Ambiki FAQ

How to Hide Your Organization’s Details In the PDF Header and Adjust Print Settings

Last updated: 08/27/2026
How to hide your organization’s details in the PDF header and adjust print settings To hide your organization’s details in the PDF header and adjust...

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

Last updated: 08/27/2026
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click on...

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How Do I View Patients By Patient Status In the Patient Dashboard

Last updated: 08/26/2026
How do I view patients by patient status in the patient dashboard To view patients by patient status in the patient dashboard, ensure you’re logged ...

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How to Add An Insurance Card Image to the Patient Portal

Last updated: 08/25/2026
How to add an insurance card image to the patient portal **Before uploading an insurance card image to the patient portal, please confirm that 'ins...

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Generate a Superbill

Last updated: 04/21/2026
Generate a Superbill A Superbill is an itemized form for clinical providers which details services provided for a client, so that they can submit it to...

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How to Schedule For Another Therapist

Last updated: 03/24/2026
How to schedule for another therapist To schedule an event for another therapist, ensure that you are logged in to Ambiki and on the main dashboard: ...

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Understanding the Event Status Icons On the Schedule Calendar

Last updated: 03/17/2026
Understanding the Event Status Icons on the Schedule Calendar The Schedule calendar has been updated with new visual indicators to help you quickly un...

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How Do Parents or Guardians Receive Scheduled Event Notifications and Teletherapy Session Links?

Last updated: 03/16/2026
How Do Parents or Guardians Receive Scheduled Event Notifications and Teletherapy Session Links? Overview This article explains how parents or legal g...

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How Do I Set Up My Organization?

Last updated: 03/12/2026
How Do I Set Up My Organization on Ambiki Note: some of our EMR features require a paid Professional plan and are not available during a trial or gifte...

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How to Add Practices and Providers to Your Practice Directory

Last updated: 02/03/2026
How to Add Practices and Providers to Your Practice Directory To save information from offices that your private practice works with, including fax nu...

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Create An Evaluation

Last updated: 01/28/2026
How to create an Evaluation? To create an Evaluation, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click ...

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How to Generate a Facility Invoice

Last updated: 01/28/2026
How to Generate a Facility Invoice Before generating a facility invoice, please ensure the following have been completed: 1. The facility, school, or ...

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How to Add An Intake Document to the Patient Portal

Last updated: 01/23/2026
How to add an Intake document to the Patient portal First ensure that you are signed in to Ambiki, and have added a parent/legal guardian to the patie...

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How to Add Diagnosis Codes to Your Custom Forms

Last updated: 01/16/2026
How to add diagnosis codes to your custom forms *See our FAQ on how to create a custom form to learn how to navigate to custom forms from the main da...

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How to Add or Edit a Diagnosis Code

Last updated: 01/16/2026
How to add or edit a diagnosis code To add or edit a diagnosis code for a patient, ensure you are signed in to Ambiki and on the main dashboard: ...

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Ambiki System Requirements and Security Basics

Last updated: 12/22/2025
Ambiki System Requirements and Security Basic **Most modern devices from 2020 onward, on a 25/10 Mbps connection, work great. Desktops & Laptops Mi...

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Offboarding: How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 12/18/2025
How to Remove All Permissions From a Teammate Within Your Organization Offboarding a therapist from your organization When a therapist leaves an orga...

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General Billing Sequence

Last updated: 12/02/2025
General billing sequence This guide will walk you through the general billing sequence for insurance or private pay clients. For facility billing, ...

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What is a Treatment Report

Last updated: 11/21/2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of service...

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How to View a Superbill In the Patient Portal

Last updated: 11/21/2025
How to view a superbill in the patient portal Once a superbill has been generated, Ambiki will automatically send the superbill to the patient port...

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How to Access Clinical Documentation In the Patient Portal

Last updated: 11/21/2025
How to access clinical documentation in the patient portal The patient portal now includes a section within the ‘Documents’ tab to share signed clinic...

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Add Supervisors and Supervisees

Last updated: 11/21/2025
Add Supervisors and Supervisees To add your supervisors and supervisees, ensure you are signed in to Ambiki and on the main dashboard. Note that both ...

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How Do I Change or Correct a Signed Clinical Document

Last updated: 11/04/2025
How do I change or correct a signed clinical document Once a clinical document (visit note, evaluation, plan of care, progress report or discharge) i...

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How to Use Tenalog

Last updated: 10/20/2025
How to use Tenalog® To use Tenalog®, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patien...

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How to Configure Your Home Dashboard Authorization Settings

Last updated: 10/20/2025
How to configure your home dashboard authorization settings To configure your home dashboard authorization settings, ensure you are signed in to Ambik...

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