Ambiki Release Note: Patient Add UX, Smart Component Stability & Custom Patient IDs

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Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 11/24/2025

Summary by Persona (Grouped by Role)


πŸ‘©β€βš•οΈ Clinicians / Therapists

  • Faster scheduling: Patient picker now pre-populates again when adding to events.

  • Form reliability: Smart component date fields have sensible minimums; signature output sizing improved; legacy POC validation edge-case fixed.

  • Cleaner alerts: Discipline/Eval/POC alerts now auto-complete correctly.


πŸ§‘β€πŸ’Ό Admins

  • Accurate subscriptions: Trial status correctly determined when multiple subscriptions exist.

  • Data ops: Add a custom patient ID at create/edit; several Excel exports now include it.


πŸ’³ Billers / Guardians

  • Exports: Custom patient ID available in several reports for clearer reconciliation.

  • No action neededβ€”all changes apply automatically.


πŸ› οΈ Polish: Patient Search Pre-Populates When Adding to Events


πŸ‘₯ Audience: All
 ❗ Issue: Patients weren't loading until 2 characters were typed when adding a patient to an event. Patients should now pre-populate as before.
Β βœ… Action Steps: Nothing


πŸ› οΈ Fix: Smart Component Date Minimums, Signature Size & Legacy POC Validation


πŸ‘₯ Audience: All
 ❗ Issue: Updating all smart component date fields to have common sense minimums. Updated the signature field output to not be too big. Also fixed an issue most wont ever experience where if you had an older plan of care without an area of intervention component and then you turn on the skilled intervention requirement, it would prevent you from saving because it can't validate a component that doesn't exist.


πŸ› οΈ Fix: Alerts Auto-Complete for Discipline, Eval, and Care Plan


πŸ‘₯ Audience: All
 ❗ Issue: Resolves an issue where the 'Patient has not been assigned to a discipline' alert was not automatically completing. We've also fixed an issue where the 'No active evaluation on file' and 'No active care plan on file' alerts were not completing for care plans and evaluations created for future dates.
Β βœ… Action Steps: No action needed.


πŸ› οΈ Fix: Correct Trial Status with Multiple Subscriptions


πŸ‘₯ Audience: Admins, Org Owners, and anyone managing subscriptions
Β πŸ“… Date range affected: Any time multiple subscriptions existed for a user
 ❗ Issue: Users were sometimes flagged as β€œtrialing” because the system checked all subscriptions tied to them, including old ones with leftover trial dates.
Β βœ… Action Steps: No action needed β€” logic now correctly uses only the org’s current, in-period subscription to determine trial status.


πŸš€ New Feature: Custom Patient ID Field + Export Support


πŸ‘₯ Audience: All
Β πŸ› οΈ Steps to Access: No steps needed.
Β πŸ“’ What's new?: For organizations that would like to add a custom patient id to a patient profile, this can now be added when creating a patient or in editing the patient's profile. Several excel exports have also been updated to show the patient id. If no custom ID is added, the Ambiki patient ID will show.


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