Instead of prompting a user to save a diagnosis to the medical summary when they Complete a note the system now has the ability to automatically add diagnosis codes to the ICD Summary Problem List. 

Within Global Settings a new option has been added called 'Auto-Add ICD Summary Picklist Items to ICD Summary' along with a multi-select field to choose which statuses to consider.  

The ICDs that will be considered for auto-add can be set up within Chart Header Template Admin under the various statuses:

Then, when a Superbill is created and signed the system will check to see if any of the diagnosis codes from the Superbill are included in the ICD Summary Chart Header Templates for the selected Status(es), but is not already apart of the ICD Summary for the patient. If yes, then the system will automatically add the ICD to the Problem List with the status that the ICD is included on.

For example, The diagnosis Anemia (D64.9) was placed on an Order, and subsequently is included on the Superbill. Anemia (D64.9) is also set as a Chart Header Template for Chronic and the patient does not already have the ICD on their Problem List. Then, when the Superbill is Signed the ICD and Description will be added to the patient's problem list automatically. 

We are happy to announce that DM Web within the EHR now has the ability to allow users to split documents between patients!

Within a document opened from the DM Web tab there is now a split option at the bottom of the screen. The system will default to All Pages, but when using Selected Pages the user can enter in a page or range of pages using either a , or -. Users also have the ability to delete pages from the DM file once the pages are uploaded by checking 'Delete pages from DM file'.  

Within the Text Message screen we have made a change to show all next appointments for every patient in the family instead of just the patient for which the original text message was for. 

When a Supervising Physician is selected for a user, and the user is also using the Supervising Provider on prescriptions, the system will now default the supervising physician on the prescription. 

The ability to check eligibility has been added to the Insurance Widget and Insurance tab within the Patient Details screen. 

Within PPAdmin > Site Setup 2 new filters have been added concerning how manual Portal notifications are handled. 

When either setting is NOT checked in Admin the default to patient will default to receive the notifications unless no email or SMS exists, then the checkbox will default to not checked. 

Users can now quickly swap the order of a patient's pharmacies within the Pharmacies widget on a patient's chart by highlighting a pharmacy and using the up and down arrows to change positions.

Within Orders > Test Code Admin a new feature has been added where a practice can link a Result Set to a specific test code. 

Then, when the test is Signed the result will automatically be created and linked to the order. Additionally, if more than one test is ordered and each of them has a result set then the system will combine the result sets into one result chart item. 

A new feature has been added which gives the ability to request a pharmacy to cancel dispensing a prescription. To turn this feature on, go to Admin > Global Settings > Enable Cancel Rx and check the checkbox to enable. 

Now after a prescription has been signed and e-sent, the user will see a ‘Cancel Rx’ option.

“Prescription Cancelled” will appear on the Rx Preview tab once an Rx has been Canceled. The system will also show the Cancel Status and Response from Pharmacy.

Note: Not all pharmacies have this service available. Also, bear in mind that different pharmacies have different rules concerning the time window for cancellation requests.

In TriMed Complete a practice has the ability to prompt a patient with questions when a patient is booking an appointment online. This allows the practice to have more control of the visit type/ slot that the patient is able to book. The Appointment Questions module has now been enhanced by the use of Data Questions. Data Questions are data points that the system can use to narrow down the search without prompting the patient with a question.

Data Questions, just like Human Questions, are set up in Admin > Appointment > Appt. Questions. Data and Human Questions can be used in conjunction with one another, meaning a Data Question response might lead to a Human Question and vice versa.

To add a Data Question, select the Add button at the top of the page.

Then select the Data Question from the dropdown and enter a Short description.

Then click the plus button at the top to add a New Response. Set up a 'Pass' Response and hit Save, and then set up a 'Fail' Response for each Data Question.