Ambiki EMR User Guide

EMR Overview

Ambiki EMR Overview

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Organization Setup

Business Associate Agreement (BAA)	View
Update your Organization Details and Settings	Sign up
Add Facilities, Schools, & Locations to Your Practice	View
Set up Faxing	View
Set up Billing Provider and Default Service Rates	View
Set up Insurance Companies	View
Set up Service Rates or Pay Rates	View

Billing and Payments

Add a Patient's Payment Method	View
What is a Treatment Report	View
Create an Invoice from a Treatment Report	View
Bill an Insurance Claim for a Session	View
Generate a Superbill	View
Set up a Private Pay Source	View
Bill Private, Insurance & Combination pay	View
Record a Payment on a Claim or Outstanding Invoice	View
Generate a Facility Invoice	View
Log a Facility Invoice for Treatments in a Facility	View

Faxing

Manage Incoming Faxes	View
Create and Fax a Physician Order	View
Fax my own PDF Document	View

Teammate Management

Add Subscriptions to my Organization	View
Invite and add Teammates to an Organization	View
Remove All Permissions From a Teammate	View
Create a New Permission Group	View
Add Permissions to Teammates	View
Set up Organization Payroll Periods	View
View or Export a Payroll Reports	View
Add Comments & Tag Teammates on Documents	View

Personal Profile

Set up your Personal Profile	View
Manage your Personal User Settings	View
Add your Signature and NPI number	View
Add Supervisors and Supervisees	View

Patient Management

Patient Profile

Upload Patients in Bulk	View
Create a Patient Profile	View
Add a Referral	View
Add Insurance Authorizations	View
Access the Practice Directory	View

Patient Portal

Send Patient Portal Links to Patients	View
Populate Visit Notes to the Patient Portal	View
Add an Intake Document to the Patient Portal	View
Send Clinical Documentation to the Patient Portal	View
Add an Intake Document to the Patient Portal	View
Patient Portal Troubleshooting	View

Alerts

What is special about Alerts	View
Create Alerts	View

Communications

What is special about the Communication Log

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Scheduling

Schedule

What is special about the Schedule	View
Schedule a single or recurring event	View
Set and Verify Attendance	View

Caseloads

Create a Caseload	View
Edit, print or delete a Caseload	View

Pacing™

What is special about Pacing	View
Set up Pacing	View

Clinical Documentation

Create an Evaluation	View
Upload an Existing Files to Ambiki	View
Create a Plan of Care	View
Set a Max Plan of Care Duration	View
Create a Visit Note	View
Populate Visit Notes to the Patient Portal	View
Set my Preferred Visit Note Type	View
Create a School Plan	View
Create a Discharge	View
View all Incomplete Documentation	View

Progress Tracking

What is special about Progress Tracking	View
How to use Progress Tracking	View
Progress Tracking: Goals Vs. Therapy Activities Vs. Trials	View

Goal Bank

What is Special about the Goal Bank

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Session Planning

What is Special about Session Planning	View
Create a Session Plan	View

Teletherapy

Teletherapy User Guide

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Troubleshooting

Supported Internet Browsers	View
Check & Update your Browser	View