A new Referral Appt Date field has been added to the Referral chart item.

New options for No Show Correspondence and Visits Due Correspondence have been added under Inquiry > Communications.

The communications grid displays the date and time of the communication, communication type (Email, Text, or Portal Message), message content, recipient (email address, phone number, or Portal Manager), the staff user who sent the communication, and whether the message failed to send for any reason.

Double-clicking a row opens the message details. If a communication was sent via both email and text, double-clicking the row displays the email message only.

A new 'Disposition' feature has been added to Quick Notes to improve visibility and tracking.

This new feature addresses situations where Quick Notes remain open while users wait for follow-ups or additional information. By providing clearer status handling, it helps reduce confusion, allows users to quickly understand the current state at a glance, and improves overall workflow efficiency.

Admin

TriMed has introduced a new Lookup List Item page named 'Quick Note Disposition.' Users can access this page by going to Admin > System Setup > Lookup Lists and selecting Quick Note Disposition.

Item: Enter the name of the Quick Note Disposition item.

Desc: Enter the description of the Quick Note Disposition item. 

Active: Check the box to indicate that the Quick Note Disposition item is active.

All Quick Note Disposition items are displayed in the left-side grid.

Feature

When a new Quick Note chart item is created on a patient’s chart, the 'Set Disposition' field is displayed directly on the Quick Note. All active items from the Quick Note Disposition lookup list appear in the dropdown, along with 'Custom' and 'Clear' options. When users select 'Custom,' an additional text box will appear next to the field, allowing a custom disposition to be entered.

When a disposition is selected and saved, the disposition value and selected date/time are displayed next to the 'Set Disposition' field. The update is also reflected in the chart tree and the Chart Items widget. 

When users select 'Clear' in Set Disposition and save the Quick Note, the disposition value and associated date/time are removed from the chart item, and the update is reflected in both the chart tree and the Chart Items widget.

Beginning in 2026, providers can bill for vaccine counseling even when no immunization is administered, using new CPT codes 90482–90484 based on time spent counseling. 

To support this change, TriMed is introducing a new 'Counseling' option to the Immunization screen.

See Feature Brief

Beginning in 2026, providers can bill for vaccine counseling even when no immunization is administered, using new CPT codes 90482–90484 based on time spent counseling. 

AAP News: New codes pave the way for payment for immunization counseling when vaccines aren’t administered.

To support this change, TriMed is introducing a new 'Counseling' option to the Immunization screen.

This enhancement adds a dedicated 'Counseling' tab where providers can document standalone immunization counseling, select standardized counseling scenarios, capture required ICD-10 codes (including Z71.85 and applicable Z28 “immunization not carried out” reasons), and automatically generate billing on the Superbill. The workflow is designed to align with 2026 coding and documentation guidelines, including support for modifier -25 when counseling is billed alongside an E/M visit.

This feature will help practices accurately document counseling conversations, streamline billing, and ensure compliance with upcoming immunization counseling reimbursement rules.

Pharmacy refill requests assigned to a provider can be reviewed and handled by an alternate responding provider within the EHR. This facilitates processing refill requests by a different provider when necessary. The responding provider can be designated in either of the following ways:

Home Page: Add Responding Provider

Within the Rx Refill Reqs tab or the Rx Refill Requests home page widget, users will select multiple pharmacy refill requests and click 'Add Responding Provider.' The 'Responding Provider' window appears, allowing users to choose a provider from the dropdown and click the checkmark to save the selection. 

Chart Item: Add Responding Provider

The refill request provider is set by default on the pharmacy refill request chart item. Users can select an appropriate Responding Provider from the dropdown and click 'Update' to save the change.

For non-EPCS medication refill requests, all clinical EHR providers are available in the 'Responding Provider' dropdown. For EPCS medication refill requests, only clinical EHR providers with an EPCS identity are listed in the dropdown.

To help practices manage high volumes of refill requests more efficiently, a new option is available to bulk approve or deny non-EPCS refill requests directly from the EHR.

Once the global setting 'Enable Bulk Approve and Deny for Rx Refills' is enabled, users can select multiple non-EPCS pharmacy and patient portal refill requests on the 'Review' page or related widgets and process them in bulk using 'Approve' or 'Deny' actions.

Bulk processing is not available for EPCS medications. Therefore, the checkbox for EPCS refill requests is disabled to ensure compliance.

Bulk Approve

When refill requests are selected, and users click 'Approve,' the system approves the requests, sends the refill prescriptions to the pharmacy, and refreshes the grid to display remaining pending refill requests. Patients are also automatically notified by text message when their refill request is approved.

Bulk Deny

When refill requests are selected, and users click 'Deny,' a 'Bulk Deny' window opens, allowing users to choose a denial reason. Once completed, the requests are denied, and the grid refreshes to show the updated list and the total number of pending refill requests. For portal refill request denials, patients are notified by a portal email. When refill requests are selected and ‘Deny’ is clicked, the denial action is initiated. The 'Bulk Deny' window appears, allowing users to select a denial reason. Then the Denial action completes, listing the pending refill requests with the updated count. For portal refill request denials, we send a portal notification email. 

Show Processing

When 'Bulk Approve' or 'Bulk Deny' is performed with 'Show Processing' enabled, users can visually track the processing status of the selected refill requests. While processing is in progress, the selection checkboxes for those records are disabled.

When processing is complete, users can click the refresh icon next to the 'Show Processing' label to update the grid and confirm.

The Forward eSend to New Pharmacy feature allows users to quickly redirect an electronic prescription when a pharmacy change is requested within 72 hours of the original eSend.

When a provider has already issued a prescription and a new pharmacy is needed, users can select 'Forward eSend to New Pharmacy' from the eSend options. The system automatically sends a cancel eRx request to the original pharmacy and moves the original medication to 'History.'

The 'Process Prescriptions' window opens with all medication details pre-filled, allowing users to select a new pharmacy, review the prescription information, and confirm the eSend—saving time and ensuring accuracy.

Some patients prefer not to have their data shared with registries or other third parties with which a practice may participate. To support this, a new option, 'Never include in Data Export,' has been added to Patient Registration.

When selected, the patient’s data will be excluded from third-party data exports. This setting is also visible in the patient chart under the 'Demog-OtherInfo' widget, making it easy for staff to view a patient’s data-sharing preference.

A 'Sort Order' option has been added to Admin > Document Manager > DM Template screen.

Clicking 'Sort Order' opens the 'Document Manager Template Sort Order' window, where all templates appear in ascending order by default. Users can easily move templates up or down using the arrows, then click 'Save' to keep the new order.

Templates are now displayed according to the admin-defined sort order on the Upload Document, Saved Document Chart Item, and DM Web Preview pages.