Ambiki FAQ

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] ...

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How Do I Manage Incoming Faxes?

Last updated: 08/01/2025
Depending on what notification settings you have, and what permissions were given to you at your organization, when a fax is received by your organiz...

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How Do I Create a General Note For a Patient

Last updated: 08/01/2025
How do I create a general note for a patient General notes in Ambiki are used to provide flexibility for capturing a wide range of patient-relate...

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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 ...

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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...

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Can a Legal Guardian Have Access to Multiple Patient Accounts Through the Patient Portal?

Last updated: 08/01/2025
Yes. A legal guardian overseeing multiple patient accounts (e.g., siblings) can access all these accounts using a single Patient Portal login. When ...

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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...

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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 ...

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What is Special About Pacing?

Last updated: 08/01/2025
What is special about Pacing? Pacing is a powerful tool that helps you optimize patient care, stay on top of deadlines and mandates, and unlock u...

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How to Add or Edit a Patient Status

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

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How Do I 'View' a Message or Access One I Have Already Sent?

Last updated: 08/01/2025
How do I view a message or access one I have already sent To view a message or access one you have already sent, ensure you are logged in to Ambi...

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Create a Visit Note

Last updated: 08/01/2025
How to create a Visit Note? To create a visit note, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, clic...

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Set Up Pacing

Last updated: 08/01/2025
How to set up Pacing? To set up pacing, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Pati...

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Populate Visit Notes to the Patient Portal

Last updated: 08/01/2025
How do I populate Visit Notes to the Patient Portal? To populate visit notes to the patient portal, ensure you are signed in to Ambiki and on the m...

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Manage An Organization’s Caseloads Display

Last updated: 08/01/2025
Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard. • In the Organization menu, select ‘Edit...

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How to Enable and Require Selection of Skilled Interventions In Visit Note Documents

Last updated: 08/01/2025
How to enable and require selection of skilled interventions in Visit note documents To enable and require selection of skilled interventions in...

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What Are the Different Types of Diagnosis Codes I Can Add to a Physician Order?

Last updated: 08/01/2025
The diagnosis codes offered on Physician Orders is to give practices some verbiage flexibility depending on when they are sending the order. The type...

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

Last updated: 08/01/2025
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click...

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How Do I View My Payroll Summary For This Period and Previous Payroll Periods?

Last updated: 08/01/2025
To access your payroll information, click on your profile icon on the top-right hand corner and click 'Payroll'. This will allow you to see your cur...

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How to Switch Organizations

Last updated: 08/01/2025
How to switch organizations To switch organizations, ensure you are signed in to Ambiki and on the main dashboard: • Click on the ‘Organizat...

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How to Ensure Patient Portal Emails Are Sent to Legal Guardians

Last updated: 08/01/2025
To receive patient portal emails as a legal guardian, ensure the legal guardian is added with their email address in the patient's profile under the ...

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How to Identify and Add Missing Service Rates?

Last updated: 08/01/2025
As an organization admin, you are able to see if there are any services being accidentally billed at your practice that you don't have a service rate...

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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...

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How to View or Export a Payroll Report

Last updated: 08/01/2025
• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or gener...

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Create Alerts

Last updated: 08/01/2025
How to create Alerts To create an alert, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patie...

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