Password Options have been added to the EHR under Admin > Practice Admin > Roles. While these settings also exist in the PM, the EHR includes two additional options: “Require Both Upper and Lower Case” and “Require Special Characters".
A new checkbox option, “Allow deleting re-opened items,” is now available under Admin > Practice Admin > Practice Settings > Item Reopening.
When enabled, this setting allows users to delete re-opened chart items—including Orders, Results, Quick Notes, Patient Notes, Documents, and Prescriptions. These re-opened items will display a Delete button, enabling direct removal.
Clicking the Delete button prompts a confirmation popup where users must enter a reason for deletion.
Once the chart item is deleted, then the details of the staff and reason to delete the chart item is recorded in the ‘View Alter History’ page.
On the Appointment Prep page, users can now confirm appointments using the ‘Mark Confirmed’ button, or choose to cancel or reschedule appointments directly from the same screen.
A Department filter has been added to the Inbound SMS screen. Once selected, the system will retain the chosen department until the user selects a different one.
In many workflows, it’s useful for users to mark an immunization as Reviewed. For example, when multiple nurses support a provider, this feature helps indicate that a nurse is currently managing the immunization for the patient. Similarly, if clinical manager approval is needed before administration, the Reviewed status can be used to signal that step.
The Review action can be performed even if the immunization hasn’t been administered, and multiple reviews are allowed per immunization. When reviewed, the system displays the last reviewer’s name and timestamp in small italic text below the Initials field.
Additionally, The ‘Reviewed By’ label in the Ordered Immunizations widget displays the reviewer name of the immunization.
A new ‘Review Status’ filter option has been added to the Ordered Immunizations widget, allowing users to filter immunizations based on their review status. The dropdown includes three options: All (default), Reviewed, and Not Reviewed.
Chart Item History Icon
When the user clicks the Chart Item History icon, the Chart History popup opens with the ‘Audit Trail’ tab selected by default. The 'Review' and 'Portal' tabs are also displayed.
Audit Trail Tab: The Audit Trail tab displays a log of updates and changes made to the immunization item.
Portal Tab: The Portal tab captures portal notification activity.
Review Tab: The Review tab shows a log of immunization reviews, showing the Review DateTime and the Reviewed By information.
TriMed introduces the ability to quickly access a patient’s insurance card document directly from the Insurance Details page, streamline the process of adding an insurance card chart item from the same view, and provides a convenient option to mark insurance cards as inactive—enhancing overall usability and workflow efficiency.
A new ‘Ins Card’ column has been added next to ‘Ins Plan’ in the Patient Details > Insurance tab, visible only for active plans.
Insurance cards appear as hyperlinks in the format ‘Payor Type – Date’, ordered by Primary, Secondary, and Other. The date reflects the upload date, or creation date if unavailable. If multiple active cards exist at the same rank, all are displayed.
Clicking the insurance card hyperlink opens the ‘Insurance Card’ chart item, where users can mark the card as inactive or update the information.
Clicking an active insurance plan now reveals a new ‘Patient Active Insurance Cards’ section at the bottom right of the screen, displaying all active cards for the selected rank.
Users can quickly mark a card as inactive without opening the chart item—once marked, it is removed from the section.
The ‘Add New Ins Card’ button opens a new Insurance Card chart item where the user can upload a copy of the card or send a link to the patient to upload a copy of the card.
When payor and policyholder details are entered in the Insurance Card chart item, clicking ‘Insurance Details’ opens the Patient Details page. Now, when the patient’s relation to the policyholder is changed from ‘Self’ to ‘Child,’ ‘Spouse,’ or ‘Other,’ the Policy Holder Info auto-populates accordingly—previously, these values were not defaulted.
In the Assessment and Plan control, ICD codes are color-coded for clarity:
• Red (EN:) – Encounter ICDs
• Green (PL:) – Problem List ICDs
• Blue (CH:) – Charge History ICDs from the past year
Each code is prefixed accordingly to indicate its source.
TriMed is pleased to introduce the new Patient Message Sensor, enabling users to easily track the number of Patient-Originated Messages and/or Patient Replies they have received.
Providers frequently treat patients with specific conditions using a consistent set of prescriptions. To streamline this process, providers can now create Procedure Templates that bundle commonly prescribed medications and supplies—eliminating the need to enter each item individually.
A new 'Notes' field has been introduced in User Admin, allowing practices to document important user information, such as hire dates, managerial assignments, and other relevant details.
