Ambiki FAQ

How to Set a Max Plan of Care Duration For An Organization

Last updated: 08/01/2025
How to set a max plan of care duration for an organization To set a maximum plan of care duration for an organization, ensure you are logged in ...

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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'. •...

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What is Special About Visit Notes?

Last updated: 08/01/2025
What is special about Visit Notes? Visit Notes is a powerful tool that streamlines your note-taking process and helps you provide better care to ...

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Manage Your Personal Settings

Last updated: 08/01/2025
Manage your Personal Settings To manage your personal settings, ensure you are signed in to Ambiki and on the main dashboard: • On the top right-...

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Create a Session Plan

Last updated: 08/01/2025
How to create a Session Plan To create a session plan, ensure you are logged in to Ambiki and on the main dashboard: 1. On the left navigation, cl...

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How to View/index Medical Records At Your Practice?

Last updated: 08/01/2025
In addition to viewing documentation located in the patient's profile there are several documentation dashboards an administrator can visit to view a...

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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...

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How Do I Test My Equipment Prior to a Teletherapy Session?

Last updated: 07/22/2025
How do I test my equipment prior to a teletherapy session? • Test & update your browser: https://www.whatismybrowser.com/ • Test your webcam, micro...

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Why Can't I Hear My Client During a Teletherapy Session?

Last updated: 07/22/2025
Why can't I hear my client during a Teletherapy session? This issue is often caused by microphone input settings or a muted microphone. Here are sever...

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Teletherapy Chat

Last updated: 07/22/2025
What is Teletherapy Chat? Communicating on Ambiki’s teletherapy platform has never been easier! With our Chat feature, users will be able to communicat...

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Teletherapy Visual Timer

Last updated: 07/22/2025
Teletherapy Visual Timer The Visual timer is located at the top of the screen in Teletherapy sessions. It displays a countdown for the session dura...

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How to Configure Your SMS Appointment Reminder Settings

Last updated: 07/17/2025
How to configure Your SMS Appointment Reminder Settings Reminder settings with SMS: While waiting for the campaign to be finalized you are able...

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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...

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How to Set Up My Organization For SMS Reminders

Last updated: 04/25/2025
How to set up my organization for SMS reminders First navigate to SMS Settings by going to Organization Menu -> Edit Organization > SMS Setti...

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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 ...

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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...

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What is Special About Ambiki's Alerts?

Last updated: 03/18/2025
What is special about Alerts? The alerts feature provides valuable functionalities to streamline practice management and ensure timely actions. Let...

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Dashboard Overview

Last updated: 02/26/2025
Dashboard Overview When you first log in, you’ll land on your Home Dashboard. Here, you’ll typically see: • Summary alerts (e.g., “No active physicia...

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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...

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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...

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What Exactly is An Activity List and How Can It Be Used?

Last updated: 01/09/2025
• Activity Lists are lists of phonemes, words, minimal pairs, phrases, sentences, and/or conversations mostly related to the specific resource on Ambiki...

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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 •...

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Edit, Print or Delete a Caseload

Last updated: 09/16/2024
How to edit, print or delete a Caseload Ensure you are signed in to Ambiki and on the main dashboard. • On the left navigation, click on ‘Caseloads...

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How to Create An Intake Document

Last updated: 09/12/2024
How to create an intake document To create an intake document, ensure you are signed in to Ambiki and on the main dashboard: 1. On the top lef...

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How to Ensure Time Zones Are Aligned For Accurate Clinical Documentation

Last updated: 09/10/2024
How to Ensure Time Zones Are Aligned for Accurate Clinical Documentation Ambiki uses three different time zone settings: Clinic Time Zone: This ...

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