Upon opening a note, practices can now designate a default plan within the Assessment & Plan section.

This can be accomplished by adding **plan name** in the Optional Desc. of the Assessment & Plan Control in Note Template Admin. 

Then, when a note is opened in a patient's chart, the plan will automatically be inserted into the Assessment & Plan Control.

Say hello to a new look! The latest PM update brings a refreshed design to the login page.

Users can now sort the problems within a patient's problem list.

Start by enabling the 'Allow User Level Problem List Sorting' Global setting.

Once enabled, users will see a 'Sort' option when viewing the ICD Summary popup within a patient's chart, provided more than one problem is listed.

Clicking 'Sort' opens a window where users can highlight a row and use the up or down arrows to change the problem's position in the list. Click 'Save' to finalize the changes.

Any new items added to the patient's problem list will automatically be added to the bottom. 

Note that sorting is user-specific, so users can customize the order as needed.

Users can now generate an Itemized Statement on the Statement History Chart Header Widget, regardless of whether a previous statement has been generated for the patient.

Within PPAdmin, a new Setting, 'Permit Temp Code Only,' has been added. This feature allows users to always log in with a temporary code emailed or texted to them instead of using their password. 

Once the user has entered their login, they can either enter their password on the password page or choose 'Login with Temp Code.' Users will decide how to receive their verification code and security questions.

If users select the email option, the system sends the Temporary Passcode to the specified email address.

If the user selects the Text Message option, the system will send the Temporary Passcode to the chosen mobile number.

Users must enter the temporary code received and click the ‘Continue’ button to complete the login process.

Within Assessment & Plan, Admin practices can link associated Patient Education documents to their plan templates. 

If only one Patient Education document is linked to the plan, it will automatically be selected when the template is selected.

Users can easily access the Patient Details screen by clicking the icon at the top left of the chart. 

There are several ways to communicate from a chart item, including messages, notifications, and the Conversation tab. TriMed strongly recommends streamlining communication using the Conversation tab. Two new global settings—'Disable Message on Chart Items' and 'Disable Notifications on Chart Items'—have been added to support this. When enabled, the corresponding buttons will be disabled on chart items.

Practices can now add Growth Charts as a Quick Link in Patient Portal.

The ‘Add QuickLink’ button opens the ‘New Growth Chart QuickLink’ page. Enter a custom name in the ‘Name’ text field, select the desired ‘Location in Portal’ to display in the UI, and click ‘Save’ to create the QuickLink.

When the Growth Chart Quick Link is clicked from the left menu or dashboard 'Quick Links' section, if the portal account has multiple patients, a ‘Download Growth Chart PDF’ popup will appear, listing patient names with checkboxes. Users must select the patient for whom they wish to download the Growth Chart.  

If the patient portal has only one patient, the ‘Download Growth Chart PDF’ popup will display only the message: ‘Do you want to download the Growth Chart as a PDF now?’ Click the ‘Download’ button to download the Growth Chart PDF.

Once downloaded, a popup notifies users with ‘Growth Chart PDF(s) Downloaded.’

Under Admin > Practice Admin, a new screen titled 'Client Interfaces' has been added. This screen is especially useful for practices using immunization registries.

Unprocessed Immunizations: These have not yet been sent to the immunization registry.

Processed Immunizations: These have been successfully sent to the registry. Immunization records displayed in red indicate that the registry rejected the acknowledgement. Once the issue is resolved, users can click 'Re-Queue Errors' to resend the immunization record to the registry.

This setting can be enabled for roles using either the 'Admin Module: Practice Admin' permission or to only allow access to Client Interfaces use the 'Admin Module: Client Interfaces' permission.