Ambiki FAQ
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Create A Billing Invoice
Last updated: 08/01/2025
Create a Billing Invoice
To create a billing invoice, ensure you are signed in to Ambiki and on the main dashboard:
1. On the left navigation, cli...
How to Add Facilities, Schools, & Other Locations to Your Practice.
Last updated: 08/01/2025
Step 1: Navigate to 'Organization Menu'
[Step 6.png]
Step 2: Click 'Edit organization'
[Step 4.png]
Step 3: Select 'Locations'
[Step 2.png]
...
How to Correct Missing Referring Provider Information
Last updated: 08/01/2025
How to correct missing referring provider information
To correct missing referring provider information, ensure you are logged in to Ambiki and ...
How to Set a Service Rate or a Pay Rate For a Specific Location or Facility (School, Daycare, Etc.)
Last updated: 08/01/2025
After adding locations that your organization works with, you can then set their service rates, as well as pay rates if you are utilizing payroll fe...
Manage Your Organization's Insurance Billing Settings
Last updated: 08/01/2025
Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when...
Bill Insurance For a Session
Last updated: 08/01/2025
How Do I Bill Insurance For a Session?
Note: If insurance is billed outside of Ambiki, please mark the treatment report as mark as treatment report ...
How to Log a Facility Invoice For a Treatment Done In a Facility? (Non-Standard Service Entry)
Last updated: 08/01/2025
This FAQ goes over how to log a service entry at a location (like a school, daycare, headstart, etc.) that is billed directly to the facility (as com...
How Do I Turn On Automated Insurance Billing So That My Claims Automatically Submit?
Last updated: 08/01/2025
To turn on automated billing:
• Go to the organization menu dropdown.
• Click on 'Edit Organization'.
• Click on 'Organization EMR Settings'.
•...
How Does Consolidated Invoicing Work (Monthly/Weekly)
Last updated: 08/01/2025
How does consolidated invoicing work
Invoice consolidation allows you to combine multiple invoices for a patient over a specified time period in...
How to Edit a Claim File In Error
Last updated: 06/12/2025
How to edit a claim file in error
Sometimes a claim file does not have all the information it needs to be sent out successfully. This may result in...
How to Bill a Private Pay Source On Ambiki
Last updated: 03/31/2025
To bill a credit card as a private pay source on Ambiki, first you will need to make sure you have your Stripe settings set up in Ambiki. Click here to ...
Set Up A Private Pay Source/Stripe?
Last updated: 03/25/2025
How Do I Set Up a Private Pay Source/Stripe?
To set up a private pay source, ensure you are logged in to Ambiki and on the main dashboard:
1. Click o...
How to Customize Treatment Modifiers and Make Edits to Treatment Reports
Last updated: 02/03/2025
How to customize treatment modifiers and make edits to treatment reports
To customize treatment modifiers and make edits to treatment reports, ensu...
Corrected Claims: Cancellation Vs. Replacement Vs. Reinvoicing
Last updated: 01/22/2025
Corrected Claims: Cancellation vs. Replacement vs. Reinvoicing
Which option is best for the circumstance?
Replacement
If a claim was sent wit...
Set Up Insurance Companies You Work With On Ambiki
Last updated: 11/26/2024
Steps:
1. Before setting up insurance companies, set up your Provider Info and Service Rates . If you have already done this, you can skip to step 2
•...
How Are Treatment Reports Updated When An ERA Includes Non-Payments and Payment Denials?
Last updated: 08/30/2024
The Treatment Report payment status will reflect the current state in its life cycle. In the case where an electronic claim does not receive payment fro...
How to Add and Charge For Cancellation and No-Show Fees
Last updated: 08/22/2024
How to add and charge for cancellation and no-show fees
To add a charge for a cancellation or no-show:
• Create an invoice. If you need guidance,...
How to Enable or Disable the Automatic Submission of Secondary Claims
Last updated: 05/22/2024
How to enable or disable the automatic submission of secondary claims
The secondary claims submission setting provides users with control over the au...
Feeding Claim Rejected - Diagnosis Code R63.3 - Your Questions Answered
Last updated: 05/09/2024
Feeding Claim Rejected - Diagnosis Code R63.3 - Your questions answered
Scenario: I attempted to submit a feeding claim, and in the EDI 277s cla...
How Do I Add a Credit Card Through the Patient Portal As a Parent/Legal Guardian
Last updated: 04/29/2024
How do I add a credit card through the patient portal as a parent/legal guardian
To add a credit card to the patient portal as a parent/guardian, ...
How to Edit Default Service Rates & Specific Insurance Service Rates
Last updated: 04/29/2024
How to edit default service rates & specific insurance service rates
Default service rates will be the default rates for all services provided under ...
How to Add a Patient's Payment Method to Ambiki
Last updated: 03/13/2024
How to Add a Patient's Payment Method
To add a patient payment method, please note you will need to add the payers your practice works with before you...
What is Special About Billing?
Last updated: 05/24/2023
What is special about Billing?
The billing feature offers a range of specialized functionalities designed to streamline and optimize the billing pro...
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