Ambiki Release Note: Test Patients, Session Reliability, New Admin Tools and More
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 1 day ago
Date: 12/16/2025
Summary by Persona (Grouped by Role)
π©ββοΈ Clinicians / Therapists
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Test patients now show correctly in the patient portal and documents needing attention, making it easier to demo and verify workflows.
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Multiple tabs behave better after a timeout: log in once and each tab reloads the page it was on.
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Custom form work is smoother: better template editor flow, toasts on save/error, and full support for date filtered inputs.
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More visibility & control:
- New Organization pulse (for admins, but supports your ops).
- All treatment report modifiers visible on the Treatment Report page.
- More precise refund reasons when refunding a patient invoice.
- New Organization pulse (for admins, but supports your ops).
π§βπΌ Admins
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Session & UX fixes:
- Multi-tab login after timeout now works as expected.
- Test patients surface correctly where they should.
- Multi-tab login after timeout now works as expected.
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New insights & tools:
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Organization pulse dashboard card with key org metrics.
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Delete/restore custom billing codes (with appropriate permission).
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Filter EDI 837P claims by Date of Service.
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All modifiers visible directly on Treatment Reports.
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Organization pulse dashboard card with key org metrics.
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Custom forms: better navigation, validation, and date input support reduce accidental data loss.
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Refunds: standardized refund reasons (Billing error, Met deductible, Other) for better audit trails.
π³ Billers / Guardians
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Billers/Admins:
- Easier claim research with DOS filters and visible modifiers.
- Cleaner, more standardized refund documentation.
- Easier claim research with DOS filters and visible modifiers.
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Guardians/Patients: No direct portal changes here, but reliability and internal workflows are improved.
π οΈ Fix: Test Patients in Portal & Documents Needing Attention
π₯ Audience: Therapists, Admins
β Issue: Test patients can now appear in the patient portal and documents needing attention.
β Issue: Test patients can now appear in the patient portal and documents needing attention.
π οΈ Fix: Session Timeouts with Multiple Tabs
π₯ Audience: All Users
β Issue: Session timeouts cause issues when using multiple tabs and logging back in.
When working with multiple browser tabs, session timeouts no longer require logging back in for each tab. Logging back in on one will allow the other tabs to reload the page you had been on in that tab. Tabs will reload the page they were on instead of every tab loading the same location.
β Action Steps: None
β Issue: Session timeouts cause issues when using multiple tabs and logging back in.
When working with multiple browser tabs, session timeouts no longer require logging back in for each tab. Logging back in on one will allow the other tabs to reload the page you had been on in that tab. Tabs will reload the page they were on instead of every tab loading the same location.
β Action Steps: None
π New Feature: Organization Pulse β Admin Dashboard Insight (2025 Hackathon)
π₯ Audience: Admins
π οΈ Steps to Access: For most organizations, Visit the Organization admin dashboard. (If you'd like this enabled for your organization, reach out to support)
π’ What's new?: The Organization admin dashboard page now includes a new organization pulse, showing organization metrics affecting many aspects of your practice's health.
π οΈ Steps to Access: For most organizations, Visit the Organization admin dashboard. (If you'd like this enabled for your organization, reach out to support)
π’ What's new?: The Organization admin dashboard page now includes a new organization pulse, showing organization metrics affecting many aspects of your practice's health.
π New Feature: Custom Form Template Workflow Improvements
π₯ Audience: Therapists, Admins
π οΈ Steps to Access: No special configuration required.
π’ What's new?
π οΈ Steps to Access: No special configuration required.
π’ What's new?
- When creating a new Custom Form Template, users are now redirected directly to the editor for that specific template instead of the template list.
- Toast notifications provide clear feedback when saving or when an error occurs.
- βDateβ is now an available type for filtered input fields.
π οΈ Fix: Custom Form Template Date Input & Navigation
π₯ Audience: Therapists, Admins
π Date range affected: All users editing or creating Custom Form Templates
β Issue: Filtered-input controls rejected date as a valid HTML input type due to backend restrictions.
π Date range affected: All users editing or creating Custom Form Templates
β Issue: Filtered-input controls rejected date as a valid HTML input type due to backend restrictions.
- Users could accidentally trigger browser navigation (Alt/Meta + Arrow keys), causing the editor to unload and lose unsaved changes.
β Action Steps: No action required. Validation and UI logic have been updated to fully support the date type.
π New Feature: Delete & Restore Custom Billing Codes
π₯ Audience: Admins
π οΈ Steps to Access:
π’ What's new?: Admins who have the permission to Manage all billing codes for their organization are able to delete and restore custom billing codes.
π οΈ Steps to Access:
π’ What's new?: Admins who have the permission to Manage all billing codes for their organization are able to delete and restore custom billing codes.
π New Feature: Filter EDI 837P by Date of Service
π₯ Audience: Admins
π οΈ Steps to Access: Visit the EDI 837P record center to filter by date of service.
π’ What's new?: Filtering by Date of Service has been added for EDI 837P claim files.
π οΈ Steps to Access: Visit the EDI 837P record center to filter by date of service.
π’ What's new?: Filtering by Date of Service has been added for EDI 837P claim files.
π New Feature: Show All Treatment Report Modifiers
π₯ Audience: Admins
π οΈ Steps to Access: Visit any Treatment Report with insurance invoices.
π’ What's new?: All treatment report modifiers will now be shown on the Treatment Report page, Treatment report service summary table.
π οΈ Steps to Access: Visit any Treatment Report with insurance invoices.
π’ What's new?: All treatment report modifiers will now be shown on the Treatment Report page, Treatment report service summary table.
π New Feature: More Detailed Refund Reasons for Patient Invoice Payments
π₯ Audience: Therapists and Admins
π οΈ Steps to Access: You'll need to have the necessary permissions to refund a patient invoice payment
π’ What's new?: This release adds three new refund options that you can select when refunding a patient invoice payment: Billing error, Met deductible, and Other (with a write-in box). These options will allow you to specify refund reasons more precisely.
Thank you for choosing Ambiki.
π οΈ Steps to Access: You'll need to have the necessary permissions to refund a patient invoice payment
π’ What's new?: This release adds three new refund options that you can select when refunding a patient invoice payment: Billing error, Met deductible, and Other (with a write-in box). These options will allow you to specify refund reasons more precisely.
Thank you for choosing Ambiki.