Ambiki Release Note: Email Updates, Patient Portal Notifications, Billing Fixes, and Clinical Documentation Improvements
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 1 day ago
Date: 11/10/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Therapists will benefit from more reliable notifications, improved intake form saving, and the ability to save skilled interventions as favorites.
🧑💼 Admins
- Admins will see consistent email designs featuring their practice's branding, more reliable notification updates, and additional discipline options in the custom form designer.
💳 Billers / Guardians
- Billers: CMS-1500 forms now print more reliably, secondary claims show previous insurance payments correctly, and patient ledgers no longer incorrectly show refunds owed to insurance companies.
- Guardians/Patients: Families will receive consistently formatted emails, patient portal message notifications at all email addresses on file, and more reliable intake form saving.
🚀 New Feature - Updated Email Design Across Ambiki
👥 Audience: Everyone who receives email from Ambiki: practice staff, and the families and signers who hear from a practice through Ambiki
🛠️ Steps to Access: Nothing to do. Every email from Ambiki uses the new look.
📢 What's new?: Emails from Ambiki now share one clean, consistent look. Emails sent on behalf of your practice show your practice's logo and name at the top, and every email starts with a clear title.
🛠️ Fix - Patient Portal Message Notifications Reach All Email Addresses
👥 Audience: Practices that message families through the patient portal
❗ Issue: When a parent or guardian had more than one email address on file, new message notifications reached only one of them.
✅ Action Steps: None. Notifications now go to every email address on file.
🛠️ Fix - Notification Bell Updates Correctly
👥 Audience: Therapists, Admins
📅 Date range affected: Since November 5, 2026
❗ Issue: The notification bell could sometimes stop updating on its own after moving between pages, until the next page loaded.
✅ Action Steps: None.
🛠️ Fix - CMS-1500 Forms Print Correctly and Show Previous Insurance Payments
👥 Audience: Billers and practice admins
❗ Issue: Printing a CMS-1500 form could fail for some invoices. On a secondary insurance form, the amount paid box did not always show what the earlier insurance paid.
✅ Action Steps: If a CMS-1500 form failed to print, print it again. To update the amount paid on a form printed before this update, open the form's page, use the link to generate it again, and print it.
🛠️ Fix - Accurate Insurance Refund Amounts on Patient Ledgers
👥 Audience: Admins, Billing staff
❗ Issue: When an insurance payment was recorded by hand for more than the amount the claim expected, the patient's ledger could show a refund owed back to the insurance company that was not actually owed.
✅ Action Steps: None required. The affected ledgers are rebuilt automatically. If this happened to you, you may want to check that your service rate's expected amount matches what the payer allows.
🛠️ Fix - Custom Form Designer Shows All Practice Disciplines
👥 Audience: Admins who build custom forms
📅 Date range affected: None
❗ Issue: The Discipline field in the custom form designer and its preview showed only the five standard disciplines, not the other disciplines a practice has set up. Real documents were not affected.
✅ Action Steps: None.
🛠️ Fix - Intake Forms Save After Removing Phone Numbers
👥 Audience: Families using the patient portal, Therapists, Admins
📅 Date range affected: April 2026 to now
❗ Issue: Removing a phone number on an intake form could stop the form saving, if that number had been used for an appointment reminder. Removing a number works now, and the form saves.
✅ Action Steps: None. Families who were stuck can open the form and save it again.
🛠️ Fix - Skilled Interventions Can Be Saved as Favorites
👥 Audience: Therapists
❗ Issue: We fixed an issue that kept skilled interventions from being saved as favorites.
✅ Action Steps: None.
Thank you for choosing Ambiki.