Additional enhancements have been made to the Appointment Prep page to make the process easier on users. 

The patient list can now be sorted by Appointment Date Ascending and Appointment Date Descending order making it easier for more than one user to work the list. An additional filter has been added to filter the list by Financial Class. 

The Verified status on the Appointment Prep page will also show on the Check In page along with the Verified notes. Also when hovering over the status the username and date time that the appointment was Verified will be displayed. Additionally if a user accidentally clicks Verified they can click it again to change the status back. 

The Primary Care Provider provided from the insurance company will now be listed under the Insurance section on the Appointment Prep page. 

The Appointment Prep page has been slightly rearranged to prevent users from having to do a lot of extra scrolling. 

The Insurance Card chart item has been added to the page so that users do not have to open the patients chart to request the patient's insurance card. 

On all Registration Pages the date and time have been added underneath the username on the PM Notes section. 

Within Immunization Admin users now have the ability to preview the VIS document that is uploaded and linked to the Immunization. 

On the Check-in page of TriMed Complete, the Confirmation Status label has been enhanced to display what type of Confirmation attempt was sent. For example, if an Email Confirmation was sent the system will display ‘Auto Confirmation Attempted: Email’. If more than one type of auto attempt was made the system will display like ‘Auto Confirmation Attempted: Email, Phone, Text’. 

TriMed’s RxWriter is a control that can be dropped on any note template for a quick way to add prescriptions during a patient visit. The control allows the user to prescribe medications without leaving the visit note. A few enhancements have been made to the RxWriter making it more robust than ever.

See Feature Brief

Within Quick Note Admin a new option for Standard Merge has been added. A practice can select the DefPrint-PDF or a merge created under Merge Documents Admin. 

The selected Standard Merge will be used when including Quick Notes in Chart Print.

They say a picture is worth a thousand words and in healthcare an image of physical findings such as a rash or wound can be much more beneficial to a provider than written documentation. This can be especially beneficial when a physician wants to compare or monitor a condition over time or from visit to visit.

See Feature Brief

A new Chart Preference has been added called ‘Show all Chart Tags’. When enabled and a chart has multiple Chart Tags the section will be fully expanded eliminating the need to scroll within the Chart Tags.  

Users will be able to collapse the Chart Tag section by clicking the icon in the top right corner. 

When a patient is being viewed on the Check In and other registration tabs within the EHR and that patient has a credit balance, the credit balance will now be displayed in green on the page:

Additionally, if the user clicks on the EHR Payment screen the credit balance will show next to Previous Balance. Then, if the patient wishes to use their credit to pay their copay the user can click Payment Override and select the 'Use Credit Balance' option. 

On the Check In tab a note will be displayed with the comments and 'Use Credit Balance' opted:

The EHR will now respect and show the ID Number Masks set up in Insurance Plan File Maintenance. 

When a user is adding an insurance to a patient, the system will check to see if a mask is set up. If so, it will be displayed by either hovering over the field or by the user clicking the information icon. If the data entered does not match the mask, the user will not be allowed to save the insurance entry. 

Within Visit Summary Admin a new Save As option has been added. This will allow a practice to create multiple Visit Summaries with the same core information, and then edit them with specific visit information.