Ambiki Release Note: Secondary Claim Safeguard, Calendar Location Filters & Referrals Rewards

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 avatar

Samuel Okoth 6 days ago

Date: 12/08/2025

Summary by Persona (Grouped by Role)



👩‍⚕️ Clinicians / Therapists

  • Calendar Location Filters: Quickly filter your schedule by location (e.g., clinic, school, teletherapy) for clearer daily planning.

  • Referrals Rewards Program: Share Ambiki with colleagues and earn free Teletherapy or Tenalog credits when they subscribe via your referral link.


🧑‍💼 Admins

  • Secondary Claim Protection: Manual insurance payments without adjustments are no longer pushed into secondary claim files, helping prevent automated rejections.

  • Location-Based Calendar Views: Save and reuse filters that include specific locations to better manage multi-site scheduling.

  • Referrals Dashboard: Track invites, rewards, and automatic discounts on your monthly bill via the referrals dashboard (for orgs with the feature flag enabled).


💳 Billers / Guardians

  • Billers: Secondary claims are cleaner and less likely to be auto-rejected due to manual payments without adjustments.

  • Guardians: No direct changes, but billing workflows become more reliable.


🛠️ Fix: Exclude Manual Payments Without Adjustments from Secondary Claims


 👥 Audience: Admins
 ❗ Issue: If manual insurance payments are made without adjustments, these will not be entered into secondary claim files to prevent automated rejections.
 ✅ Action Steps: No action to take.


🚀 New Feature — Calendar Location Filters


👥 Audience: Therapists & Admins
 🛠️ Steps to Access:
 Open Calendar → Filters
 Create or edit any filter
 Use the new “Location” multi-select field
 📢 What's new? Users can now filter their calendar events by location.


🚀 New Feature — Ambiki Referrals & Rewards Program


👥 Audience: Therapists, Admins
 🛠️ Steps to Access: A feature flag referrals is required to access this feature.
 📢 What's new?: Referrals: Ambiki is releasing a new way of sharing Ambiki with your friends and colleagues. Love Ambiki? Share it with your colleagues, and we'll REWARD YOU BOTH. When someone signs up using your personal referral link and subscribes, you earn free months of Teletherapy or Tenalog credits, and they get a welcome bonus too(2 free months of Teletherapy and 20 Tenalog Credits for the person who sent the invite). The more colleagues you refer, the bigger your rewards grow. Track everything from your referrals dashboard, where you also have the option to send invites directly to your friends' emails or to share on social media, and watch your earnings automatically discount your monthly bill. It's our way of saying thank you for spreading the word!


Thank you for choosing Ambiki.