Ambiki Release Note: UI Polishes, Caseload Fix, and Invoice Sequencing
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Samuel Okoth 13 days ago
Date: 09/25/2025
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
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Clearer patient header (“Sex” label) for clinical documentation.
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Signing clarity: the Sign button is now yellow to reduce confusion with Save.
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Caseload updates persist when removing all caseloads from a patient.
🧑💼 Admins
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Alerts list now shows each alert’s custom title for easier scanning.
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Invoice sequence accuracy fixed when inactive payment methods exist on a profile.
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Caseload removals now save correctly across the system.
💳 Billers / Guardians
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More accurate invoicing thanks to corrected sequence values, reducing claim rejections.
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No direct action required; changes improve back-office reliability.
🛠️ Polish: Patient Header Label Simplification
👥 Audience: All
❗ Issue: Changes 'Sex at birth' to just 'Sex' on patient header for clinical documentation
✅ Action Steps: none
❗ Issue: Changes 'Sex at birth' to just 'Sex' on patient header for clinical documentation
✅ Action Steps: none
🛠️ Polish: Custom Titles in Alerts “View All”
👥 Audience: All
❗ Issue: Alerts will now show custom title as description when viewing all alerts.
✅ Action Steps: From home dashboard Alerts section click View All.
❗ Issue: Alerts will now show custom title as description when viewing all alerts.
✅ Action Steps: From home dashboard Alerts section click View All.
🛠️ Fix: Caseload Removal Now Persists
👥 Audience: Therapists, Admins
❗ Issue: Removing all caseloads from a patient’s profile did not persist, leaving the patient still associated with previous caseloads.
✅ Action Steps: This has been fixed. Going forward, removing all caseloads will save correctly. If you previously attempted to remove a patient from all caseloads without success, please try again.
❗ Issue: Removing all caseloads from a patient’s profile did not persist, leaving the patient still associated with previous caseloads.
✅ Action Steps: This has been fixed. Going forward, removing all caseloads will save correctly. If you previously attempted to remove a patient from all caseloads without success, please try again.
🛠️ Polish: Distinct “Sign” Button Color
👥 Audience: Therapist
❗ Issue: 'Sign' button looked like 'Save' button on documents causing some confusion on clinical documentation. 'Sign' button is now yellow in color
✅ Action Steps: None
❗ Issue: 'Sign' button looked like 'Save' button on documents causing some confusion on clinical documentation. 'Sign' button is now yellow in color
✅ Action Steps: None
🛠️ Fix: Invoice Sequence with Inactive Payment Methods
👥 Audience: Admins
❗ Issue: Fixes incorrect invoice sequence values when inactive payment methods are present on the patient profile.
✅ Action Steps: Reinvoice treatment reports with incorrect sequence value rejections.
Thank you for choosing Ambiki.
❗ Issue: Fixes incorrect invoice sequence values when inactive payment methods are present on the patient profile.
✅ Action Steps: Reinvoice treatment reports with incorrect sequence value rejections.
Thank you for choosing Ambiki.