Ambiki Release Note: Visit Note PDF Accuracy + Better Pending/Waitlist Visibility
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 4 days ago
Date: 01/14/2026
Summary by Persona (Grouped by Role)
π©ββοΈ Clinicians / Therapists
- Visit Note PDFs now correctly follow your setting for showing therapy activities and trials.
- Important patient notes now appear for Pending and Waitlisted patients too, and you can sort those lists by referral or waitlist time.
π§βπΌ Admins
- More consistent documentation output (Visit Note PDFs match user settings).
- Improved intake/pending list management with important notes visible and better sorting options.
π³ Billers / Guardians
- No direct changes, but clinical/admin workflows are clearer and more consistent.
π οΈ Fix - Visit Note PDFs respect therapy activities/trials display setting
π₯ Audience: Therapists, Admins
β Issue: Therapy activities and trials were appearing on Visit Note PDFs even when the user setting to show them was disabled.
β Action Steps: PDFs will now correctly respect the userβs display setting going forward.
β Issue: Therapy activities and trials were appearing on Visit Note PDFs even when the user setting to show them was disabled.
β Action Steps: PDFs will now correctly respect the userβs display setting going forward.
π οΈ Polish - Important notes shown for Pending/Waitlisted + new sorting options
π₯ Audience: Therapists, Admins
β Issue: Each patient profile has the option to add an important note that will display at the top of the profile. If an important note has been added to a patient profile, then Pending and Waitlisted patients will now also display that important note. There is also now an option to organize pending and waitlisted patients by referral or waitlist time either in ascending or descending order.
β Action Steps: Go to pending or waitlisted patients to view the notes. To adjust view go to Filters and choose either Time waiting order or Referral date order.
Thank you for choosing Ambiki.
β Issue: Each patient profile has the option to add an important note that will display at the top of the profile. If an important note has been added to a patient profile, then Pending and Waitlisted patients will now also display that important note. There is also now an option to organize pending and waitlisted patients by referral or waitlist time either in ascending or descending order.
β Action Steps: Go to pending or waitlisted patients to view the notes. To adjust view go to Filters and choose either Time waiting order or Referral date order.
Thank you for choosing Ambiki.