Ambiki FAQ

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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How Do I Check In a Patient and How Does the Therapist Know They Are Checked In?

Last updated: 03/24/2026
If you are an administrator, when viewing the Schedule, you are able to "Check-in" a patient. Checking in a patient will create a notification for the t...

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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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Organization EMR Schedule Settings: Past Event Lock Window

Last updated: 01/30/2026
Organization EMR Schedule Settings: Past Event Lock Window What is the Past event edit window? The Past event edit window controls how far back a pa...

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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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Connecting Your Own Clearinghouse Account Through Ambiki

Last updated: 10/13/2025
Overview Ambiki supports integration with several major clearinghouses for electronic claims and remittance processing. If your practice already has an...

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How to Create a New Permission Group On Ambiki

Last updated: 08/01/2025
Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clon...

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How to Accept a Teammate Invitation to An Organization

Last updated: 08/01/2025
How to accept a Teammate invitation to an organization To accept an invitation to an organization: • You will receive an email, at your work ema...

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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 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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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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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 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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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 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 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 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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