For many prescriptions, (especially controlled substances) providers need to write these so that the same prescription is available ## days in the future. Controlled substances cannot be sent with refills, but the physician can send a controlled substance to be filled in the future. 

In order to make this easier for providers there are now multiple options when hovering over the Refill/Copy where the provider a post-date a prescription for the pharmacy to fill in the future. 

Then, when all of the prescriptions are written the provider can select 'eSend & All' and the prescriptions future dated will have an Effective Date as selected by the Refill/Copy option.

Within Global Settings an option has been added to define how far back the system searches for Auto-Fill directions on a prescription. 

• If the field is left blank then the system will continue to check the past 2 years as it is currently doing. 
• If a 0 is entered into the field then the system will no longer check for or add to the Auto-Fill directions. 

Additionally the system is now allowing user to manually add to or delete auto-fill directions while writing a prescription. 

Within the Rx Writer where we show the auto-fill directions there is a delete icon next to each row where the user can exclude the option from showing again. 

Then, if the user adds in their own directions that do not appear in the dropdown, the system will show an Add (+) icon to the right where they can manually add to the auto-fill directions. 

The introduction of the DM Web tab within the EHR allowed users who do not need access to a scanner to view and upload scanned documents and faxes without having to login to the separate Document Manager application. However, over time there were features within Document Manager that were missing from DM Web which prohibited users from being able to fully navigate away from Document Manager. Now TriMed Complete has made changes to include all functionality of the Document Manager except for the ability to actually scan the document in. 

See Feature Brief

The Appointment Prep tab in the EHR allows users to easily verify a patient’s demographic and insurance information before they come in for their appointment. In return this reduces the amount of time it takes to check in a patient when they arrive for their appointment. Additionally, verifying insurance information prior to their appointment could lead to clean claims being sent as close to the date of service as possible.

See Feature Brief

By default the Insurance Card widget will filter insurance card chart items that do not have an uploaded insurance card attached. To view insurance card chart items without the document there is a setting within Widget Admin. 

Improvements have been made to the Text Message screen. We are now showing the patient's next appointment information at the top. Additionally, the Text Message screen can be moved around inside the app to allow the user to see information on the screen behind it. 

A practice can now default the document type for the CCD's by choosing from the dropdown in Default Folder Admin.

On the Check In tab the Room dropdown and statuses have been added under the Mark Status section. 

TriMed Guest Accounts allows a practice to grant restricted patient chart access to an outside user such as an insurance auditor or consultant.

See Feature Brief

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.