Ambiki Release Note: May Summary of Release Notes
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 about 17 hours ago
Date: 05/31/2025
May release roundup
Key new abilities
· Org-level add-on management: toggle organization add-ons from the same screen you manage user plans.
· Productivity metrics: therapist dashboard now shows total sessions, direct/indirect hours, and direct-time %.
· Re-invoice facility bills: adjust any facility invoice that has no payments—add, remove, or split items before sending.
· Billing straight from visit notes: quick links fill most fields for patient or facility invoices.
· Caseload tools: print caseloads in landscape, export any caseload (org-wide or individual) to Excel, and filter record centers by therapist, patient, size, or dates.
· Alert workflow upgrades: export alerts to Excel plus three new filter views (therapist caseload, facility, school district).
· “Manage Stop Treatments” permission: block documentation until required items are resolved.
· Custom form builder overhaul: clone, reorder, delete fields instantly; cleaner UI and faster saving— groundwork for upcoming Plans of Care integration.
Notable improvements
· Attendance dashboards: unmarked sessions now counted; “Events Missing Attendance” shows all-time data (up to 2 000 events) and exports cleanly.
· Calendar & check-ins: smoother Schedule v2 UX, fixed mobile view, accurate “Today” button, no more hidden double-loads, canceled-event icons removed.
· Record-center filtering: date-of-service filters for facility services and patient invoice payments; invoice number column added to patient profiles.
· Dashboards: alert status filter and clearer silencing options.
Fixes that make daily work smoother
· Accurate links from “Events Missing Documentation”; documentation list updates instantly after signing.
· Patient statements now include same-day services.
· Attendance exports show correct “Unmarked” counts; Excel export issue resolved.
· Reliable loading for calendar events, caseload pages, and event forms; month-view header alignment corrected.
· Portal PDFs accessible again for parents/guardians; incoming messages no longer show “Anonymous”.
· Multiple small invoice, export, and UI glitches squashed (facility invoice print/export, patient