We’ve updated our Tdap recommendation logic to better support the CDC catch-up schedule.

For patients age 7 or older with fewer than four valid DTaP doses, the Tdap Recommended Age is now set to age 7. When four or more DTaP doses are documented, the recommendation evaluates the age at which those doses were administered—including whether the fourth dose was given at age 4 or older—to determine the appropriate Tdap timing.

This update provides more accurate recommendations for patients with incomplete or delayed DTaP vaccination histories.

The Patients with Visit Due module has been enhanced to include patients who need an appointment booked with the practice but are not yet considered non-compliant. This allows users to proactively identify and manage patients who will be due for a visit within a specified future timeframe.

See Feature Brief

Department color-coding is now available in Schedule Settings Admin.

Use Department Color Settings to assign colors to department labels in schedule views. This helps staff quickly identify locations and see which department a provider is working in.

TriMed has dded a Preview option that allows staff to view a blank/static version of patient forms and distributed documents in a new browser tab before sending or publishing them across various EHR pages. 

The Disposition feature is now available for Patient Notes.

To update a Patient Note’s Disposition, open the note and select the Info tab. 

The selected Disposition appears in both the Chart Tree and the Chart Items widget.

The Check-In feature now allows practices to require patients to acknowledge an important message during the check-in process.

Admin Setup

A new Patient Acknowledgement Alert section is available in Check-In Admin. Practices can:

• Select where the acknowledgement page appears in the check-in process.
• Enter the message patients must acknowledge.

Patient Experience

During check-in, the patient sees a separate acknowledgement page displaying the practice’s message. The patient must turn on the acknowledgement toggle before the Next button becomes available.

The patient’s acknowledgement is recorded in the Check-In details in the EHR.

We’ve enhanced guarantor information management by adding support for documenting the relationship between the guarantor and the patient. This update provides greater visibility into the connection between the responsible party and the patient, helping practices maintain more complete demographic and billing records.

The enhancement also improves tracking and auditing of guarantor-related information, ensuring relationship details are captured consistently within the patient record. By providing clearer visibility into guarantor relationships, practices can better support registration, billing, and communication workflows while maintaining accurate patient account information.

We’ve introduced the Newborn Tracking Module to help practices manage follow-up for newborn patients whose insurance information has not yet been provided. This enhancement gives staff a centralized way to track outstanding insurance needs, helping teams stay organized while supporting timely outreach to families.

The module also provides tools to document follow-up activity, including space for staff notes and options to send messages as part of the workflow. By bringing these tasks into one place, the Newborn Tracking Module helps practices improve visibility, streamline communication, and support more efficient insurance follow-up for newborn patients.

Feature Brief

We’ve introduced Decision Tree to help guide staff through patient phone calls using structured questions and response-based outcomes. This feature allows users to document triage details while presenting specific guidance based on the answers provided, helping staff quickly identify appropriate next steps during the call.

By using configurable questions and flags, Phone Triage Notes supports more consistent handling of common call scenarios, such as nurse triage or symptom-related patient concerns. This enhancement helps improve communication, supports faster decision-making, and gives staff a clearer workflow for documenting and responding to patient calls.

Feature Brief

We’ve introduced a new scheduling enhancement that provides greater visibility into the billing and reconciliation status of appointments directly from the schedule view. A new global setting in System Setup > Indicate Appointments with Unreconciled Charges allows practices to visually track where appointments are within the billing workflow using color-coded status indicators.

When enabled, appointment colors will update based on billing activity. A custom color, such as light yellow, indicates no Superbill has been created; another custom color, like light blue, could indicate a Superbill exists but charges have not yet been posted; and grey indicates charges have been posted or the appointment has been manually reconciled. When the setting is disabled, the system follows the standard workflow where appointments marked as 'Kept' immediately display in grey. This enhancement helps practices more easily identify appointments that may still require billing follow-up while improving visibility into reconciliation activity throughout the day.

Feature Brief