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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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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'.]
...
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...
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...
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...
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...
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...
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...
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...
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...
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> ...
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...
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 ...
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...
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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