Ambiki Release Note: Patient Balance Accuracy & Visit Note Billing Revert Safeguard
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Samuel Okoth 3 days ago
Date: 05/29/2026
Summary by Persona (Grouped by Role)
👩‍⚕️ Clinicians / Therapists
- Visit notes can no longer be incorrectly reverted to “billing not needed” after a facility or patient invoice has already been created.
🧑‍💼 Admins
- Patient balances reports will no longer include amounts from deleted invoices after the next nightly cache refresh.
- Reverting billing status on already-billed visit notes is now blocked with a clear message to prevent stuck “billing needed” states.
đź’ł Billers / Guardians
-
Billers: Patient balances reports will be more accurate, and billed visit notes are better protected from incorrect billing-status changes.
-
Guardians/Patients: No direct changes.
🛠️ Fix - Patient balances report excludes deleted invoices
đź‘Ą Audience: Admins
đź“… Date range affected: N/A
âť— Issue: The patient balances report was incorrectly including amounts from previously deleted invoices.
âś… Action Steps: No action needed. The report will update automatically after the next nightly cache refresh.
đź“… Date range affected: N/A
âť— Issue: The patient balances report was incorrectly including amounts from previously deleted invoices.
âś… Action Steps: No action needed. The report will update automatically after the next nightly cache refresh.
🛠️ Fix - Revert billing not needed blocked after invoice creation
đź‘Ą Audience: Therapists and admins using the visit note Actions menu.
âť— Issue: The "Revert billing not needed" button could be clicked even after a facility or patient invoice had been created for the session, leaving the note stuck showing "billing needed".
✅ Action Steps: No action needed. If a session has already been billed, reverting is now blocked with a clear message — remove the linked service entry or invoice first if you really need to revert.
Thank you for choosing Ambiki.
âť— Issue: The "Revert billing not needed" button could be clicked even after a facility or patient invoice had been created for the session, leaving the note stuck showing "billing needed".
✅ Action Steps: No action needed. If a session has already been billed, reverting is now blocked with a clear message — remove the linked service entry or invoice first if you really need to revert.
Thank you for choosing Ambiki.