We’ve introduced three new icons on the EHR Check-In, Check-Out, and Appointment Prep Activity pages to clearly show how a patient’s arrival was recorded. These visual indicators make it easier for users to quickly identify the check-in source for each appointment.

Tablet Icon – Arrival recorded by the patient using Arrival Link feature on the kiosk

Person Icon – Arrival recorded manually by an EHR user

Car Icon – Arrival recorded by the patient via practice-initiated check-in or via Booking URL check-in.

Appointment: New filters for Disposition, Superbill Status, and Booked By have been added.

Document: New filters have been added for Signed Status, Created By, Document Type, Patient eSign Status, and ICD Codes.

Insurance Card: New filters have been added for Signed Status, Created By and ICD Codes. 

Order: New filters have been added for Signed Status, Created By, Order Set, Order Status and ICD Codes. 

Patient Forms: New filters have been added for Signed Status, Packet, and Created By. 

Quick Note: New filters have been added for Signed Status, Created By and Type (Quick Nots, Advanced Msg - Incoming and Advance Msg - Outgoing). 

Referrals: New filters have been added for Created By, Auth Status, Response Status and ICD Codes. 

Work Order: New filters have been added for Created By, Disposition and Assignment. 

We’ve rolled out several improvements to the Chart Find module, including new search filters, ICD code search support, refreshed labels, and multiple usability fixes across various chart item types.

Deceased Filter

ICD Codes Filter: This filter allows users to enter multiple ICD codes separated by commas and supports partial-code searching. Each code must include at least three characters—for example, E11 and J45 are valid, while E1 and J4 are not.

Created By Filter for Chart Item Type = ALL: The filter defaults to Any, and the dropdown displays all users in FirstName LastName format, sorted alphabetically.

The Facesheet form, previously only available during Check-In, can now be sent to patients through additional areas. This allows patients to update their demographic information outside of an appointment and have it automatically uploaded to their chart.

1. Portal Notifications: A new hardcoded option labeled Facesheet has been added to the Patient Form dropdown. This allows practices to send the Facesheet at any time.  

2. New Appointment Form: Facesheet is now included at the top of the Patient Forms list when creating a new appointment form. Selecting it will load the Facesheet in the TriMed Forms app for completion.  

3. Spanish Auto-Send (If Enabled): If the practice has the Spanish Facesheet setting turned on, the Spanish version will be sent automatically based on the patient’s language.  

Users will now see a brand-new Patient Code filter on the Locate Patient tab, making it even easier to find the exact patient you’re looking for.

We’ve added a new search field to the Activity pages!

You can now quickly filter the list by entering a patient’s first or last name in the search bar on the left.

The Portal Messaging feature in TriMed Bridge allows practices to send secure messages to patients via SMS, even if the patient does not have a portal account. Each SMS includes a short URL that lets the patient access the Bridge app to view and reply to the message without needing to log into the portal. For security, the link automatically expires after a configurable number of days.

See Feature Brief

This feature is designed to help medical practices more effectively track and manage patient ‘No Shows’. By offering tools to report on missed appointments and send timely communications, this feature enables practices to enforce their no-show policies, reduce the number of missed appointments, and make informed decisions about whether to continue or terminate care based on a patient’s attendance history.

See Feature Brief

The Availability feature that previously existed only in Practice Management (PM) is now available in the EHR Schedule.

When an appointment slot has restricted availability (e.g., 2 Weeks Prior, 1 Day Prior), the same availability label displayed in PM will now also appear in EHR schedule views. This provides consistent visibility into when a slot becomes bookable, helping users avoid scheduling before the slot opens.

Note: The availability label is informational only and does not restrict booking patient appointments.

A new enhancement allows practices using Family Systems to easily apply “May Text” updates across siblings.

When the May Text field is changed from No Text or Patient to Guarantor on a patient’s record, a pop-up now appears giving users the option to:

Update All — apply the same “May Text” value to all siblings under the same guarantor.

Only This Patient — apply the change only to the selected patient.

This improvement streamlines updates for families and ensures communication preferences stay consistent across related patient records.

Exceptions: The pop-up does not appear if siblings already have “May Text = Guarantor”