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How to Access Clinical Documentation In the Patient Portal
Last updated: 07/25/2024
How to access clinical documentation in the patient portal
The patient portal now includes a section within the ‘Documents’ tab to share signed clinic...
How to Add An Intake Document to the Patient Portal
Last updated: 07/23/2024
How to add an Intake document to the Patient portal
First ensure that you are signed in to Ambiki, and have added a parent/legal guardian to the patie...
Who Gets Patient Portal Emails? How to Add a Legal Guardian.
Last updated: 07/23/2024
To receive patient portal emails, emails must be listed as 'Legal Guardians'
1. To add a legal guardian, go to the patient's profile, click Actions -> ...
Invite a Teammate to An Organization
Last updated: 07/22/2024
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.
[te...
Can a Legal Guardian Have Access to Multiple Patient Accounts Through the Patient Portal?
Last updated: 07/18/2024
Yes. A legal guardian overseeing multiple patient accounts (e.g., siblings) can access all these accounts using a single Patient Portal login.
When ass...
How Do I Create and Fax a Physician Order?
Last updated: 07/15/2024
Create and Fax a Physician Order
1.) Go to the patient you wish to generate the order for
2.) Click on the "Physician Order" section
3.) Select what...
How Do I Set Up Faxing?
Last updated: 07/15/2024
How do I set up faxing?
Note: Our faxing feature is part of the paid Professional plan.
First, go to your Organization Menu, and then click 'Edit orga...
How Do I Set Up My Organization?
Last updated: 07/12/2024
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...
Set Up A Private Pay Source/Stripe?
Last updated: 07/11/2024
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...
How Do I Port My Ambiki Fax Number to Another Platform?
Last updated: 07/11/2024
How do I port my Ambiki fax number to another platform?
To port your fax number from Ambiki to another service provider:
1. Use your business informa...
How Do I Fax My Own PDF Document?
Last updated: 07/11/2024
To fax your own PDF document, go to the Organization Admin Center (top right-hand corner) and click on Fax Directory.
[Link to 'Fax directory'.]
...
How Do I Manage Incoming Faxes?
Last updated: 07/11/2024
Depending on what notification settings you have, and what permissions were given to you at your organization, when a fax is received by your organizati...
How to Remove All Permissions From a Teammate Within Your Organization
Last updated: 07/09/2024
How to Remove All Permissions From a Teammate Within Your Organization
To remove all permissions from a teammate within your organization follow these...
How Do I Test My Equipment Prior to a Teletherapy Session?
Last updated: 06/21/2024
How do I test my equipment prior to a teletherapy session?
• Test & update your browser: https://www.whatismybrowser.com/
• Test your webcam, micro...
Ambiki Notifications: Setup and Management
Last updated: 06/20/2024
How do I manage notifications
Ambiki has made it easier for users to stay up to date with important notifications and messages. Notifications can no...
Claim Replacement
Last updated: 06/18/2024
Claim Replacement
Claims only need replacement if they have been accepted by the MCO. In this context, accepted is if the EDI 999 and EDI 277 are both...
Set Up Insurance Companies You Work With On Ambiki
Last updated: 06/17/2024
Steps:
1. Before setting up insurance companies, set up your Provider Info and Service Rates . If you have already done this, you can skip to step 2
•...
Set Up Your Personal Profile
Last updated: 06/13/2024
Set up your Personal Profile
To edit your profile, ensure you are signed in to Ambiki and on the main dashboard. There are four sections of your pro...
General Billing Sequence
Last updated: 06/13/2024
General billing sequence
This guide will walk you through the general billing sequence.
Part 1: Set-Up Checks
1. First, it's essential to add ...
How to Submit a Pending Claim File
Last updated: 06/11/2024
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...
How to Receive Schedule Event Emails As a Parent or Guardian
Last updated: 06/07/2024
How to Receive Schedule Event Emails as a Parent or Guardian
Scheduled event/session email notifications are sent to the patient/parent/legal guardian...
How to Generate a Facility Invoice
Last updated: 06/06/2024
How to Generate a Facility Invoice
Before generating a facility invoice, please ensure the following have been completed:
1. The facility, school, or ...
What is Special About Progress Tracking?
Last updated: 06/03/2024
What is special about Progress Tracking?
The progress tracking feature offers a range of specialized functionalities designed to track and measure t...
How to Check When Authorizations Are Expiring
Last updated: 05/30/2024
How to check when Authorizations are expiring
To check when an Authorization is expiring, ensure you are logged in to Ambiki and on the main dashbo...
How to Edit a Claim File In Error
Last updated: 05/24/2024
How to edit a claim file in error
Sometimes a claim file does not have all the information it needs to be sent out successfully. This may result in...
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