Ambiki Release Note: Test Patient Visibility, Event Location Polish & Billing/Authorization Fixes

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Samuel Okoth avatar

Samuel Okoth about 4 hours ago

Date: 12/17/2025

Summary by Persona (Grouped by Role)


πŸ‘©β€βš•οΈ Clinicians / Therapists

  • Test patients will only appear in the patient portal, not in Documents needing attention, reducing noise in your clinical workflows.

  • Parent-friendly summaries now use β€œyour family member” instead of β€œyour child” for more inclusive language.


πŸ§‘β€πŸ’Ό Admins

  • Billing ToDo export now works correctly when filtered by assigned user.

  • Authorization dashboard automatically excludes fully discharged patients so you can focus on active cases, with a filter available to include them when needed.

  • Superbill page now behaves correctly even when no invoices are present.


πŸ’³ Billers / Guardians

  • Cleaner dashboards and exports mean fewer errors and smoother follow-up.

  • More inclusive summary language better fits adult patients and diverse family structures.


πŸ› οΈ Fix: Test Patients Restricted to Patient Portal


πŸ‘₯ Audience: Therapists, Admins
❗ Issue: Test patients can only appear in the patient portal, not documents needing attention.


πŸ› οΈ Polish: β€œOther” Event Location Moves to Top


πŸ‘₯ Audience: Anyone with access to creating an event
❗ Issue: "Other" event location is now at the top of the scroll list when creating a new event.
βœ… Action Steps: None


πŸ› οΈ Fix: Billing ToDo Export with Assigned User Filter


πŸ‘₯ Audience: Admins
❗ Issue: Billing ToDo export will no longer fail when trying to filter with an assigned user filter
βœ… Action Steps: Try again with the filter to get correct export.


πŸ› οΈ Polish: Authorization Dashboard Focused on Active Patients


πŸ‘₯ Audience: Admins
❗ Issue: The patient authorization dashboard now automatically excludes authorizations for patient's discharged from all disciplines. This keeps the dashboard focused on active, actionable authorizations.
A new filter allows you to include fully discharged patients when needed.


πŸ› οΈ Fix: Inclusive Wording in Parent-Friendly Summaries


πŸ‘₯ Audience: Therapists
❗ Issue: Any new parent friendly summaries will know show 'your family member' instead of 'your child'
βœ… Action Steps: None. This does not affect already created summaries, only new ones


πŸ› οΈ Fix: Superbill Page with No Invoices


πŸ‘₯ Audience: Admins
❗ Issue: Fixes the Superbill page when no invoices are present.
βœ… Action Steps: None


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