Ambiki Release Note: Secure Messaging, Extended Documentation Window, Customizable Dashboard, Smarter Calendar, and Invoice Fixes

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Samuel Okoth avatar

Samuel Okoth 3 days ago

Date: 04/01/2025

New Feature: Secure Patient Messaging
Therapists can now securely message patients, legal guardians directly through Ambiki and the Ambiki Patient Portal. This new feature removes the need for external secure email tools and ensures all PHI remains within Ambiki’s HIPAA-compliant environment. Messages can include attachments, enhancing both the efficiency and security of therapist-parent communication. When a new message is sent, patients receive an email notification with a secure link to view the message within the Ambiki Patient Portal. 

  • Audience: All users

  • Steps to Access:

    1. Go to a patient’s profile and select Communication.

    2. Check your Home Dashboard under “Recent incoming patient messages” for the latest communications.

  • Permissions:

    • A new “Manage patient messages” permission is enabled by default for Therapist and Admin groups.

    • If using custom permission groups, add the permission manually.

    • Parents/legal guardians can send/receive messages via the Patient Portal without special permissions.




Fix: “Events Missing Documentation” Dashboard
The "Events Missing Documentation" dashboard now correctly shows events from the stated time period. 

  • Audience: All users who access the “Events Missing Documentation” dashboard on the logged-in homepage

  • Date Range Affected: Prior to March 31

  • Issue: The dashboard showed events older than 2 weeks for some users (especially recurring events), which conflicted with the dashboard's intended messaging.

  • Action Steps: None (fixed automatically).




Improvement: The "Events Missing Documentation" period has been extended from 2 weeks to 1 month

  • Audience: All users who access the "Events Missing Documentation" dashboard 

  • Action steps: None. You’ll now see any events missing documentation going back 1 month. 




New Feature: Customizable Homepage Dashboard Modules
You can now customize your homepage dashboard by choosing which modules you want to see. 

  • Audience: All users

  • Steps to Access:

    1. Click your profile icon → User settings → Dashboard settings.

    2. Select or deselect the modules you want to see.

    3. Click Save preferences.

  • Action Steps: None (feature is available automatically).




New Feature: Smarter Date Picker & Sidebar (Therapist Calendar, Schedule v2)

  • Audience: Therapists using the calendar view

  • Steps to Access:

    1. Navigate to your Therapist View calendar.

    2. Click the calendar icon near the date navigation area to open a visual date picker.

    3. In Month View, clicking a date also opens the right panel for quick editing.

    4. The sidebar remains open and updates automatically as you switch dates.

  • Action Steps: None (changes currently apply only to Therapist View; Admin View updates will come later).




Fix: Faulty Payment Line Item Totals on Private Pay Invoices

We corrected an issue where some private pay patient invoices displayed incorrect payment line item totals, ensuring more accurate billing. 




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