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How to Merge Duplicate Patients

Last updated: 08/01/2025
How to merge duplicate patients    To merge duplicate patients, ensure you are signed into Ambiki and on the main dashboard:  1. Click on the Organi...

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How Do I Use the Custom Forms Editor

Last updated: 08/01/2025
How do I use the custom forms editor Welcome to our FAQ on how to use the custom forms editor. This guide will walk you through the key features of ...

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I Was Logged Out and Lost My Work. How Do I Retrieve My Notes With Autosave

Last updated: 08/01/2025
I was logged out and lost my work. How do I retrieve my notes with autosave  The autosave feature in Ambiki ensures that you won't have to stress ab...

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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...

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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...

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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...

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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...

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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...

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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...

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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 ...

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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 ...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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How to Add My Branding or a Logo to My Documentation

Last updated: 08/01/2025
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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...

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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...

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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...

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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...

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