Beginning in 2026, providers can bill for vaccine counseling even when no immunization is administered, using new CPT codes 90482–90484 based on time spent counseling. 

AAP News: New codes pave way for payment for immunization counseling when vaccines aren’t administered

To support this change, TriMed is introducing a new Counseling option within the Immunization screen.

This enhancement adds a dedicated Counseling tab where providers can document standalone immunization counseling, select standardized counseling scenarios, capture required ICD-10 codes (including Z71.85 and applicable Z28 “immunization not carried out” reasons), and automatically generate billing on the superbill. The workflow is designed to align with 2026 coding and documentation guidelines, including support for modifier -25 when counseling is billed alongside an E/M visit.

This feature will help practices accurately document counseling conversations, streamline billing, and ensure compliance with upcoming immunization counseling reimbursement rules.

Pharmacy refill requests assigned to a provider can be reviewed and acted upon by an alternate responding provider within the EHR. This allows refill requests to be processed by a different provider when needed. The responding provider can be set in either of the following ways:

Home Page: Add Responding Provider

Within the Rx Refill Reqs tab or the Rx Refill Requests home page widget, users can select multiple pharmacy refill requests and click Add Responding Provider. The Responding Provider window then appears, allowing users to choose a provider from the dropdown and click the checkmark icon to save the selection. 

Chart Item: Add Responding Provider

The refill request provider is defaulted on the pharmacy refill request chart item. Users can select an appropriate Responding Provider from the dropdown and click Update to save the change.

For non-EPCS medication refill requests, all clinical EHR providers are available in the Responding Provider dropdown. For EPCS medication refill requests, only clinical EHR providers with an EPCS identity are listed in the dropdown.

To help practices manage a high volume of refill requests more efficiently, a new option is available to bulk approve or deny non-EPCS refill requests directly from the EHR.

Once the global setting Enable Bulk Approve and Deny for Rx Refills is enabled, users can select multiple non-EPCS pharmacy and patient portal refill requests from the Review page or related widgets and process them in bulk using Approve or Deny actions.

Bulk processing is not available for EPCS medications. As a result, checkbox selection for EPCS refill requests is disabled to ensure compliance.

Bulk Approve

When refill requests are selected and Approve is clicked, the system approves the requests, sends the refill prescriptions to the pharmacy, and refreshes the grid to display remaining pending refill requests. Patients are also automatically notified via text message when their refill request is approved.

Bulk Deny

When refill requests are selected and Deny is clicked, a Bulk Deny window opens, allowing users to choose a denial reason. Once completed, the requests are denied and the grid refreshes to show the updated list and count of pending refill requests. For portal refill request denials, patients are notified via a portal email notification.When refill requests are selected and ‘Deny’ is clicked, it initiates the denial action. The Bulk Deny pop up appears for users to select a denial reason. Then the Denial action gets completed and grid lists the pending refill requests with the updated count. For portal refill request denials, we send portal notification email. 

Show Processing

When Bulk Approve or Bulk Deny is performed with Show Processing enabled, users can visually track the processing status of the selected refill requests. While processing is in progress, selection checkboxes for those records are disabled.

Users can click the Refresh icon next to the Show Processing label to update the grid and confirm when processing is complete.

The Forward eSend to New Pharmacy feature allows users to quickly redirect an electronic prescription when a pharmacy change is requested within 72 hours of the original eSend.

When a provider has already sent a prescription and a new pharmacy is needed, users can select Forward eSend to New Pharmacy from the eSend options. The system automatically sends a cancel eRx request to the original pharmacy and moves the original medication to History.

The Process Prescriptions page then opens with all medication details pre-filled, allowing users to select a new pharmacy, review the prescription information, and confirm the eSend—saving time and ensuring accuracy.

Some patients prefer not to have their data shared with registries or other third parties that a practice may participate in. To support this, a new option—Never include in Data Export—has been added to Patient Registration.

When selected, the patient’s data will be excluded from third-party data exports. This setting is also visible in the patient chart under the Demog-OtherInfo widget, making it easy for staff to view a patient’s data-sharing preference.

A Sort Order option has been added to Admin > Document Manager > DM Template screen.

Selecting Sort Order opens the Document Manager Template Sort Order window, where all templates are displayed in ascending order by default. Users can easily rearrange templates using the Move Up and Move Down arrows, then select Save to apply and retain the updated order.

Templates are now displayed according to the admin-defined sort order on the Upload Document page, Saved Document Chart Item page, and DM Web Preview page.

The insurance plan effective begin date is now displayed alongside the insurance name on all Activity pages. If the effective begin date is more than 365 days old, the date will be highlighted in red to help quickly identify potentially outdated insurance information.

Quick Rx has been enhanced with a new History (H) icon that provides direct access to medication details and history. The H icon appears on signed medications and includes a tooltip, “Click here to view Preview/Hx.” Selecting the icon opens the medication in the Preview/Hx tab by default.

Medication history tracking has also been expanded to include Renewed and Continued actions. The Status column now displays Stopped, Continued, and Renewal Received, along with the associated dates (MM/DD/YYYY).

In addition, Renew Date and Stopped indicators are now consistently shown in both ManageMeds Basic and Advanced views, ensuring accurate and unified medication status visibility.

TriMed introduces a new option for managing Vaccine Information Statements (VIS) to help practices stay current with minimal effort. A new selection, TriMed Complete Standard, is now available within Immunization Admin. When selected, VIS fields are simplified to a dropdown that allows users to choose the appropriate VIS type and date from a TriMed-maintained list of standardized VIS documents. While TriMed manages and updates the available VIS documents, practices remain in control of selecting the appropriate VIS for each vaccine.

The EHR now display the sender’s username (FirstName LastName) next to the date and time for text/email messages—everywhere timestamps appear—so it’s easier to see who sent each message at a glance.