Ambiki Release Note: September Release Roundup
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 6 days ago
Date: 10/01/2025
Clinical Documentation & Teletherapy
New features
Bug fixes / improvements
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Discharge screen now shows only active goals
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“Required before treatment” setting for intake documents is respected going forward
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Cloning a Plan of Care resets start/end dates
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Tenalog long (30–60 min) sessions no longer time out if you’re away from keyboard
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Hide expired diagnosis codes from the add-to-patient picker
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Treatment report view restored (9/26)
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Treatment report reload stability improvements
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Custom discharge can be saved even with no discharge reasons selected
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Invalid physician orders now display clear errors
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Patient header label simplified (“Sex at birth” → “Sex”); “Sign” button now yellow for clarity
Scheduling & Caseload Management
New features
Bug fixes / improvements
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Past events cannot be deleted when events are locked via org settings
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Admins can re-assign a scheduled session to themselves
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Caseload removal now persists when removing all caseloads from a patient
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Safeguard: updating a patient (e.g., uploading a doc) no longer removes caseloads unintentionally; re-add if previously affected
Billing & Claims
New features
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Claims export: new “Rendering provider (based on signed note)” column
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Billing menu: switch between Advanced and Simplified views
Bug fixes / improvements
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Claims export DOS values now populate reliably
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ERA repost import improvements; insurance invoice sequence correction; facility invoice stability for deleted facilities
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ERA insurance-company identification corrected (Sept 3–5); failed imports reprocessed
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Invoice record center keyword search works correctly
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ERA import patient matching improved (uses member # or Ambiki invoice #)
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Pay-rate teammate field is searchable
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Pay-rate lists sorted by last/first name, end date, then start date
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Invoice sequence corrected when inactive payment methods exist (reinvoice if rejected)
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Teammate Invoices page loads even when service duration is missing
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Edit re-invoiced non-standard service entries without errors
Authorizations, Intake & Alerts
New features
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Import discipline & diagnosis codes via the patient CSV importer
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Custom alert rule creation for uploaded patient documents (beta)
Bug fixes / improvements
Patient Portal & Communications
New features
Bug fixes / improvements
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Patient Portal links now redirect to the correct org login page
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Confirmation emails include organization name
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Inclusive wording: “parent-friendly summary” → “session summary” across EMR & portal
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