Ambiki Release Note: Co-Signature Reporting and Expanded Authorization Tracking

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Samuel Okoth avatar

Samuel Okoth 1 day ago

Date: 07/13/2026

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Therapists can have their completed co-signatures reflected in a new report, and OT/PT clinicians can track insurance authorizations by visits, units, or minutes with alerts when the authorization is running low.


🧑‍💼 Admins

  • Admins and managers on the Professional plan can review completed co-signatures by teammate and document type. Admins can also configure authorization tracking and remaining unit or minute alert ranges.


💳 Billers / Guardians

  • Billers: Billers can track insurance authorizations by visits, units, or minutes and see when an authorization is nearly used up.

  • Guardians/Patients: No direct changes.

🚀 New Feature - Co-Signature Report by Teammate and Document Type


👥 Audience: Admins / Managers (Professional plan)

🛠️ Steps to Access: Find it under Record centers → Co-signature report.

📢 What's new?: You can now see how many co-signatures each teammate has completed over a date range, broken down by document type. It's a quick way to recognize co-signing work, for example when awarding bonuses.

🚀 New Feature - Track Insurance Authorizations by Units or Minutes


👥 Audience: Therapists, billers, and admins — especially OT/PT practices

🛠️ Steps to Access: Pick "Track by" Visits, Units, or Minutes when creating/editing an authorization, and set the Units/Minutes remaining ranges under EMR settings or Alert settings.

📢 What's new?: Insurance authorizations can now be tracked by units or minutes, not just by visits. Ambiki counts the units or minutes used from treatment notes and lets you know when an authorization is running low — including a heads-up on the schedule when you book a session against an authorization that is nearly used up — so practices that are authorized by units or time can keep an accurate count.

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