Ambiki FAQ

General Onboarding Guide Onboarding Videos EMR Guide Billing Guide Faxing Guide Teletherapy Guide SMS Reminder Guide

Search help article

205 articles

How to Add or Edit a Treatability Status

Last updated: 08/01/2025
How to add or edit a treatability status    To add or edit a treatability status for a patient, ensure you are signed in to Ambiki and on the main d...

0

How to Use Progress Tracking

Last updated: 08/01/2025
How to use Progress Tracking  To use progress tracking, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left navigation, cl...

0

How to Add An Insurance Card Image to the Patient Portal

Last updated: 08/01/2025
How to add an insurance card image to the patient portal    **Before uploading an insurance card image to the patient portal, please confirm that '...

0

How to Add a Referral to Ambiki

Last updated: 08/01/2025
How to Add a Referral to Ambiki Go the patient's profile that you want to add the referral for.  Click Actions > Edit from the top left. Select...

0

Can I Request a Custom-Made Resource From Ambiki?

Last updated: 08/01/2025
"I could not find a resource that I needed for my client. Can I request a resource from Ambiki? And if that is possible, what would be the best way t...

0

How to View the Status of a Visit Note

Last updated: 08/01/2025
How to view the status of a visit note    To view the status of a visit note, ensure you are signed to Ambiki and ensure you are on the main dashboa...

0

How to Add a Discipline to Your Personal Profile

Last updated: 08/01/2025
How to add a discipline to your personal profile    To add a discipline to your personal profile, ensure you are logged in to Ambiki and on the mai...

0

Add Your Signature and NPI Number

Last updated: 08/01/2025
How do I set up my signature and NPI number    To set up your signature, ensure you are signed in to Ambiki and on the main dashboard:   1. On the ...

0

How to Add A Payment Method For Patient Responsibility

Last updated: 08/01/2025
How to add a payment method for patient responsibility    To add a payment method for a patient, ensure you are signed in to Ambiki and on the main ...

0

How to Create a New Patient From the Patient Status Tabs

Last updated: 08/01/2025
How to create a new patient from the patient status tabs    To create a new patient from the patient status tabs, ensure you are logged in to Ambiki...

0

How Do I Add a School Plan?

Last updated: 08/01/2025
How do I add a School Plan? • Click 'Patients' on the left side navigation bar [image.png] • Select a patient to access their profile. [Screens...

0

How Do I Search and Use Resources?

Last updated: 08/01/2025
To search and use Resources: Go to https://ambiki.com/resources to search and access resources to use in person or via teletherapy. From the Ambik...

0

How to Record a Payment Made On a Claim or Outstanding Invoice (Including EOBs)

Last updated: 08/01/2025
How to Record a Payment Made On a Claim or Outstanding Invoice (Including EOBs) If you are manually entering EOB/PRA information, please scroll down...

0

How to Add a Copayment Amount to An Insurance Method

Last updated: 08/01/2025
How to add a copayment amount to an insurance method    To add a copayment amount to an insurance method, ensure that you are logged in to Ambiki a...

0

Creating An Invoice From a Treatment Report

Last updated: 08/01/2025
Create A Treatment Report Invoice To create a treatment report invoice, you first need to create a treatment report. To learn how to create a treat...

0

How to Export Payroll

Last updated: 08/01/2025
How to export payroll  To export payroll, ensure you are logged in to Ambiki and on the main dashboard:  1. In the top right corner, click on the ‘O...

0

How Do I Edit or Delete a School Plan?

Last updated: 08/01/2025
How do I edit or delete a School plan? • Click 'Patients' on the left side navigation bar [image.png] • Select a patient to access their profile...

0

How Do I Assign Someone to a Support Message?

Last updated: 08/01/2025
How do I assign someone to a support message    To assign someone to a support message, ensure you are signed in to Ambiki and on the main dashboard...

0

How to Add My Branding or a Logo to My Documentation

Last updated: 08/01/2025
[2023-11-17 20-09-29.mkv]

0

Custom Forms: How to Create & How to Use the Editor

Last updated: 08/01/2025
How to create a custom form    To create a custom form, ensure you are signed in to Ambiki and on the main dashboard:   1. On the top left-hand side...

0

How to Manage Physician Orders

Last updated: 08/01/2025
How to manage Physician Orders    The "Physician orders" feature in Ambiki allows therapists to easily create and send physician orders to the pati...

0

How to Check When Authorizations Are Expiring

Last updated: 08/01/2025
How to check when Authorizations are expiring    To check when an Authorization is expiring, ensure you are logged in to Ambiki and on the main das...

0

How to Create a Multi-Payer Claim For Primary and Secondary Insurance

Last updated: 08/01/2025
How to create a multi-payer claim for primary and secondary insurance    When managing billing with multiple insurance providers, it's Important to...

0

How to Accept a Teammate Invitation to An Organization

Last updated: 08/01/2025
How to accept a Teammate invitation to an organization  To accept an invitation to an organization:    • You will receive an email, at your work ema...

0

How to Add Billing Provider Information and Default Service Rates

Last updated: 08/01/2025
How to add a Billing Provider, service rates and add treatment modifiers Information you will need to add a billing provider and service rates:   • Y...

0

Browse FAQs

Tag