How LocalScribe Works with Ambiki

If you use Ambiki, LocalScribe usually works best when it mirrors the structure you already document in there. Ambiki is built for pediatric OT, PT, and SLP, and its EMR centers visit notes, evaluations, plan of care, custom forms, patient-portal documents, and school-linked workflows. That makes it mostly a LocalScribe custom-template platform rather than a generic note-writing fit.

The main setup choice

Ambiki already uses premade templates plus a Custom Form Builder for evaluations and intake or onboarding documents. That builder includes headers, tables, default text, check boxes, dropdowns, and other structured elements, and practices can set evaluation templates for use across the organization. Because of that, the safest setup is usually to build a LocalScribe custom template that uses the same headers, same order, and, when needed, the same nested subheaders as your Ambiki workflow.

Visit notes

For basic visit notes, a built-in LocalScribe SOAP-style template may be enough. Ambiki’s visit-note workflow already supports skilled interventions, structured objective and trial data extraction, quick phrases, and direct visibility of the client’s current goals and plan of care from the same page. That means simple users can start with SOAP, but many clinics will get a better fit from a custom LocalScribe visit-note template that matches their actual Ambiki structure.

These custom-template examples show the section headers and the instructions you would give the model for each section.

A practical visit-note template in LocalScribe might use:

Subjective: Include the patient or caregiver report, current concerns, changes since the last visit, and relevant carryover.

Objective: Document skilled interventions, observable performance, trial data, cueing level, and measurable treatment response.

Assessment: Summarize clinical interpretation of the session, progress, barriers, and skilled reasoning.

Plan: State the next treatment focus, home carryover, and any needed follow-up.

Evaluations

Evaluations are a stronger custom-template category. Ambiki supports premade evaluation templates and also lets practices create their own evaluation templates for practice-wide use through the Custom Form Builder. That makes it a good fit for a LocalScribe custom evaluation template that mirrors the structure your team already uses.

A practical evaluation template in LocalScribe might use:

Referral and reason for evaluation: State the referral concern, diagnosis context, and purpose of the evaluation.

Background and history: Include relevant medical, developmental, educational, therapy, and family history.

Standardized tests and clinical findings: Document test results, scores, observations, and other structured assessment findings.

Functional performance: Summarize strengths, deficits, participation concerns, and real-world functional impact.

Clinical assessment: Interpret the findings, identify priority needs, and describe clinical significance.

Recommendations and next steps: Document treatment recommendations, frequency, goals, and follow-up.

Plan of care

Plan of care is clearly a custom-template category in Ambiki. The platform has a dedicated POC workflow tied to goals, and the visit-note page keeps current goals and plan of care visible during documentation. That is a strong reason to build a LocalScribe template that matches how your clinic organizes goals, baseline information, and treatment planning.

A practical plan-of-care template in LocalScribe might use:

Problem areas: State the main deficits, impairments, or treatment targets.

Goals: Write clear, measurable short- and long-term goals in discipline-appropriate language.

Baseline and current status: Document the starting point and current functioning relevant to each goal.

Interventions: Describe the planned skilled interventions and therapeutic approach.

Frequency and review plan: State expected service frequency, duration, and review timing.

Intake and onboarding

Intake is another strong custom-template category. Ambiki’s Custom Form Builder is also used for intake and onboarding documents, and those forms flow through the patient portal. If you want the resulting narrative to line up with the structure you actually collect from families, it makes more sense to mirror that intake structure in LocalScribe than to rely on a generic intake note.

A practical intake template in LocalScribe might use:

Presenting concern: Summarize why the child is being referred and the main concerns being reported.

Relevant history: Include medical, developmental, educational, therapy, and family history relevant to care.

Current functioning: Describe participation, daily-life function, school or home concerns, and caregiver observations.

Intake forms and key findings: Summarize the most important intake responses, screeners, or uploaded materials.

Initial impression and next steps: Summarize the early clinical picture and recommended next steps.

School-based workflows

Ambiki is also notable for school-linked workflows. Its EMR includes a School Plans area and patient-profile tools tied to alerts, uploaded documents, and pacing or deadline awareness. That makes Ambiki especially relevant for school-based pediatric therapy and for summary workflows built around IEPs, 504s, mandates, or related school documents. In those cases, a LocalScribe custom template is usually the better fit.

A practical school-summary template in LocalScribe might use:

School plan context: Summarize the relevant school document, service context, or mandate being addressed.

Current goals and supports: List the therapy-related goals, accommodations, or service expectations currently in place.

Progress and concerns: Summarize observed progress, barriers, and important school-related concerns.

Recommendations or next steps: Document follow-up needs, coordination items, and clinically relevant next actions.

PT, OT, and SLP variation

This matters a lot in Ambiki because the platform is built around pediatric OT, PT, and SLP workflows rather than one universal therapy note. Once you move into discipline-specific evaluations, school-linked documentation, or measure-based planning, template shape is only part of the setup. The draft also needs to reflect the right specialty language, tests, and clinical phrasing. That is where LocalScribe’s custom terminology and test-reference tools become especially useful.

What to put into LocalScribe

Use the same source material you would normally rely on while writing manually. That can include typed shorthand, pasted text, dictation, ambient or session recording, and attachments such as intake paperwork, prior evaluations, screeners, standardized-test results, IEPs or 504s, referrals, and other source documents, plus clinician observations not captured elsewhere. LocalScribe is built to turn that source material into a structured draft.

Bottom line

For Ambiki, the default recommendation is usually to use LocalScribe custom templates for evaluations, plan of care, intake, and school-linked workflows. Built-in SOAP-style LocalScribe templates are most useful when the Ambiki documentation structure is relatively simple.