Ambiki Release Note: Visit Notes, Claim Modifiers, and Institutional Claim Configuration

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 avatar

Samuel Okoth 1 day ago

Date: 09/22/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists using custom visit note forms can now start visit notes for fake test patients without loading issues.


🧑‍💼 Admins

  • Billing admins will be alerted before sending claim lines with more than four modifiers, and groundwork is now in place for configuring future institutional claims.


💳 Billers / Guardians

  • Billers: Claims with more than four modifiers are now flagged before submission, and new configuration options lay the groundwork for institutional (UB-04 / 837I) claims.

  • Guardians/Patients: No direct changes.

🛠️ Fix - Visit Notes Load for Fake Test Patients


👥 Audience: Therapists using custom visit note forms

❗ Issue: Starting a visit note for one of the fake test patients could fail to load. It now loads without issue.

✅ Action Steps: None.

🛠️ Fix - Claim Lines with More Than Four Modifiers Are Flagged Before Submission


👥 Audience: Billing admins

📅 Date range affected: Claims created before this release whose service lines carried more than four modifiers (the read-only pre-check under Post-deploy Steps counts them for the last year)

❗ Issue: A claim line can carry at most four modifiers, but a line that collected a fifth from its billing code, service rate, treatment, and patient coverage could still be sent.

✅ Action Steps: Claim lines with more than four modifiers are now flagged for review before the claim is sent. Remove a modifier from the billing code, service rate, treatment, or patient coverage, then create the claim again.

🚀 New Feature - Institutional Claim Configuration Groundwork


👥 Audience: Billing admins

🛠️ Steps to Access: Turned on per organization by Ambiki and off everywhere for now; the settings live on each payer's page and on billing codes and need the Insurance Companies permission on a Professional plan.

📢 What's new?: Groundwork for institutional (UB-04 / 837I) claims. A payer can be set to the professional or institutional claim format with its type of bill, attending and billing provider details, admission codes, medical record number, and billing address choices. Facilities get a billing name, billing codes get a default revenue code, and a payer can have revenue code rules per billing code over a date range. This release adds the configuration only; no institutional claims are sent yet.


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