Ambiki FAQ

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How Do I Use the Comment Section to Leave Comments and Tag Teammates Internally?

In Ambiki, all clinical documents contain a Comments section where a user is able to make comments internally on the document (not appearing on the note itself). Users can also tag other teammates,...

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How to Add a Referral to Ambiki

How to Add a Referral to Ambiki Go the patient's profile that you want to add the referral for.  Click Actions > Edit from the top left. Select Referrals on the left side.    Add information ...

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How to Batch Download and Print Patient's Documents: A Step-By-Step Guide

How to batch download and print patient's documents: A step-by-step guide  To batch download and print patient documents, ensure you are signed in to Ambiki and on the main dashboard:  1. On the l...

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Who Gets Patient Portal Emails?

To receive patient portal emails, emails must be listed as 'Legal Guardians'  1. To add a legal guardian, go to the patient's profile, hit Actions -> Edit  2. Go to the Contact Info section 3. Clic...

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How Do I Automatically Populate a Patient Profile From Intake Documents

How do I automatically populate a patient profile from Intake Documents    Ambiki allows patient profile data to be automatically imported from custom form intake documents. When an admin is creat...

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How Do I Create a General Note For a Patient

How do I create a general note for a patient    General notes in Ambiki are used to provide flexibility for capturing a wide range of patient-related information, from updates to observations.   H...

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How Do I Use the 'Important Notes Field' In the Patient Profile

How Do I Use the 'Important Notes Field' in the Patient Profile    To use the notes field for a patient, ensure you are signed in to Ambiki and on the main dashboard:   1. On the left navigation, ...

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Populate Visit Notes to the Patient Portal

How do I populate Visit Notes to the Patient Portal?  To populate visit notes to the patient portal, ensure you are signed in to Ambiki and on the main dashboard: 1. On the left navigation, click ...

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Create a Patient Profile

How to create a Patient Profile on Ambiki  To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left navigation, click on ‘Patients’.      [Clicki...

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Upload Patients In Bulk

How do I upload patients in bulk?  To create a patient profile, ensure you are signed in to Ambiki and on the main dashboard:  1. On the left navigation, click on ‘Patients’.   [Clicking on 'Pati...

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