Ambiki EMR Guide

Need help getting started? Review the following chapters for guidance on how to use Ambiki's EMR.

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EMR Overview

Ambiki EMR Overview View

Organization Setup

Business Associate Agreement (BAA) View
Update your Organization Details and Settings Sign up
Add Facilities, Schools, & Locations to Your Practice View
Set up Faxing View
Set up Billing Provider and Default Service Rates View
Set up Insurance Companies View
Set up Service Rates or Pay Rates View

Billing and Payments

Add a Patient's Payment Method View
What is a Treatment Report View
Create an Invoice from a Treatment Report View
Bill an Insurance Claim for a Session View
Generate a Superbill View
Set up a Private Pay Source View
Bill Private, Insurance & Combination pay View
Record a Payment on a Claim or Outstanding Invoice View
Generate a Facility Invoice View
Log a Facility Invoice for Treatments in a Facility View

Faxing

Manage Incoming Faxes View
Create and Fax a Physician Order View
Fax my own PDF Document View

Teammate Management

Add Subscriptions to my Organization View
Invite and add Teammates to an Organization View
Remove All Permissions From a Teammate View
Create a New Permission Group View
Add Permissions to Teammates View
Set up Organization Payroll Periods View
View or Export a Payroll Reports View
Add Comments & Tag Teammates on Documents View

Personal Profile

Set up your Personal Profile View
Manage your Personal User Settings View
Add your Signature and NPI number View
Add Supervisors and Supervisees View

Patient Management

Patient Profile
Upload Patients in Bulk View
Create a Patient Profile View
Add a Referral View
Add Insurance Authorizations View
Access the Practice Directory View
Patient Portal
Send Patient Portal Links to Patients View
Populate Visit Notes to the Patient Portal View
Add an Intake Document to the Patient Portal View
Send Clinical Documentation to the Patient Portal View
Add an Intake Document to the Patient Portal View
Patient Portal Troubleshooting View
Alerts
What is special about Alerts View
Create Alerts View
Communications
What is special about the Communication Log View

Scheduling

Schedule
What is special about the Schedule View
Schedule a single or recurring event View
Set and Verify Attendance View
Caseloads
Create a Caseload View
Edit, print or delete a Caseload View
Pacing™
What is special about Pacing View
Set up Pacing View

Clinical Documentation

Create an Evaluation View
Upload an Existing Files to Ambiki View
Create a Plan of Care View
Set a Max Plan of Care Duration View
Create a Visit Note View
Populate Visit Notes to the Patient Portal View
Set my Preferred Visit Note Type View
Create a School Plan View
Create a Discharge View
View all Incomplete Documentation View
Progress Tracking
What is special about Progress Tracking View
How to use Progress Tracking View
Progress Tracking: Goals Vs. Therapy Activities Vs. Trials View
Goal Bank
What is Special about the Goal Bank View
Session Planning
What is Special about Session Planning View
Create a Session Plan View

Teletherapy

Teletherapy Guide View

Troubleshooting

Supported Internet Browsers View
Check & Update your Browser View
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