Ambiki Release Note: Session Reliability, Intake Visibility, Patient Portal Spanish Support and More

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Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 04/20/2026

Summary by Persona (Grouped by Role)


πŸ‘©β€βš•οΈ Clinicians / Therapists

  • Session stability improved across multiple tabs, and patient profile tabs now return you to the correct place after deleting records.

  • Intake documents now show guardian signature date/time, and you can favorite custom form templates for faster access.

  • Tenalog processing is more reliable in rare connection-failure cases.


πŸ§‘β€πŸ’Ό Admins

  • Bulk patient import now supports insurance coverage fields.

  • Custom form builders now get clearer guidance on required smart components, with publish safeguards.

  • Patient Portal now supports Spanish, including per-patient language preferences for notifications.


πŸ’³ Billers / Guardians

  • Billers/Office staff: Patient imports can now bring in payer/member/group/subscriber data alongside demographics.

  • Guardians/Patients: Intake documents now clearly show guardian signature timestamps, and the Patient Portal is now available in Spanish.

πŸ› οΈ Fix - Multi-tab session timeouts now respect normal inactivity window

πŸ‘₯ Audience: All users
πŸ“… Date range affected: Users who worked with multiple tabs or windows open in the last several weeks
❗ Issue: We fixed an issue where users working across multiple browser tabs could be signed out before the normal 60 minutes of inactivity, and where the "session expiring" warning might not appear with enough time to stay signed in.
βœ… Action Steps: No action needed. Users working in multiple tabs should no longer be signed out early.

πŸ› οΈ Fix - Tenalog recording processing more reliable after temporary connection issues

πŸ‘₯ Audience: Therapists
πŸ“… Date range affected: N/A
❗ Issue: In rare cases, Tenalog session recordings could show a processing error due to a temporary connection issue when downloading the transcription results.
βœ… Action Steps: No action needed. Affected recordings may need to be re-recorded if they were not automatically recovered

πŸ› οΈ Fix - Patient profile redirects now return to the correct tab after deleting records

πŸ‘₯ Audience: All staff
πŸ“… Date range affected: N/A
❗ Issue: After deleting a record from a patient profile tab, the page would reload without returning the user to the tab they were on.
βœ… Action Steps: No action needed. The correct tab will now be selected automatically after a redirect.

πŸš€ New Feature - Patient import CSV now supports insurance coverage fields

πŸ‘₯ Audience: Admins, Office staff
πŸ› οΈ Steps to Access: No feature flag required. Available on the bulk patient import page.
πŸ“’ What's new?: The patient import CSV now supports four new optional columns β€” Payer Name, Member Number, Group Number, and Relation to Subscriber β€” allowing insurance coverage to be imported alongside patient demographics. The updated template includes a styled example row to guide users.

πŸš€ New Feature - Intake documents now show guardian signed date and time

πŸ‘₯ Audience: Therapists, Admins, Patient Portal Users
πŸ› οΈ Steps to Access: No permissions or feature flags required.
πŸ“’ What's new?: Intake documents now display the date and time when a parent or guardian signed the document. This appears both on the document itself ("Electronically signed on...") and as a new "Guardian Signed Date" column in the intake documents table.

πŸš€ New Feature - Favorite custom form templates

πŸ‘₯ Audience: Therapists
πŸ› οΈ Steps to Access: Open any evaluation, plan of care, discharge, or supplemental form and click "Change Form"
πŸ“’ What's new?: You can now favorite custom form templates by clicking the heart icon on each form card. Favorited forms appear first in the list. Use the heart filter in the modal header to show only your favorites.

πŸš€ New Feature - Required smart component guidance in custom form editor

πŸ‘₯ Audience: Admins building custom forms
πŸ› οΈ Steps to Access: Navigate to any custom form editor
πŸ“’ What's new?:
The component palette now visually indicates which smart components are required for the selected document type. Required components appear in a dedicated section with a red left border
and asterisk.
Incompatible components are hidden to reduce clutter.
Templates cannot be published unless all required components are present on the form. Attempting to publish without them shows an alert listing the missing components by name.
Existing published templates are unaffected β€” the hidden field injection system remains for backward compatibility.

πŸš€ New Feature - Localization of the Patient Portal in Spanish

πŸ‘₯ Audience: Patients, Legal Guardians, Organization Admins
πŸ“’ What's new?: The Patient Portal now supports Spanish. The portal automatically detects the user's browser language and displays the UI in Spanish when appropriate. Users can also switch between English and EspaΓ±ol via a globe icon in the navbar. Organizations can set per-patient notification language preferences so appointment emails, account emails, portal notifications, and SMS reminders are sent in the patient's preferred language (Edit patient -> Contact info -> Language for email and SMS notifications). This is a first phased roll-out of a site-wide localization project.


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