Ambiki FAQ

How to Accept a Teammate Invitation to An Organization

Last updated: 05/16/2025
How to accept a Teammate invitation to an organization To accept an invitation to an organization: • You will receive an email, at your work email ...

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How to Switch Organizations

Last updated: 05/16/2025
How to switch organizations To switch organizations, ensure you are signed in to Ambiki and on the main dashboard: • Click on the ‘Organization...

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How Do I Add Subscriptions to My Organization?

Last updated: 05/14/2025
How do I add Subscriptions to my Organization? To add a subscription to your organization, ensure you are signed in to Ambiki and on the main dashboa...

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Create a Discharge

Last updated: 05/12/2025
How to create a Discharge? To create a discharge, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ...

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How to Log a Facility Invoice For a Treatment Done In a Facility? (Non-Standard Service Entry)

Last updated: 05/02/2025
This FAQ goes over how to log a service entry at a location (like a school, daycare, headstart, etc.) that is billed directly to the facility (as compar...

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How to Configure Your SMS Appointment Reminder Settings

Last updated: 04/29/2025
How to configure Your SMS Appointment Reminder Settings Reminder settings with SMS: While waiting for the campaign to be finalized you are able...

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How to Receive Schedule Event Emails As a Parent or Guardian

Last updated: 04/25/2025
How to Receive Schedule Event Emails as a Parent or Guardian Scheduled event/session email notifications are sent to the patient/parent/legal guardian...

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How to Set Up My Organization For SMS Reminders

Last updated: 04/25/2025
How to set up my organization for SMS reminders First navigate to SMS Settings by going to Organization Menu -> Edit Organization > SMS Setti...

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How Do I Add SMS Reminders to My Subscription

Last updated: 04/25/2025
How do I add SMS Reminders to my subscription Adding SMS reminders to your subscription has an initial set up fee of $250. There is also a monthl...

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How to Submit a Pending Claim File

Last updated: 04/24/2025
How to submit a pending claim file You can submit a pending claim file in two ways: 1. Directly from a treatment report. 2. From the 837 Profes...

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How Intake Documents Auto-Fill Patient Profiles

Last updated: 04/23/2025
How Intake Documents Auto-Fill Patient Profiles Ambiki streamlines patient profile creation by allowing intake documents—submitted by patients or the...

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How to Bill a Private Pay Source On Ambiki

Last updated: 03/31/2025
To bill a credit card as a private pay source on Ambiki, first you will need to make sure you have your Stripe settings set up in Ambiki. Click here to ...

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How Do I Set My Preferred Visit Note Type

Last updated: 03/28/2025
How do I set my preferred visit note type Ambiki allows users to customize their default visit note type, while also offering the flexibility to ch...

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How to Use Tenalog

Last updated: 03/28/2025
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 ‘Patients...

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How to Enable and Require Selection of Skilled Interventions In Visit Note Documents

Last updated: 03/27/2025
How to enable and require selection of skilled interventions in Visit note documents To enable and require selection of skilled interventions in Vi...

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How to Manage Physician Orders

Last updated: 03/27/2025
How to manage Physician Orders The "Physician orders" feature in Ambiki allows therapists to easily create and send physician orders to the patient...

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Create An Evaluation

Last updated: 03/27/2025
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 Enable Sharing of Clinical Documentation to the Patient Portal

Last updated: 03/27/2025
How to enable sharing of clinical documentation to the Patient Portal To enable sharing of clinical documentation to the patient portal, ensure you...

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How to Add or Edit a Diagnosis Code

Last updated: 03/27/2025
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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How Do I Use Quick Phrases?

Last updated: 03/26/2025
How to use Quick Phrases Quick Phrases can be used on any clinical documentation but for the purposes of demonstration we will use visit notes as an e...

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I Was Logged Out and Lost My Work. How Do I Retrieve My Notes With Autosave

Last updated: 03/26/2025
I was logged out and lost my work. How do I retrieve my notes with autosave The autosave feature in Ambiki ensures that you won't have to stress about...

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Bill Insurance For a Session

Last updated: 03/25/2025
How Do I Bill Insurance For a Session? Note: If insurance is billed outside of Ambiki, please mark the treatment report as mark as treatment report not...

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Set Up A Private Pay Source/Stripe?

Last updated: 03/25/2025
How Do I Set Up a Private Pay Source/Stripe? To set up a private pay source, ensure you are logged in to Ambiki and on the main dashboard: 1. Click o...

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Populate Visit Notes to the Patient Portal

Last updated: 03/21/2025
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 main...

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How to Batch Download and Print Patient's Documents: A Step-By-Step Guide

Last updated: 03/21/2025
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 to A...

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