Ambiki FAQ

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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How to Manage Your Organization's Subscription As An Invoiced Customer.

Last updated: 03/21/2025
How to manage your organization's subscription as an invoiced customer. To manage your organization's subscription as an invoiced customer, ensure you ...

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How to Record a Payment Made On a Claim or Outstanding Invoice (Including EOBs)

Last updated: 03/19/2025
How to Record a Payment Made On a Claim or Outstanding Invoice (Including EOBs) If you are manually entering EOB/PRA information, please scroll down to...

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How to View All Documentation That Has Not Been Signed or Needs Billing Information Added

Last updated: 03/18/2025
How to View All Documentation That Has Not Been Signed or Needs Billing Information Added To view incomplete documentation at your practice: • Click on...

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What is Special About Ambiki's Alerts?

Last updated: 03/18/2025
What is special about Alerts? The alerts feature provides valuable functionalities to streamline practice management and ensure timely actions. Let...

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Create Alerts

Last updated: 03/18/2025
How to create Alerts To create an alert, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click on ‘Patients...

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Set Up Your Personal Profile

Last updated: 03/12/2025
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...

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Add Your Signature and NPI Number

Last updated: 03/12/2025
How do I set up my signature and NPI number To set up your signature, ensure you are signed in to Ambiki and on the main dashboard: 1. On the top...

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Manage Your Personal Settings

Last updated: 03/11/2025
Manage your Personal Settings To manage your personal settings, ensure you are signed in to Ambiki and on the main dashboard: • On the top right-han...

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How to Set Up Organization Payroll Period Settings?

Last updated: 03/11/2025
To set up your payroll periods on Ambiki, go to the navigation bar on the left, and select Organization Menu-> Edit Organization. [Editing your org...

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How Do I View My Payroll Summary For This Period and Previous Payroll Periods?

Last updated: 03/07/2025
To access your payroll information, click on your profile icon on the top-right hand corner and click 'Payroll'. This will allow you to see your curren...

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Claim Replacement

Last updated: 03/04/2025
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...

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Dashboard Overview

Last updated: 02/26/2025
Dashboard Overview When you first log in, you’ll land on your Home Dashboard. Here, you’ll typically see: • Summary alerts (e.g., “No active physicia...

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