Ambiki Release Note: Enhancements to the Custom Form Builder, Upgrade, New Filter and Fixes to Patient Payment Invoices, New Filters For Facility Invoices

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Heather Roulston avatar

Heather Roulston 8 days ago

Date: 05/23/2025

🚀 New: Major Enhancements to the Custom Form Builder


👥 Audience: All users
🛠️ Steps to Access: Organization menu → Custom Forms → Edit or Create a Form
📢 What's new?:
We've introduced a wide range of improvements to make building and managing custom forms faster, easier, and more intuitive:

  • Clone fields instantly with a new "Clone" button on each component.
  • Reorder fields easily with new up/down arrows (Shift+click to send to top/bottom).
  • The components in on the form canvas now give a header bar of what they are with room to add more functionality.
  • Delete fields in one click — no need to open the editor.
  • Smarter data saving: A new backend system improves how form data is processed and stored. This is a precursor for a much bigger implementation to come.
  • Cleaner, more consistent UI, including updated field labels, tooltips, and placeholder styling.
  • Streamlined many of the components to appear cleaner and easier to read/use
  • Form control compatibility: Disabled/unsupported controls now appear dimmed and grouped at the bottom of the component palette.

These changes are part of the ongoing effort to integrate Plans of Care and other documents into the custom form system. We had to lay some ground work though in order to facilitate the requirements of adding Plans of Care, Discharges, Assessments, and Visit notes to the custom form system. This also is a precursor change to the Goals refactor which is in the works. More upgrades are coming soon!


🚀 New: "Therapist" column in Patient Invoice Payments


  • 👥 Audience: Admins
  • 🛠️ Steps to Access: Billing -> Patient Invoice Payments
  • 📢 What's new?: A new "Therapist" column is now visible in both the Patient Invoice Payment record center and the Excel export. 
    • If the patient invoice payment is associated with an ERA claim or a treatment report linked to the patient invoice, the column will display the therapist.
    • If not, the column will show "N/A".


🚀 New date of service filter for the "Services" (Facility invoicing) record center


  • 👥 Audience: Admins
  • 🛠️ Steps to Access: Billing -> Facility billing -> Services
  • 📢 What's new?: This record center can now be filtered by "Date of service from" or "Date of service to".


🚀 New - You can now view and filter by Date(s) of Service in the Patient Invoice Payment record center.


  • 👥 Audience: Admins
  • 🛠️ Steps to Access: Billing -> Patient Invoice Payments
  • 📢 What's new?: 
    • Date(s) of Service column added to the record center
    • Filter by Date of Service now available


🛠️ Fix - "Early Intervention" displays correctly on Excel export for Patient Invoice Payments


  • 👥 Audience: Admins
  • ❗ Issue: The Excel export for Patient Invoice Payments was displaying "Early Intervention" service types as "N/A".
  • ✅ Action Steps: This issue has been fixed. You can now generate accurate exports by navigating to Billing → Patient Invoice Payments → Export.




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