Ambiki Release Note: Insurance Claims, Clinical Documentation, Billing, Payroll, and Performance Updates
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 5 days ago
Date: 11/05/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Therapists can load previous visit notes after saving, benefit from improved document signing, and experience faster navigation across Ambiki. Progress reports for occupational and physical therapy assistants now follow the supervising therapist's co-signature workflow.
🧑💼 Admins
- Admins can manage claim files more easily, use SSH key authentication for clearinghouse connections, and benefit from faster payroll calculations. Improvements also address subscription seat management, authorized signers, and custom-form settings.
💳 Billers / Guardians
- Billers: A new Pending Claims page makes it easier to review and submit insurance claims in bulk. Claim file archiving, more reliable payer response processing, and patient ledger corrections also improve billing workflows.
- Guardians/Patients: Patient balances are more accurate, especially for Medicaid-covered visits. Improvements to page loading and emailed session-signing links also make Ambiki easier to use.
🛠️ Fix - Insurance Payer Response Files Are Processed Correctly
👥 Audience: Admins, billing staff
📅 Date range affected: Ongoing, until this release
❗ Issue: When more than one response file from an insurance payer was waiting to be picked up, some of them could be left behind, which could leave claim statuses looking out of date.
✅ Action Steps: None. Anything that was left behind is picked up automatically.
🛠️ Fix - Unused Session Time Fields No Longer Appear on Visit Notes
👥 Audience: Therapists, Admins
📅 Date range affected: Since custom form visit notes were introduced
❗ Issue: Visit notes and their PDFs showed empty "Start time" and "End time" rows, marked "Not recorded", for practices that do not record session start and end times.
✅ Action Steps: None.
🚀 New Feature - View and Submit Pending Insurance Claims in Bulk
👥 Audience: Billing admins
🛠️ Steps to Access: Users who can manage EDI files, on a Professional plan. Billing → EDI 837 professional claims → Pending claims.
📢 What's new?: You can now see every insurance claim that has not been sent yet on one page, with what is missing for any that are not ready, and submit several claims at once.
🚀 New Feature - Archive Insurance Claim Files
👥 Audience: Billers and admins who manage insurance claims
🛠️ Steps to Access: Same permission as managing EDI files. Open a claim file and choose Archive, or filter the EDI 837P list and archive everything that matches.
📢 What's new?: You can now archive claim files you no longer need to work, such as claims you have finished or decided not to pursue. Archived claim files leave your main claims list but stay on their treatment reports and can be viewed or moved back at any time with the new Show filter. Older versions of a claim file are archived automatically when you rebuild it.
🛠️ Fix - Load a Prior Note After Saving a Visit Note
👥 Audience: Therapists
❗ Issue: On visit notes that use a custom form, the option to load a prior note was only offered while the note was new. After saving, it went away.
✅ Action Steps: None. Saved notes now offer "Load a prior note" in the sidebar too.
🚀 New Feature - SSH Key Authentication for Clearinghouse Connections
👥 Audience: Billing admins who manage clearinghouse connections
🛠️ Steps to Access: Billing → Insurance company EDI credentials → Edit → Authentication method. Requires the Manage Insurance Company EDI Credentials permission.
📢 What's new?: Clearinghouse connections can now sign in with an SSH key instead of a password. Choose SSH key, paste your private key, and send the public key shown on the connection page to your clearinghouse or payer.
🛠️ Fix - Visit Note Settings Apply to Custom Forms
👥 Audience: Admins, Therapists
❗ Issue: Practices that chose to hide "pull forward" of a previous visit note in their EMR settings still saw "Load a prior note" on visit notes that use a custom form.
✅ Action Steps: None. The setting now applies to custom-form visit notes too.
🛠️ Improvement - Faster Navigation and Interface Updates
👥 Audience: All users
❗ Issue: Moving between pages in Ambiki is faster: pages update in place, download less and do less work as they load. Sign in pages and the page for signing sessions from an emailed link load faster too.
We also fixed the date picker on newly added form rows, the unread notification badge with ten or more notifications, quick phrase search, and a few dialogs that did not focus or close as expected.
✅ Action Steps: None.
🛠️ Fix - Faster Payroll Total Calculations
👥 Audience: Admins who run payroll
❗ Issue: Payroll totals could take a long time to refresh for therapists with many sessions.
✅ Action Steps: None.
🛠️ Fix - Specialist Credentials Can Sign Documents and Amendments
👥 Audience: Therapists and staff who use the Specialist credential
📅 Date range affected: April 2026 to now
❗ Issue: Staff with the Specialist credential who also had a signature for another credential could not sign documents for the Other, Counseling or Adaptive Physical Education disciplines. No one with the Specialist credential could sign an amendment or addendum to those documents.
✅ Action Steps: None. Open the document and sign it as usual.
🛠️ Fix - Authorized Signers Can Be Linked to Patient Profiles
👥 Audience: Therapists, Admins
❗ Issue: Linking an authorized signer to a patient, from the patient profile or from the service log signature page, did not save and showed an error instead.
✅ Action Steps: None. Any signer you could not link before can now be linked the same way.
🛠️ Fix - Correct Patient Balances for Medicaid and Overbilled Visits
👥 Audience: Admins and billing staff
📅 Date range affected: N/A
❗ Issue: When a patient was billed more than a visit's charge before insurance had answered, the extra amount could show on the ledger as money the patient owed, even on a visit covered by Medicaid.
On a Medicaid visit the patient now owes none of it, and anything they paid toward it shows as a credit to refund. On other visits the amount above the charge is shown as an adjustment to the visit rather than as a charge.
✅ Action Steps: None. The Ledger tab updates on its own. A credit shown on a Medicaid visit can be refunded the same way as any other patient credit.
🛠️ Fix - Subscription Seats Remain Available After Renewals
👥 Audience: Admins
📅 Date range affected: Since August 2026
❗ Issue: For practices whose plan was changed outside Ambiki, a seat could stop working at every renewal, and adding seats in Manage seats did not fix it.
✅ Action Steps: None. If a plan shows no seats in Manage seats, add the seats there and give them out again on the seats page.
🛠️ Fix - Signed Visit Notes Can Only Be Changed Through Amendments
👥 Audience: Therapists with the teletherapy add-on, and practices on a trial
📅 Date range affected: Since August 2024
❗ Issue: A signed visit note could still be edited from the session recording page or the note's edit page.
✅ Action Steps: None. Signed visit notes can now only be changed by adding an amendment. The session summary can still be edited after signing.
🛠️ Fix - Progress Reports Written by Therapy Assistants Require Co-Signatures
👥 Audience: Occupational and physical therapists and their assistants
📅 Date range affected: N/A
❗ Issue: Progress reports written by occupational or physical therapy assistants now go to their supervising therapist for co-signature before they are final. Therapy assistants who can't yet write progress reports now see how their practice can ask for access.
✅ Action Steps: None. Practices that want their assistants to write progress reports can contact Ambiki support.
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