Ambiki FAQ

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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How to Configure Your Home Dashboard Authorization Settings

Last updated: 02/26/2025
How to configure your home dashboard authorization settings To configure your home dashboard authorization settings, ensure you are signed in to Ambik...

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How Does Consolidated Invoicing Work (Monthly/Weekly)

Last updated: 02/21/2025
How does consolidated invoicing work Invoice consolidation allows you to combine multiple invoices for a patient over a specified time period into ...

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Ambiki Notifications: Setup and Management

Last updated: 02/20/2025
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...

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How Do I Set Up Faxing?

Last updated: 02/19/2025
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...

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How Do I Fax My Own PDF Document?

Last updated: 02/18/2025
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'.] ...

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How Do I Manage Incoming Faxes?

Last updated: 02/17/2025
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...

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How Do I Add Subscriptions to My Organization?

Last updated: 02/17/2025
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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How Do I Use the Comment Section to Leave Comments and Tag Teammates Internally?

Last updated: 02/14/2025
In Ambiki, all clinical documents contain a Comments section where a user is able to make comments internally on the document (not appearing on the note...

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Invite a Teammate to An Organization

Last updated: 02/14/2025
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. [Cl...

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How to Add Practices and Providers to Your Practice Directory

Last updated: 02/12/2025
How to Add Practices and Providers to Your Practice Directory To save information from offices that your private practice works with, including fax nu...

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How to Add a Discipline to Your Personal Profile

Last updated: 02/12/2025
How to add a discipline to your personal profile To add a discipline to your personal profile, ensure you are logged in to Ambiki and on the main d...

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How to Remove All Permissions From a Teammate Within Your Organization

Last updated: 02/11/2025
How to Remove All Permissions From a Teammate Within Your Organization To remove all permissions from a teammate within your organization follow these...

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Manage An Organization’s Caseloads Display

Last updated: 02/11/2025
Manage an Organization’s Caseloads display Ensure you are signed in to Ambiki and on the main dashboard. • In the Organization menu, select ‘Edit or...

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How to Assign Permissions to Teammates Within Your Organization

Last updated: 02/11/2025
To assign permission groups and or individual permissions to teammates follow these four easy steps: Step 1: Org Menu>Teammates [Step 1: Org Menu> ...

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How to View or Export a Payroll Report

Last updated: 02/10/2025
• To view or generate a payroll invoice, go to the Organization Admin area -> Dashboards • Click on Payroll • View any missing service rates or generate...

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How to Set a Max Plan of Care Duration For An Organization

Last updated: 02/10/2025
How to set a max plan of care duration for an organization To set a maximum plan of care duration for an organization, ensure you are logged in to ...

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Billing a Session

Last updated: 02/10/2025
To make billing a session with a patient as easy as possible, make sure you have both set up insurance billing and have set your organization's EMR sett...

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How Do I Set and Verify Attendance For a Patient

Last updated: 02/07/2025
How do I set and verify attendance for a patient To set and verify attendance for a patient, ensure you’re logged in to Ambiki and on the main dashbo...

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How to Clear a Patient’s Attendance In the Schedule

Last updated: 02/07/2025
How to clear a patient’s attendance in the schedule To clear a patient’s attendance in the schedule, ensure you are logged in to Ambiki and on the m...

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How Do I Turn On Automated Insurance Billing So That My Claims Automatically Submit?

Last updated: 02/05/2025
To turn on automated billing: • Go to the organization menu dropdown. • Click on 'Edit Organization'. • Click on 'Organization EMR Settings'. • Sc...

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How Do I Add Insurance Authorizations to Ambiki?

Last updated: 02/05/2025
To add authorization information to Ambiki, first go to the Patient's profile the authorization is for, then edit the patient. [Editing a patient pro...

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What is a Treatment Report

Last updated: 02/04/2025
A treatment report contains all the information about services provided for the patient during a given session. It includes the patient, date of service...

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