Ambiki Release Note: Message Sorting, Billing Exclusions & Ledger Stability
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.
Kim Luster 3 days ago
Date: 04/24/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- The Messages page is now easier to scan with sortable columns.
- The patient invoice page now shows net payment amounts more cleanly without extra text.
🧑💼 Admins
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Ledger cleanup is more stable when deleting invoices with write-offs.
- The Messages page now supports column sorting.
- You can now configure billing code exclusions on insurance payment methods to prevent unwanted auto-invoicing.
- The patient invoice page net payment display issue has been fixed.
💳 Billers / Guardians
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Billers: Billing code exclusions reduce invoice cleanup, and ledger deletion workflows are more reliable.
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Guardians/Patients: Patient invoice pages now display net payment amounts more clearly.
🛠️ Fix - Invoice deletion with write-offs no longer leaves failed background ledger tasks
👥 Audience: Admins, Billers
📅 Date range affected: Since the async ledger transfer rollout
❗ Issue: We fixed an issue where deleting an invoice with a write-off could leave a background task in a failed state.
✅ Action Steps: No action required.
📅 Date range affected: Since the async ledger transfer rollout
❗ Issue: We fixed an issue where deleting an invoice with a write-off could leave a background task in a failed state.
✅ Action Steps: No action required.
🚀 New Feature - Sortable columns on the Messages page
👥 Audience: Anyone who uses the Messages page (support messages and feedback) on an organization with the new index page experience enabled.
🛠️ Steps to Access: Visit the Messages page. Column headers that support sorting are now clickable — click a header to sort by that column, click again to reverse the direction. The existing filters still work alongside sorting.
📢 What's new?: You can now sort your messages list by clicking any sortable column header — Created, Priority, Submitted by, Organization, Type, Site area, Assigned, Status, or Comments. Leaving everything untouched keeps the default order (open items first, newest-first within a status), so nothing changes unless you click a header.
🛠️ Steps to Access: Visit the Messages page. Column headers that support sorting are now clickable — click a header to sort by that column, click again to reverse the direction. The existing filters still work alongside sorting.
📢 What's new?: You can now sort your messages list by clicking any sortable column header — Created, Priority, Submitted by, Organization, Type, Site area, Assigned, Status, or Comments. Leaving everything untouched keeps the default order (open items first, newest-first within a status), so nothing changes unless you click a header.
🚀 New Feature - Exclude billing codes from insurance auto-invoicing
👥 Audience: Admins, Billers
🛠️ Steps to Access: Under Patient → Payment methods → Edit an insurance payment method, a new "Exclusions" section lets you add one or more billing codes to exclude. To avail this feature, please open a support message.
📢 What's new?: You can now tell Ambiki which billing codes should not be auto-invoiced to a specific insurance payment method. When a treatment report is completed, those codes are skipped on the auto-generated invoice for that payer, so your team doesn't have to clean up invoices after the fact.
🛠️ Steps to Access: Under Patient → Payment methods → Edit an insurance payment method, a new "Exclusions" section lets you add one or more billing codes to exclude. To avail this feature, please open a support message.
📢 What's new?: You can now tell Ambiki which billing codes should not be auto-invoiced to a specific insurance payment method. When a treatment report is completed, those codes are skipped on the auto-generated invoice for that payer, so your team doesn't have to clean up invoices after the fact.
🛠️ Fix - Net payment amount column displays correctly on patient invoice page
👥 Audience: Therapists, Admins, Patients
📅 Date range affected: Since approximately late March 2026
❗ Issue: We fixed an issue on the patient invoice page where the Net payment amount column was sometimes showing extra text in front of the dollar amount.
✅ Action Steps: No action needed.
Thank you for choosing Ambiki.
📅 Date range affected: Since approximately late March 2026
❗ Issue: We fixed an issue on the patient invoice page where the Net payment amount column was sometimes showing extra text in front of the dollar amount.
✅ Action Steps: No action needed.
Thank you for choosing Ambiki.