Ambiki Release Note: Billing Codes, Appointment Reminders, Migration Center, Insurance Rates, and Billing Updates

Stay up to date on new features and improvements to Ambiki - Ambiki release notes is where the Ambitious Idea Labs team publicly communicates new functionality added to Ambiki so that our users can stay on top of everything that is new.

Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 11/07/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists will benefit from improvements to focus area tag ordering, clearer messages on empty pages, and more reliable file handling.


🧑‍💼 Admins

  • Admins can rename billing codes, set up automatic appointment email reminders, copy service rates between insurance companies, and use the new Migration Center to track practice setup. Improvements also address alert settings, SMS settings, and onboarding.


💳 Billers / Guardians

  • Billers: New tools help manage billing codes, copy payer rates, identify Office Ally claim rejections, and automatically mark settled remittance claims as reviewed. Private-pay visits also now generate one bill instead of multiple bills when a family has multiple saved payers.

  • Guardians/Patients: Families can receive customizable appointment email reminders and unsubscribe when needed. Private-pay billing is also more consistent.

🚀 New Feature - Edit Practice Billing Codes


👥 Audience: Admins and billers who manage billing codes

🛠️ Steps to Access: Billing codes, open one of your practice's billing codes, then Edit. Requires the permission to manage the practice's billing codes.

📢 What's new?: You can now rename your practice's billing codes and change which notes they appear on, without deleting and recreating them.

🚀 New Feature - Automatic Appointment Email Reminders


👥 Audience: Admins (set it up), Patients and families (receive the reminders)

🛠️ Steps to Access: Ask Ambiki to switch on reminder emails for your practice, then go to Organization settings → Email reminder settings and turn them on.

📢 What's new?: You can now send automatic email reminders to patients before their appointments. Choose how far ahead each reminder goes out, for example a day before and an hour before, and write your own subject line and message for each one. Patients can stop reminder emails at any time using the link at the bottom of every reminder. Appointment confirmations are not affected.

🛠️ Fix - Clearer Messages on Empty Pages and Search Results


👥 Audience: Everyone

❗ Issue: Pages with nothing on them yet said that nothing matched your search, even when no search had been made. They now say "Nothing here yet." instead, and still say nothing matched when you have searched or filtered. A few pages also gave the opposite wrong message, telling you a page was empty when your search simply had no matches.

✅ Action Steps: None.

🛠️ Fix - Improved Uploaded File Handling


👥 Audience: All users

❗ Issue: We made an improvement to the way uploaded files are handled.

✅ Action Steps: No action needed.

🚀 New Feature - Office Ally Rejection Messages Include Edit IDs


👥 Audience: Billers and admins whose practice sends claims through Office Ally

🛠️ Steps to Access: Billing > EDI claim statuses, or the claim's page

📢 What's new?: Starting the week of November 30, when Office Ally rejects a claim, the rejection message starts with Office Ally's Edit ID, for example "Edit ID LC1245: CPT / HCPCS CODE CODE, ON LINE 01 IS INVALID." Give Office Ally this ID when you ask them about a rejection.

🛠️ Fix - Focus Area Tags Can Be Reordered


👥 Audience: Therapists, Admins

📅 Date range affected: Since May 16, 2026

❗ Issue: Saved focus area tags could not be reordered by dragging them.

✅ Action Steps: None.

🛠️ Fix - Alert Settings Save Correctly


👥 Audience: Admins

❗ Issue: We fixed an issue that stopped the Alert settings page from saving.

✅ Action Steps: None. Your saved alert settings are unchanged.

🚀 New Feature - Copy Service Rates Between Insurance Companies


👥 Audience: Admins and billers who manage insurance companies

🛠️ Steps to Access: Billing > Insurance companies > Open a payer > Copy rates to other payers on the service rates card. Requires the Manage Insurance Companies permission on a Professional plan. Turned on for practices a few at a time.

📢 What's new?: You can copy a payer's service rates to other payers in one go. Pick the rates and the payers, check the preview, and confirm. The copy runs in the background and you get a notification when it is done.

Payers that already have a rate for that code keep their own rate. Allowed amounts are left blank on the copies unless you choose to copy them, since each payer pays its own amount.

🛠️ Fix - Clearer Messages When SMS Settings Are Unavailable


👥 Audience: Admins

❗ Issue: When our messaging service was temporarily unavailable, the SMS settings page could not be opened, and submitting your organization's details on the first onboarding step could end in an error page.

✅ Action Steps: None. If the page cannot reach our messaging service, it now explains what happened and you can search again in a few minutes.

🚀 New Feature - Migration Center for Practice Setup


👥 Audience: Practice owners and admins setting up their practice in Ambiki

🛠️ Steps to Access: Open the organization admin menu and choose Migration center. Requires the "Manage migration center" permission, which the Owners group has by default.

📢 What's new?: The new Migration Center puts everything a practice needs to finish setting up in Ambiki into one checklist with five steps: before you import, configure your organization, bring in your data, complete each patient profile, and finish up.

Each task links to the page where the work is done. You can check off tasks, mark them as not needed, or undo either one, and your progress updates as you go. Ambiki checks off some tasks for you once your practice already has the matching records, such as payers, service locations, custom forms or patients. In the patient profile step, each task shows how many patients are still missing that information, such as a legal guardian, an authorization or a portal invite, and opens a list of just those patients. These tasks check themselves off once every patient is covered and reopen if a new patient needs attention. Anything you mark yourself stays the way you left it.

🛠️ Fix - One Bill per Visit for Private-Pay Families


👥 Audience: Admins, Billers

❗ Issue: When a family paying privately had more than one saved payer on file, signing a session note could create a separate bill for the same visit under each one.

✅ Action Steps: None. Each visit now gets one bill, addressed to the family's primary payer, and you can still change who it is addressed to. Bills created this way before the change are unchanged.

🚀 New Feature - Automatically Mark Settled Remittance Claims as Reviewed


👥 Audience: Billers and admins

🛠️ Steps to Access: Open Remittances and go to the Claims page. An information icon next to the Reviewed column explains when Ambiki checks the box for you.

📢 What's new?: Ambiki now checks the Reviewed box for you once every visit a claim paid has nothing left for the patient to pay, whether the patient paid it, the practice wrote it off, or another payer covered it.

If a patient owes again later, Ambiki clears only the checks it made, so anything you checked yourself stays the way you left it. Claims that were already settled before this change are left as they are.


Thank you for choosing Ambiki.