Ambiki Release Note: Intake Documents Record Center
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: 02/23/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Manage intake paperwork across all patients in one place, quickly spotting items that still need signatures or must be completed before treatment.
🧑💼 Admins
- Centralized intake document oversight with filters and Excel export makes reporting and organization-wide follow-up much faster.
💳 Billers / Guardians
- No direct changes, but streamlined intake tracking can reduce delays that impact downstream workflows.
🚀 New Feature - Intake documents record center
👥 Audience: Therapists, Admins
🛠️ Steps to Access: (Professional or Professional limited account needed) Go to Dashboards -> (Record Center) Intake Documents or visit https://ambiki.com/intake-documents.
📢 What's new?: You can now view and manage all intake documents across your organization from one central location. Easily filter by date range, patient, document type (custom form or PDF upload), completion status, and more. Quickly identify documents that are pending signatures or need to be completed before treatment. Export your filtered results to Excel for reporting and record-keeping. This streamlined view helps you stay on top of patient paperwork without navigating to individual patient profiles.
Thank you for choosing Ambiki.
🛠️ Steps to Access: (Professional or Professional limited account needed) Go to Dashboards -> (Record Center) Intake Documents or visit https://ambiki.com/intake-documents.
📢 What's new?: You can now view and manage all intake documents across your organization from one central location. Easily filter by date range, patient, document type (custom form or PDF upload), completion status, and more. Quickly identify documents that are pending signatures or need to be completed before treatment. Export your filtered results to Excel for reporting and record-keeping. This streamlined view helps you stay on top of patient paperwork without navigating to individual patient profiles.
Thank you for choosing Ambiki.