Ambiki Release Note: Remittance Matching, Appointment Notifications, and Document Date Fixes

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Samuel Okoth avatar

Samuel Okoth 1 day ago

Date: 09/03/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists can receive notifications when patients confirm or cancel appointments through the patient portal, and dates now appear correctly on affected evaluations and plans of care.


🧑‍💼 Admins

  • Billing admins can find invoices more easily when manually matching remittances, and admins will see dates restored on affected evaluations and plans of care.


💳 Billers / Guardians

  • Billers: Manually matching remittances is easier because invoices are now labelled and sorted by date of service.

  • Guardians/Patients: No direct changes.

🛠️ Fix - Remittance Matching Lists Invoices by Date of Service


👥 Audience: Billing admins

📅 Date range affected: Ongoing until now

❗ Issue: On the screen for matching a remittance to an invoice by hand, the list of invoices was sorted and labelled by the date the invoice was created. For an invoice created a while after the visit, that made the visit hard to find. The list now leads with the date of service and is sorted by it.

✅ Action Steps: No action required.

🚀 New Feature - Appointment Confirmation and Cancellation Notifications


👥 Audience: Therapists

🛠️ Steps to Access: No action needed — enabled by default via the existing notification settings page, under the same section as check-in notifications.

📢 What's new?: Therapists are now notified when a patient confirms or cancels an upcoming appointment from the patient portal.

🛠️ Fix - Dates Appear Correctly on Evaluations and Plans of Care


👥 Audience: Therapists, Admins

❗ Issue: We fixed an issue where the date on some evaluations and plans of care did not appear on the document page or its printed PDF.

✅ Action Steps: None needed. Affected documents show their dates again automatically.


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