Ambiki Release Note: Smarter Service Billing, Facility Invoice Controls, Service Log Updates and More
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 1 day ago
Date: 05/05/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Group session billing now only includes patients marked Present or not yet marked, reducing cleanup when billing from the schedule.
- Service logs are easier to access from visit notes, including a new icon to collect authorized signatures directly from the note.
- Calendar pages now load correctly for users with makeup visits scheduled.
🧑💼 Admins
- Insurance companies can now support different Box 33 billing provider identities by discipline.
- Service logs can be enabled for all patients from Patient Management, and patient portal emails for service logs can be disabled if needed.
- Facility invoice generation now supports therapist filtering and service selection before creating the invoice.
- Submitted claim files are protected from losing their submission status during treatment report reloads.
💳 Billers / Guardians
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Billers: More precise facility invoice generation, safer claim file status handling, and discipline-specific Box 33 settings improve billing control.
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Guardians/Patients: No direct action needed, but service log and billing workflows are more reliable.
🚀 Polish - Bill service from group sessions includes only present or unmarked patients
👥 Audience: Therapists, Admins (anyone who bills services from the schedule)
🛠️ Steps to Access: No setup required — applies wherever the Bill service link appears on a scheduled event.
📢 What's new?: When billing a service directly from a scheduled group session, only patients who were marked Present (or whose attendance has not yet been marked) are added to the new bill. You can still add others back manually if needed.
🛠️ Steps to Access: No setup required — applies wherever the Bill service link appears on a scheduled event.
📢 What's new?: When billing a service directly from a scheduled group session, only patients who were marked Present (or whose attendance has not yet been marked) are added to the new bill. You can still add others back manually if needed.
🛠️ Fix - Claim files retain submission status after treatment report reload
👥 Audience: Billing Admins
❗ Issue: We fixed an issue where claim files could lose their submission status after reloading a treatment report.
✅ Action Steps: No action needed. Claim files that have already been submitted are now protected from being overwritten by a treatment report reload.
❗ Issue: We fixed an issue where claim files could lose their submission status after reloading a treatment report.
✅ Action Steps: No action needed. Claim files that have already been submitted are now protected from being overwritten by a treatment report reload.
🚀 New Feature - Override Box 33 billing provider identity by discipline
👥 Audience: Admins
🛠️ Steps to Access: On the insurance company settings page, expand the new "Override billing provider identity per discipline (optional)" section. (If you don't see this option, please contact Support for access to this feature)
📢 What's new?: When configuring an insurance company, you can now choose a different billing provider identity for box 33 for each discipline you practice. For example, you can bill speech therapy under the rendering provider while occupational therapy continues to use the organization billing provider. Disciplines you don't configure will use the existing default.
🛠️ Steps to Access: On the insurance company settings page, expand the new "Override billing provider identity per discipline (optional)" section. (If you don't see this option, please contact Support for access to this feature)
📢 What's new?: When configuring an insurance company, you can now choose a different billing provider identity for box 33 for each discipline you practice. For example, you can bill speech therapy under the rendering provider while occupational therapy continues to use the organization billing provider. Disciplines you don't configure will use the existing default.
🛠️ Fix - Calendar loads correctly for users with makeup visits
👥 Audience: All
❗ Issue: We fixed an issue where the calendar page would fail to load for users who had makeup visits scheduled.
✅ Action Steps: No action needed.
❗ Issue: We fixed an issue where the calendar page would fail to load for users who had makeup visits scheduled.
✅ Action Steps: No action needed.
🚀 New Feature - Service log updates for signatures, patient enablement, and portal emails
👥 Audience: Admins and therapists with service logs enabled for organization
🛠️ Steps to Access: Service logs must be enabled for the organization.
📢 What's new?: 3 updates to the service log feature. 1. A new icon has been added to the visit note preview page to enable therapists to click the icon and collect authorized signatures directly from the note. 2. Admins can now turn on service logs for all patients on the Patient Management tab. 3 Patient portal emails can now be disabled for your organization. You can disable in Service logs > Settings or in the EMR settings.
🛠️ Steps to Access: Service logs must be enabled for the organization.
📢 What's new?: 3 updates to the service log feature. 1. A new icon has been added to the visit note preview page to enable therapists to click the icon and collect authorized signatures directly from the note. 2. Admins can now turn on service logs for all patients on the Patient Management tab. 3 Patient portal emails can now be disabled for your organization. You can disable in Service logs > Settings or in the EMR settings.
🚀 New Feature - Filter and select services when generating facility invoices
👥 Audience: Admins and billing managers who generate facility invoices
🛠️ Steps to Access: Requires the existing facility billing permission and Professional Plan — no new permission or feature flag.
📢 What's new?: When generating a facility invoice you can now filter by therapist in addition to date and facility, and on the preview screen you can check or uncheck individual services before clicking "Create invoice". This makes it easy to build invoices that line up with how your billing partner expects to receive them.
🛠️ Steps to Access: Requires the existing facility billing permission and Professional Plan — no new permission or feature flag.
📢 What's new?: When generating a facility invoice you can now filter by therapist in addition to date and facility, and on the preview screen you can check or uncheck individual services before clicking "Create invoice". This makes it easy to build invoices that line up with how your billing partner expects to receive them.
🛠️ Fix - Prevent duplicate facility invoice success message when no invoice is created
👥 Audience: Admins and billing managers who generate facility invoices
❗ Issue: When creating the same facility invoice twice in a row (for example after navigating back in the browser), the second attempt could show a success message even though no invoice was created.
✅ Action Steps: None.
Thank you for choosing Ambiki.
❗ Issue: When creating the same facility invoice twice in a row (for example after navigating back in the browser), the second attempt could show a success message even though no invoice was created.
✅ Action Steps: None.
Thank you for choosing Ambiki.