Ambiki FAQ
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How Do I View and Use the Patient Communication Feature?
Last updated: 03/05/2026
How do I view and use the Patient Communication Feature?
Overview
This article explains how the Patient Communication feature works in Ambiki. The Comm...
Why a Patient Doesn’t Appear Under An Insurance Company
Last updated: 10/27/2025
Why a Patient Doesn’t Appear Under an Insurance Company
If a patient isn’t showing up in the insurance company dropdown, follow these steps to fix i...
How to Batch Download and Print Patient's Documents: A Step-By-Step Guide
Last updated: 08/01/2025
How to batch download and print patient's documents: A step-by-step guide
To batch download and print patient documents, ensure you are signed in t...
How to Add a Referral to Ambiki
Last updated: 08/01/2025
How to Add a Referral to Ambiki
Go the patient's profile that you want to add the referral for.
Click Actions > Edit from the top left.
Select...
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...
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...
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...
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 ...
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...
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...
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...
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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