Ambiki Release Note: Teletherapy, Visit Note Templates, Progress Reports, Billing, and Appointment Reminder Fixes
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Samuel Okoth 5 days ago
Date: 11/04/2026
Summary by Persona (Grouped by Role)
👩⚕️ Clinicians / Therapists
- Therapists will benefit from faster progress report loading, more reliable appointment reminders, and corrected location handling in Teletherapy Front Desk. Custom form documents also now include additional disciplines configured for the practice.
🧑💼 Admins
- Admins can publish visit note templates without errors, assign plans to reactivated teammates, and benefit from improvements to appointment reminders and custom form discipline options.
💳 Billers / Guardians
- Billers: Patient ledgers that were left blank after rebuilding are now restored automatically.
- Guardians/Patients: Appointment reminders are more reliable, so an invalid phone number for one patient no longer prevents other patients in the same session from receiving reminders.
🛠️ Fix - Teletherapy Front Desk Preserves Appointment Locations
👥 Audience: Therapists and staff who use the Teletherapy Front Desk
📅 Date range affected: June 2025 until this release
❗ Issue: Editing one session of a repeating appointment from the Teletherapy Front Desk could remove the appointment's location.
✅ Action Steps: If a session edited from the Front Desk shows no location, open it from the calendar and choose its location again.
🛠️ Fix - Visit Note Templates Can Be Published Without Missing Time Fields
👥 Audience: Admins
❗ Issue: We fixed an issue that prevented some practices from publishing their own visit note templates. The template asked for session start and end time fields that were not available to add.
✅ Action Steps: None. Affected templates can now be published as they are.
🛠️ Fix - Faster Progress Report Loading
👥 Audience: Therapists
📅 Date range affected: Since goal progress began showing on new progress reports
❗ Issue: Starting a new progress report could take a long time to load for some patients. It now opens quickly.
✅ Action Steps: None.
🛠️ Fix - Patient Ledgers Rebuild Correctly
👥 Audience: Admins, Billing staff
❗ Issue: We fixed an issue where a patient's ledger could be left blank after it was rebuilt, with nothing on the ledger issues list to explain it.
✅ Action Steps: None. Affected ledgers are rebuilt automatically.
🛠️ Fix - Appointment Reminders Send Even When a Phone Number Is Invalid
👥 Audience: Therapists, Admins
📅 Date range affected: Appointment reminders sent before this release
❗ Issue: When one patient's phone number could not receive text messages, the appointment reminders for the other patients in that session were not sent either.
✅ Action Steps: No action needed. A phone number that cannot receive text messages now shows as "Undeliverable (text message)" on the patient's Communication tab. Open the entry to see the reason, then correct the number on the patient's record.
🛠️ Fix - Reactivated Teammates Appear in Manage User Plans
👥 Audience: Admins of invoiced practices
📅 Date range affected: N/A
❗ Issue: A teammate reactivated in a later billing month did not appear on Manage user plans, so they could not be given a plan.
✅ Action Steps: None.
🛠️ Fix - Additional Disciplines Available on Custom Form Documents
👥 Audience: Therapists and admins at practices that use the Other discipline (or another added discipline)
📅 Date range affected: Since visit notes moved to custom forms
❗ Issue: The discipline list on custom form documents did not include Other or other disciplines added for the practice.
✅ Action Steps: None. The added disciplines now appear in the discipline list for therapists who have them on their profile.
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