The AI-Suggested Portal Replies feature streamlines patient communication by generating draft responses when users reply to inbound Advanced Patient Portal Messages. During the reply workflow, the system retrieves AI-generated response suggestions and presents them as editable options, enabling staff to quickly review, modify, and send replies while retaining control over the final message.

This feature is designed to reduce response time and improve patient communication through the portal. It is enabled in Standard Preferences in the Chart Menu under 'Enable Portal Reply AI.' For more information on enabling AI-Suggested Portal Replies, please contact TriMed Client Services to review pricing and activation options.

We’ve enhanced eligibility visibility in the EHR to provide clearer insight into insurance coverage and benefit details. This update introduces improved filtering capabilities, aligns more closely with PM workflows, and makes it easier for users to review and navigate eligibility information.

In addition, the insurance plan grid now highlights key indicators directly in the Eligibility Last Check and Eligibility Status columns. When attention is needed, these fields will appear in red, helping users quickly identify records that may require follow-up. Active coverage status is also included, giving users a more complete view at a glance. Together, these improvements support faster review, better visibility, and more efficient eligibility management.

We’ve enhanced the ability to share insurance information among family members by introducing a more flexible Copy Insurance workflow. Users can now copy insurance from one family member to another with greater control.

This improvement supports more accurate and efficient management of family insurance records, especially when updating or adding new plans. By enabling users to copy, this feature helps streamline workflows and maintain cleaner, more organized patient insurance data. This feature is found within patient details under the insurance tab labeled 'Copy Insurance.'

We’ve enhanced immunization documentation by adding structured diluent lot tracking for vaccines that require reconstitution prior to administration, such as MMR, Varicella, ProQuad, and ActHIB. This update introduces diluent lot tracking on the Lot Management screen and new diluent documentation fields on the Immunization Detail screen, providing clinical staff with a clearer, more consistent way to capture this information during vaccine administration.

By prompting users to document the specific diluent used, this enhancement supports more complete immunization records and improves traceability within the patient chart. The result is a more streamlined documentation workflow for vaccines that require reconstitution, while helping practices maintain thorough and organized vaccine administration records.

Feature Brief

TriMed introduces a new way to capture and display appointment-related comments to improve clarity and consistency across workflows.

A new Lookup List is available under Admin > Lookup List – Appointment Disposition Comment, allowing admins to define predefined comment options for appointments.

A Comments field has been added below the Status field on the Appointment Chart Item. This field is available for all appointment statuses, allowing users to enter free text or select from predefined comments.

Comments are now displayed alongside their corresponding appointment status in the chart tree, making it easier to review and understand the appointment context at a glance.

We’ve enhanced the appointment-booking experience to provide greater visibility into a provider’s full schedule during the booking process. Users can view both available and already-booked appointments directly on the booking search screen, eliminating the need to navigate away to check existing schedules.

This supports more informed scheduling decisions, especially for practices with specific workflows or rules around visit types. By having a complete view of the provider’s day in one place, staff can coordinate appointments more efficiently and streamline the booking process.

Patients can now add and manage their own contacts directly through the patient portal and registration link. This enhancement allows patients to enter relevant contact information in advance, reducing the need for staff to manually enter these details.

By shifting this step to the patient, practices can streamline front-office workflows and expedite the check-in process. This update improves efficiency while ensuring that contact information is captured accurately and conveniently.

TriMed Complete introduces a major new upgrade to appointment scheduling: Appointment Rules. This powerful feature allows practices to define and enforce appointment-scheduling rules that are often passed down through oral tradition or handwritten sticky notes on schedulers’ desks. With Appointment Rules, practices gain greater control over scheduling by provider and visit type, helping ensure appointments align with provider capabilities and operational preferences.

With Appointment Rules, users can define conditions that guide or restrict booking behavior, such as limiting certain visit types for specific providers or capping the number of appointments within a defined timeframe. When a rule is triggered, users can choose to display an informational message for staff or enforce a stricter restriction by preventing the appointment from being scheduled.

For example, a rule can be configured to limit ADHD visits for a provider during set hours and display a reminder message to staff about that visit type. Users can also fully restrict booking by enabling the Fatal option in a rule, which disables booking of appointments that violate the rule. Rules can be configured under Admin > Scheduling > Appointment Rules, and the Save As option allows for easy duplication and customization across providers.

To restrict access to booking for a rule, see the below option to grey out the booking option:

We’ve enhanced BMI percentile reporting to incorporate Extended BMI data for children and adolescents, aligning with the CDC's expanded guidance. This update introduces more granular data for higher BMI values, allowing clinicians to better assess and monitor patients with elevated BMI using growth charts.

With this enhancement, higher BMI ranges are represented with greater detail and clarity in the Growth Chart view, supporting more informed clinical evaluation. Growth Charts can be accessed directly from the patient chart using the Growth Chart icon, making it easy to visualize and interpret these updated metrics as part of routine care.

We’ve enhanced the patient inactivation process to better support common administrative workflows within medical practices. When a patient is marked inactive from Patient Details within the chart, a new pop-up now provides guided options to help complete related tasks in a single, streamlined step. To inactivate the patient without additional steps, click the blue 'Mark Inactive Now' button.

Users can apply predefined templates and scenarios to add patient codes, set a future inactivation date, send templated SMS or email communications, notify internal teams, and document the reason for inactivation. These templates can be configured under Admin > Practice Admin > Patient Inactivation Reasons, giving practices flexibility to standardize processes. This update helps ensure important steps are consistently completed while improving efficiency during patient inactivation.