Ambiki Release Note: Stability Update: Caseload Display & Invoice Generation
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Samuel Okoth 6 days ago
Date: 08/28/2025
Summary by Persona (Grouped by Role)
π©ββοΈ Clinicians / Therapists
- Patients added to a caseload from the patient profile now appear correctly in caseload views (8/22β8/27 window affected previously).
- No direct action needed on invoice generation; fewer delays reaching you from admin side.
π§βπΌ Admins
- Caseload lists now reflect profile assignments reliably for patients added via the profile page.
-
Awaiting Delay treatment reports with past processing dates can now generate invoices (when not already created).
π³ Billers / Guardians
- Indirect benefit: accurate caseloads and unblocked invoice generation reduce downstream billing hiccups.
π οΈ Fix: Patients Assigned from Profile Now Appear in Caseloads
π₯ Audience: All
Β π Date range affected: 8/22-8/27
Β β Issue: Patients added to a caseload using the new option in the patient profile did not appear when viewing the caseload, even though the patient was listed as part of that caseload in their profile.
Β β Action Steps: No action is needed - patients now display correctly in caseloads.
Β π Date range affected: 8/22-8/27
Β β Issue: Patients added to a caseload using the new option in the patient profile did not appear when viewing the caseload, even though the patient was listed as part of that caseload in their profile.
Β β Action Steps: No action is needed - patients now display correctly in caseloads.
π οΈ Fix: Generate Invoices for βAwaiting Delayβ Treatment Reports
Β π₯ Audience: Admins
Β β Issue: Treatment reports in Awaiting Delay status, where the processing date had already passed, were stuck and could not generate invoices if they had not already been created.
Β β Action Steps: Users with treatment reports in Awaiting Delay status that still require invoices can now generate them (as long as invoices have not already been generated).
Thank you for choosing Ambiki.
Β β Issue: Treatment reports in Awaiting Delay status, where the processing date had already passed, were stuck and could not generate invoices if they had not already been created.
Β β Action Steps: Users with treatment reports in Awaiting Delay status that still require invoices can now generate them (as long as invoices have not already been generated).
Thank you for choosing Ambiki.