Within Chart Print users can now search 'All,' allowing them to view patients who meet their search criteria regardless of their status (Active, Inactive, Test Patient, or Temp Active). Inactive and Temp Active patients will be displayed in orange.

The 'Temp Active' status temporarily allows users to access and work in a patient's chart. A nightly service automatically reverts this status to 'Inactive.'

**Business Case** This feature is particularly useful when a patient is no longer with the practice but the practice needs to access their chart temporarily (e.g., to print records). The Temp Active status eliminates the need to make the patient active for such tasks.

A new 'Warning Threshold' option has been added in Lot Management Admin. 

By default, the system will warn users when the quantity on hand falls below 10. However, practices can now customize this threshold. If the practice enters a 'Warning Threshold' count, users will be alerted when the immunization inventory quantity drops below that specific number.

A new permission, 'Admin Module: Immunizations_Use Lot Management Scan Only,' has been created. This permission will be unchecked by default. 

When the user scans the vaccine lot information, the system automatically populates the Lot Number and NDC fields with the scanned data. If the scanned values in these fields contain at least four characters, the system will enable all lot management fields for manual edits.

If users manually reduce the Lot Number or NDC Number to less than four characters in entry or edit mode, all fields will be cleared and remain non-editable.

A new Standard Preference has been added under the Documents category called 'Disable Chart Item Link on Document Upload.'

When this preference is enabled, users will no longer receive a popup to link the document to a chart item when uploading a document manually.

The Patient Portal Admin billing page under the Billing Site header now has a new setting: 'Disable patient ability to choose ‘None (Receive paper statements).' 

When the setting is enabled, the Statement dropdown will exclude the ‘None (Receive paper statements)’ option and display only three options ‘Email & Text,’ ‘Email,’ and ‘Text’. The label will read: ‘This account is enrolled in paperless billing. Please contact the practice if you do not wish to receive paperless statements.'

Note: If the ‘Disable patient ability to choose ‘None (Receive Paper Statements)’ setting is enabled but the patient setting was already set to ‘None (Receive paper statements),’ the dropdown will continue to show this option with the label: ‘To enroll in paperless billing, select how you would like to receive your notifications’.

Once the patient updates their selection, the ‘None’ option will no longer be available in the dropdown. At that point, the label will change to: ‘This account is enrolled in paperless billing. Please contact the practice if you do not wish to receive paperless statements.'

TriMed has added the ability to display Z-Scores on the Growth Chart by adding a 'Display Z-Scores' preference under Settings on the Growth Chart. 

The Z-Scores will be displayed in the tooltips of the data points.

TriMed has added a new ‘Adjust Provider Labels’ section in Global Settings. This section allows users to customize provider-related terms like Provider, Prim Care Prov, and Referred By with a 30-character limit. The labels will replace the default terms.

The entered custom labels will replace the default terms in the following specific areas of the EHR pages:

• Patient Details Page - Patient Tab
• Patient Card
• Patient Card Print
• Book Appointment Page
• Patient Details Widget
• Patient Details Page - Inquiry Tab
• Visit Reason Widget
• Note Template - Word Merge Show Copy to Option

Previously, when viewing Open Slots, the system only allowed users to search one date at a time. Now, it allows users to search using a Date Range.

The ‘Schedule Column Bookmarks’ feature enhances schedule visibility by providing up to four customizable data points per user, such as visit counts or insurance details, on the schedule page. Admins and users can configure labels, set threshold-based color rules for dynamic visual indicators, and view real-time updates in the Schedule View, Calendar View, and Patient Information sections.

See Feature Brief

The 'Auto-Build' feature is now available on all blue boxes. To enable this feature on a blue box, check 'Show Auto-Build Options' within the textbox property.

Then, when the user fills out the note, they can change the blue box to a textbox by clicking the 'Auto-Build On' label.