Ambiki Release Note: Facility Billing Improvements, Spanish Portal Signatures, Recurring Event Fixes and More
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Samuel Okoth 5 days ago
Date: 05/22/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Visit note linking from non-standard service entries now shows only notes from the correct service date.
- Facility-only patient visit note billing now opens the facility billing form with visit details already filled in.
- Evaluation saving works correctly when the discipline field exists in the template but is not placed in the layout.
- Recurring event edits now work correctly for evening events and dashboard visibility.
🧑💼 Admins
- Site administrators can resend account confirmation emails directly from the admin user profile page.
- Evaluation template/layout save issues have been resolved.
- Recurring event editing and dashboard behavior has been fixed for events affected by timezone timing.
💳 Billers / Guardians
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Billers: Facility-only visit note billing is smoother, with direct links to the related billing entry once entered.
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Patients / Legal Guardians: The Patient Portal session signature page and consent statement are now available in Spanish for organizations with Spanish localization enabled.
🛠️ Fix - Visit note dropdown filtered by service date when linking to service entries
👥 Audience: Therapists editing non-standard service entries at practices that use facility invoicing from visit notes.
❗ Issue: When linking a visit note to a service entry, the dropdown showed every note the patient ever had instead of the ones from the service date.
✅ Action Steps: No action needed. The dropdown now opens filtered to visit notes from the service entry's date.
❗ Issue: When linking a visit note to a service entry, the dropdown showed every note the patient ever had instead of the ones from the service date.
✅ Action Steps: No action needed. The dropdown now opens filtered to visit notes from the service entry's date.
🚀 New Feature - Resend account confirmation emails from admin user profiles
👥 Audience: Ambiki Site Administrators
🛠️ Steps to Access: Requires showUsersSiteAdministration permission. Navigate to Admin > Users > select a user.
📢 What's new?: Site administrators can now resend account confirmation emails directly from the admin user profile page. A "Resend account confirmation email" option appears in the Actions dropdown for users who haven't yet confirmed their account. A 10-minute cooldown prevents duplicate sends.
🛠️ Steps to Access: Requires showUsersSiteAdministration permission. Navigate to Admin > Users > select a user.
📢 What's new?: Site administrators can now resend account confirmation emails directly from the admin user profile page. A "Resend account confirmation email" option appears in the Actions dropdown for users who haven't yet confirmed their account. A 10-minute cooldown prevents duplicate sends.
🚀 New Feature - Patient Portal session signature page available in Spanish
👥 Audience: Patients / legal guardians (Patient Portal users)
🛠️ Steps to Access: The page renders in Spanish when the patient/guardian has chosen Spanish in the portal (for those organizations who have requested access to the Spanish localization feature).
📢 What's new?: The patient portal session signature page, including the consent statement, is now available in Spanish.
🛠️ Steps to Access: The page renders in Spanish when the patient/guardian has chosen Spanish in the portal (for those organizations who have requested access to the Spanish localization feature).
📢 What's new?: The patient portal session signature page, including the consent statement, is now available in Spanish.
🚀 New Feature - Facility-only visit note billing opens prefilled facility billing form
👥 Audience: Therapists, Billers
🛠️ Steps to Access: Available when the organization has enabled billing a facility or patient from visit notes (under EMR settings → Facility invoicing).
📢 What's new?: For patients who are billed only through a facility, the visit note's "Billing" action now opens the facility billing form already filled in with the visit details. The "Mark as treatment report not needed" option is no longer shown for these patients, since it does not apply to them. Once billing has been entered, the visit note shows a link to view it.
🛠️ Steps to Access: Available when the organization has enabled billing a facility or patient from visit notes (under EMR settings → Facility invoicing).
📢 What's new?: For patients who are billed only through a facility, the visit note's "Billing" action now opens the facility billing form already filled in with the visit details. The "Mark as treatment report not needed" option is no longer shown for these patients, since it does not apply to them. Once billing has been entered, the visit note shows a link to view it.
🛠️ Fix - Evaluations save when discipline field is not placed in layout
👥 Audience: Therapists, Admins
❗ Issue: An issue prevented saving an evaluation when the template contained a discipline field that was not placed in the document layout.
✅ Action Steps: No action required.
❗ Issue: An issue prevented saving an evaluation when the template contained a discipline field that was not placed in the document layout.
✅ Action Steps: No action required.
🛠️ Fix - Recurring event single-occurrence edits and dashboard display restored
👥 Audience: All therapists and admins
📅 Date range affected: Events scheduled after 5 PM Pacific / 6 PM Mountain / 7 PM Central / 8 PM Eastern (or early morning for non-US timezones)
❗ Issue: We fixed an issue where editing a single occurrence of a recurring event would appear to do nothing. The same issue could cause evening recurring events to not appear on the dashboard or show as in progress.
✅ Action Steps: No action needed. Previously affected events will work correctly now.
Thank you for choosing Ambiki.
📅 Date range affected: Events scheduled after 5 PM Pacific / 6 PM Mountain / 7 PM Central / 8 PM Eastern (or early morning for non-US timezones)
❗ Issue: We fixed an issue where editing a single occurrence of a recurring event would appear to do nothing. The same issue could cause evening recurring events to not appear on the dashboard or show as in progress.
✅ Action Steps: No action needed. Previously affected events will work correctly now.
Thank you for choosing Ambiki.