Ambiki Release Note: Teletherapy, Custom Form Preview, and Secondary Invoice Updates

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Samuel Okoth avatar

Samuel Okoth 1 day ago

Date: 06/24/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists using Teletherapy V2 will keep their video on when closing the Whiteboard or Screenshare, and anyone building custom forms can now try them out in Preview before publishing.


🧑‍💼 Admins

  • Admins and practice staff can test custom forms while building them, and admins can sync manual secondary invoice units and totals to match the current treatment report before posting payment.


💳 Billers / Guardians

  • Billers: Billers can sync a secondary insurance invoice's units and totals to match the current treatment report before posting payment.

  • Guardians/Patients: Guardians or patients using Teletherapy V2 may have a smoother experience because the therapist video will now remain on when Whiteboard or Screenshare is closed.

🛠️ Fix - Therapist Video Stays On When Closing Whiteboard or Screenshare


👥 Audience: All users that are using Teletherapy V2

❗ Issue: We fixed an issue where closing the Whiteboard or Screenshare would turn the therapist video off. The therapist video will now remain on.

✅ Action Steps: No action needed.

🚀 New Feature - Preview Custom Forms Before Publishing


👥 Audience: Anyone who builds custom forms (Admins / practice staff)

🛠️ Steps to Access: Open the custom form editor and click Preview

📢 What's new?: You can now try out a custom form while you're building it — click through the dropdowns, checkboxes, and toggles and type into the fields right from the Preview — so you can see how it feels to fill out before you publish it. Anything you enter while previewing is just for testing and isn't saved.

🚀 New Feature - Sync Secondary Invoice Units and Totals to the Treatment Report


👥 Audience: Admins, Billers

🛠️ Steps to Access: Visible on any manual secondary invoice with no payments recorded (requires existing invoice permissions).

📢 What's new?: You can now sync a secondary insurance invoice's units and totals to match the current treatment report, so the invoice reflects the correct units before posting payment.

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