Ambiki Release Note: Simplified Billing Menu (Switchable Views)

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Samuel Okoth avatar

Samuel Okoth 1 day ago

Date: 09/15/2025

Summary by Persona (Grouped by Role)


πŸ‘©β€βš•οΈ Clinicians / Therapists

  • No direct impact; billing navigation options are primarily for administrative/billing staff.


πŸ§‘β€πŸ’Ό Admins

  • New toggle to switch between Advanced (default) and Simplified billing views. Simplified view streamlines workflows for smaller practices; Advanced view remains best for complex needs.


πŸ’³ Billers / Guardians

  • Billing staff in smaller practices can opt into a Simplified view for faster, cleaner day-to-day tasks; larger teams should stay on Advanced.

πŸš€ New Feature - Simplified billing menu

Β πŸ‘₯ Audience: Admins
Β πŸ› οΈ Steps to Access: Click on 'Billing' on the left menu. Switch to 'simplified view'.
Β πŸ“’ What's new?: We’ve added a new user setting that allows you to switch between Advanced and Simplified views when clicking on "Billing" from the left navigation menu. For all current customers, the Advanced view will remain the default, so you won’t notice any immediate changes except for the new option to switch views at the top of the page.
Β The Simplified view was designed with smaller practices in mind (such as 1–2 person practices), where a streamlined workflow can make day-to-day tasks faster and easier. For larger practices with more complex billing needs, we recommend continuing to use the Advanced view for the best experience.

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