also included a note box for each number for optional team notes.

πŸ› οΈ Fix - Visit note duration display respects treatment report service units

πŸ‘₯ Audience: All
❗ Issue: Previously, the visit note's duration field did not take the treatment report services' unit field into account when summing the duration. This was ONLY a visual glitch.
βœ… Action Steps: No action required.

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