Ambiki Release Note: NPI Guide, Pay Rates Fix & Faster Caseload Assignment
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 12 days ago
Date: 08/22/2025
Summary by Persona (Grouped by Role)
๐ฉโโ๏ธ Clinicians / Therapists
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Add to Caseload at Create/Edit: Assign patients to the right caseload immediately during intakeโfewer steps, faster handoffs.
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NPI Guide: Clear guidance on rendering vs. supervising NPIs (including CF/assistant rules) helps prevent claim rejections.
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Pay Rates Fix: No direct workflow change.
๐งโ๐ผ Admins
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NPI Guide: Centralized instructions for configuring NPIs, supervisor handling, and troubleshooting common rejections.
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Pay Rates Fix: Dropdown now shows/saves the correct user for pay ratesโno action needed.
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Add to Caseload: Assign patients to caseloads directly from the new/edit patient flow to speed onboarding.
๐ณ Billers / Guardians
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NPI Guide: More accurate claim submission and payment routing.
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Pay Rates Fix: Reduces downstream payroll/reporting inconsistencies.
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Add to Caseload: Smoother intake reduces delays that can affect billing readiness.
๐ New Feature - NPI Guide
๐ฅ Audience: Admins
ย ๐ ๏ธ Steps to Access: Navigate to Help/Documentation section โ Billing Guide โ NPI Guide (https://ambiki.com/emr/billing-npi-guide)
๐ข What's new?: New comprehensive guide explaining NPI (National Provider Identifier) configuration and management in Ambiki. The guide covers billing vs. rendering provider NPIs, automatic supervisor NPI handling for assistants/students/CFs, special rules for Clinical Fellows with active licenses, and troubleshooting steps for common NPI-related claim rejections. This documentation helps practices ensure accurate claim submission and proper payment routing.
ย ๐ ๏ธ Steps to Access: Navigate to Help/Documentation section โ Billing Guide โ NPI Guide (https://ambiki.com/emr/billing-npi-guide)
๐ข What's new?: New comprehensive guide explaining NPI (National Provider Identifier) configuration and management in Ambiki. The guide covers billing vs. rendering provider NPIs, automatic supervisor NPI handling for assistants/students/CFs, special rules for Clinical Fellows with active licenses, and troubleshooting steps for common NPI-related claim rejections. This documentation helps practices ensure accurate claim submission and proper payment routing.
๐ ๏ธ Fix - Pay rates
๐ฅ Audience: Admins
ย โ Issue: In some cases, pay rates could display or save with the wrong user.
ย โ Action Steps: No action is required. The dropdown now correctly displays and preserves the associated user.
ย โ Issue: In some cases, pay rates could display or save with the wrong user.
ย โ Action Steps: No action is required. The dropdown now correctly displays and preserves the associated user.
๐ New Feature - Add patients to caseloads from the new or edit patient
๐ฅ Audience: All
ย ๐ ๏ธ Steps to Access: Create or edit a patient, and youโll now see the option to assign them to a caseload directly.
ย ๐ข What's new?: You can now add patients to caseloads at the same time you create or update their profile. This eliminates extra steps, speeds up intake, and ensures patients are connected to the right clinician or team from the start.
Thank you for choosing Ambiki.
ย ๐ ๏ธ Steps to Access: Create or edit a patient, and youโll now see the option to assign them to a caseload directly.
ย ๐ข What's new?: You can now add patients to caseloads at the same time you create or update their profile. This eliminates extra steps, speeds up intake, and ensures patients are connected to the right clinician or team from the start.
Thank you for choosing Ambiki.