Ambiki Release Note: Failed Payment Visibility, Triennial Eval Support, Private Pay Invoice Reconnection and More
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 2 days ago
Date: 03/30/2026
Summary by Persona (Grouped by Role)
π©ββοΈ Clinicians / Therapists
- Universal search now returns more patient results, making it easier to find patients with common first names.
π§βπΌ Admins
- Failed Stripe payments are now clearly labeled with a red badge and hover error details.
- EMR Settings now better support school-based workflows with a 3-year evaluation cycle option.
- Private pay invoices can now be manually unlinked and reconnected to the correct treatment report.
π³ Billers / Guardians
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Billers: Failed payments are easier to identify, and private pay invoices can now be moved to the correct treatment report when needed.
-
Guardians/Patients: No direct changes.
π οΈ Fix - Failed Stripe payments now show a clear failed status
π₯ Audience: Admins, Billing Staff
β Issue: Payments that failed before a Stripe invoice was created showed as $0.00 with no status indicator, making it unclear to staff that the payment had failed.
β Action Steps: No action needed. Failed payments will now display a red "Failed" badge with the error message on hover.
β Issue: Payments that failed before a Stripe invoice was created showed as $0.00 with no status indicator, making it unclear to staff that the payment had failed.
β Action Steps: No action needed. Failed payments will now display a red "Failed" badge with the error message on hover.
π οΈ Fix - Evaluation expiry setting now supports 3-year cycles
π₯ Audience: Admins, Practice Owners
π Date range affected: N/A
βIssue: The Evaluation Expiry setting in EMR Settings only went up to 24 months, which didn't support the standard 3-year (triennial) evaluation cycle commonly used in school-based therapy settings.
π Date range affected: N/A
βIssue: The Evaluation Expiry setting in EMR Settings only went up to 24 months, which didn't support the standard 3-year (triennial) evaluation cycle commonly used in school-based therapy settings.
π οΈ Fix - Universal search returns more patients with common first names
π₯ Audience: All Users
β Issue: Patients with common first names could be excluded from universal search results due to the 5-result limit, requiring users to type additional name parts to find the right patient.
β Action Steps: No action needed. The search now returns more patient results, so you should find the right patient more easily.
β Issue: Patients with common first names could be excluded from universal search results due to the 5-result limit, requiring users to type additional name parts to find the right patient.
β Action Steps: No action needed. The search now returns more patient results, so you should find the right patient more easily.
π New Feature - Manually unlink and reconnect private pay invoices to treatment reports
π₯ Audience: Billing staff, Admins
π οΈ Steps to Access: Unlinking requires manageTreatmentReports ("Manage all Treatment Reports for the Organization"). Reconnecting requires the createPatientInvoice or manageOrgPatientInvoices permission. Professional plan required for both.
π’ What's new?: You can now manually unlink a private pay invoice from a treatment report and reconnect its items to a different treatment report. On a treatment report's page, use the "Invoice actions" dropdown to unlink a private pay invoice. Then, on the invoice page, use "Connect to treatment report" from the actions menu to link the unlinked items to the correct treatment report service. A ledger reseed is automatically queued after.
Thank you for choosing Ambiki.
π οΈ Steps to Access: Unlinking requires manageTreatmentReports ("Manage all Treatment Reports for the Organization"). Reconnecting requires the createPatientInvoice or manageOrgPatientInvoices permission. Professional plan required for both.
π’ What's new?: You can now manually unlink a private pay invoice from a treatment report and reconnect its items to a different treatment report. On a treatment report's page, use the "Invoice actions" dropdown to unlink a private pay invoice. Then, on the invoice page, use "Connect to treatment report" from the actions menu to link the unlinked items to the correct treatment report service. A ledger reseed is automatically queued after.
Thank you for choosing Ambiki.