Ambiki FAQ

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202 articles

How Do I Bill a Session From Start to Finish?

Last updated: 10/29/2026
How Do I Bill a Session From Start to Finish? This article walks through the basic billing workflow in Ambiki, from scheduling a session to recording ...

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Claim Replacement

Last updated: 10/28/2026
Claim Replacement  Claims only need replacement if they have been accepted by the MCO. In this context, accepted is if the EDI 999 and EDI 277 are both...

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How to Customize Treatment Modifiers and Make Edits to Treatment Reports

Last updated: 10/26/2026
How to customize treatment modifiers and make edits to treatment reports  Treatment reports hold the billing details for each visit: the billing code,...

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Reinvoicing a Treatment Report

Last updated: 10/26/2026
Reinvoicing a Treatment Report There may be situations where a patient's insurance plans change after a session has occurred. If this happens to you, p...

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Manage Your Organization's Insurance Billing Settings

Last updated: 10/26/2026
Manage Your Organization's Insurance Billing Settings Ambiki has organization settings that control parts of the insurance billing process, including w...

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How Do I Add Insurance Authorizations to Ambiki?

Last updated: 10/12/2026
How Do I Add Insurance Authorizations to Ambiki? An insurance authorization records a payer's approval for a patient's care: the dates it covers, how ...

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Populate Visit Notes to the Patient Portal

Last updated: 10/05/2026
How do I populate Visit Notes to the Patient Portal?  To populate visit notes to the patient portal, you must enable the sharing of clinical documentat...

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Patient Portal Troubleshooting For Administrators

Last updated: 10/05/2026
If you are an administrator working with a client on how to use the portal, here are some helpful tips for troubleshooting the portal.  Problem: Family...

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How Do I Schedule Single or Recurring Events?

Last updated: 10/05/2026
Schedule single or recurring events Overview This article explains how to schedule single and recurring events in Ambiki using the Schedule feature. Yo...

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How to Hide Your Organization’s Details In the PDF Header and Adjust Print Settings

Last updated: 08/27/2026
How to hide your organization’s details in the PDF header and adjust print settings   To hide your organization’s details in the PDF header and adjust...

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How to View All Documentation That Has Not Been Signed or Needs Billing Information Added

Last updated: 08/27/2026
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click on...

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How Do I View Patients By Patient Status In the Patient Dashboard

Last updated: 08/26/2026
How do I view patients by patient status in the patient dashboard    To view patients by patient status in the patient dashboard, ensure you’re logged ...

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How to Add An Insurance Card Image to the Patient Portal

Last updated: 08/25/2026
How to add an insurance card image to the patient portal    **Before uploading an insurance card image to the patient portal, please confirm that 'ins...

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Generate a Superbill

Last updated: 04/21/2026
Generate a Superbill A Superbill is an itemized form for clinical providers which details services provided for a client, so that they can submit it to...

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How to Schedule For Another Therapist

Last updated: 03/24/2026
How to schedule for another therapist To schedule an event for another therapist, ensure that you are logged in to Ambiki and on the main dashboard:  ...

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How Do I Check In a Patient and How Does the Therapist Know They Are Checked In?

Last updated: 03/24/2026
If you are an administrator, when viewing the Schedule, you are able to "Check-in" a patient. Checking in a patient will create a notification for the t...

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How Do Parents or Guardians Receive Scheduled Event Notifications and Teletherapy Session Links?

Last updated: 03/16/2026
How Do Parents or Guardians Receive Scheduled Event Notifications and Teletherapy Session Links? Overview This article explains how parents or legal g...

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How Do I Set Up My Organization?

Last updated: 03/12/2026
How Do I Set Up My Organization on Ambiki Note: some of our EMR features require a paid Professional plan and are not available during a trial or gifte...

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How Do I Change My Schedule Settings?

Last updated: 03/10/2026
How Do I Change My Schedule Settings? Overview This article explains how to customize your Schedule settings in Ambiki. In Schedule settings, you can c...

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How Do I Add Images and Definition to the Words I Just Created In the Word List?

Last updated: 03/09/2026
• Ensure you have permission to manage "words" and "definitions." • Use images that do not require payment to licensing, such as CreativeCommons.org; Pi...

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How Do I View and Use the Patient Communication Feature?

Last updated: 03/05/2026
How do I view and use the Patient Communication Feature? Overview This article explains how the Patient Communication feature works in Ambiki. The Comm...

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Basic/Free Subscription Plan Plus Teletherapy Add-On

Last updated: 03/03/2026
Basic/Free subscription plan plus Teletherapy add-on What is a subscription for Basic/Free plan plus Teletherapy add-on? When selecting Teletherapy ad...

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How Do I Set, Verify, and Clear Attendance In the Schedule?

Last updated: 03/02/2026
How do I set, verify, and clear Attendance in the Schedule? Overview This article explains how attendance works in Ambiki. You’ll learn how to mark att...

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To Start Your Teletherapy Sessions & Send a Teletherapy Session Link to a Patient/parent/legal Guardian

Last updated: 02/23/2026
To start your Teletherapy sessions & send a teletherapy session link to a patient/parent/legal guardian Ensure that you are logged into Ambiki, have a ...

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How Do I Manage My Subscription Plans, Add-Ons, and User Seats?

Last updated: 02/20/2026
How do I manage my subscription plans, add-ons, and user seats? Overview This article explains how Ambiki subscriptions work, including payment types, ...

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