Ambiki Release Note: Invoice Search Reliability & ERA Patient Matching Fixes

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Samuel Okoth avatar

Samuel Okoth 4 days ago

Date: 09/19/2025

Summary by Persona (Grouped by Role)


👩‍⚕️ Clinicians / Therapists

  • Invoice search in the new Billing → Invoices record center now works properly, reducing back-and-forth when checking patient billing.


🧑‍💼 Admins

  • Keyword searches fixed in Billing → Invoices.

  • ERA import matching improved by considering member number or Ambiki invoice number, reducing manual reconciliation.


💳 Billers / Guardians

  • Fewer search errors and more accurate ERA matches mean faster, cleaner billing follow-up.


🛠️ Fix: Invoice Record Center Keyword Search


 👥 Audience: All
 ❗ Issue: Keyword searches were not working correctly in the new "Billing → Invoices" record center.
 ✅ Action Steps: No action required. Please retry your search query.


🛠️ Fix: ERA Import Patient Matching


 👥 Audience: Admins
 ❗ Issue: Improved patient matching in ERA import. Adds the inclusion of the patient's member number or Ambiki specific invoice number to match to the correct patient.
 ✅ Action Steps: No action needed.

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