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Claim Cancellation

Last updated: 08/01/2025
Claim Cancellation    Cancelling a claim is only available for claims previously accepted by the MCO, indicated by successful processing of both ED...

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How to Submit a Pending Claim File

Last updated: 08/01/2025
How to submit a pending claim file    You can submit a pending claim file in two ways:  1. Directly from a treatment report.  2. From the 837 Pro...

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How to Add a Write-Off to An Invoice

Last updated: 08/01/2025
How to add a write-off to an invoice  As an authorized user, you can write off a portion of a patient's invoice that will not be collected. Ambiki w...

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How Do I Search For the Resources I Have Uploaded (my Resources)?

Last updated: 08/01/2025
"Is there a way to have resources I have uploaded searched easily and not have to search the entire database?" Yes, there is. 1. You can do so fro...

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How Do I Use the Comment Section to Leave Comments and Tag Teammates Internally?

Last updated: 08/01/2025
In Ambiki, all clinical documents contain a Comments section where a user is able to make comments internally on the document (not appearing on the n...

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How to Resubmit a Rejected Billing Claim

Last updated: 08/01/2025
How to resubmit a rejected billing claim    1. If a claim has been rejected, you can find the reason for rejection by clicking the link next to the...

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Create a Patient Profile

Last updated: 08/01/2025
How to create a Patient Profile on Ambiki  To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard:  1. On the lef...

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How to Select Multiple Intake Documents For Upload

Last updated: 08/01/2025
How to select multiple intake documents for upload    To select multiple intake documents for upload to the patient portal, ensure you are signed in...

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How to Assign Permissions to Teammates Within Your Organization

Last updated: 08/01/2025
To assign permission groups and or individual permissions to teammates follow these four easy steps:   Step 1: Org Menu>Teammates [Step 1.png] St...

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How to Hide Your Organization’s Details In the PDF Header

Last updated: 08/01/2025
How to hide your organization’s details in the PDF header    To hide your organization’s details in the PDF header, ensure you are logged in to Amb...

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Billing a Session

Last updated: 08/01/2025
To make billing a session with a patient as easy as possible, make sure you have both set up insurance billing and have set your organization's EMR s...

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Create and Reinstate a Discharge

Last updated: 08/01/2025
How to create a Discharge?  To create a discharge, ensure you are signed in to Ambiki and on the main dashboard:   1. On the left navigation, click ...

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How to Enable Sharing of Clinical Documentation to the Patient Portal

Last updated: 08/01/2025
How to enable sharing of clinical documentation to the Patient Portal    To enable sharing of clinical documentation to the patient portal, ensure ...

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Upload Patients In Bulk

Last updated: 08/01/2025
How do I upload patients in bulk?  To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left naviga...

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How to Update Your Ambiki Subscription Payment Method

Last updated: 08/01/2025
How to Update Your Ambiki Subscription Payment Method Visit: https://ambiki.com/customer-payment-methods or follow the steps below We recommend add...

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What is a BAA? Do I Need to Sign One to Use Ambiki?

Last updated: 08/01/2025
A BAA is a Business Associate Agreement. The HIPAA regulations call it a Business Associate Contract. They're really the same thing. BAAs satisfy HIP...

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How Do I Create and Fax a Physician Order?

Last updated: 08/01/2025
Create and Fax a Physician Order 1.) Go to the patient you wish to generate the order for 2.) Click on the "Physician Order" section 3.) Select w...

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How Intake Documents Auto-Fill Patient Profiles

Last updated: 08/01/2025
How Intake Documents Auto-Fill Patient Profiles   Ambiki streamlines patient profile creation by allowing intake documents—submitted by patients or ...

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What is Special About Session Planning?

Last updated: 08/01/2025
What is special about Session Planning?    The session planning feature offers a unique combination of AI technology and therapist-curated content t...

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How Do I Use the 'Important Notes Field' In the Patient Profile

Last updated: 08/01/2025
How Do I Use the 'Important Notes Field' in the Patient Profile    To use the notes field for a patient, ensure you are signed in to Ambiki and on t...

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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...

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Set Up Your Personal Profile

Last updated: 08/01/2025
Set up your Personal Profile    To edit your profile, ensure you are signed in to Ambiki and on the main dashboard. There are four sections of your ...

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How Do I Set My Preferred Visit Note Type

Last updated: 08/01/2025
How do I set my preferred visit note type    Ambiki allows users to customize their default visit note type, while also offering the flexibility to...

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Invite a Teammate to An Organization

Last updated: 08/01/2025
How to invite a Teammate an Organization? • Click on the dropdown on the top left side of the dashboard.  • Select Teammates in the dropdown box. ...

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How Do I Set Up Faxing?

Last updated: 08/01/2025
How do I set up faxing? Note: Our faxing feature is part of the paid Professional plan. First, go to your Organization Menu, and then click 'Edit o...

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