In many workflows, it’s useful for users to mark an immunization as Reviewed. For example, when multiple nurses support a provider, this feature helps indicate that a nurse is currently managing the immunization for the patient. Similarly, if clinical manager approval is needed before administration, the Reviewed status can be used to signal that step.

The Review action can be performed even if the immunization hasn’t been administered, and multiple reviews are allowed per immunization. When reviewed, the system displays the last reviewer’s name and timestamp in small italic text below the Initials field.

Additionally, The ‘Reviewed By’ label in the Ordered Immunizations widget displays the reviewer name of the immunization. 

A new ‘Review Status’ filter option has been added to the Ordered Immunizations widget, allowing users to filter immunizations based on their review status. The dropdown includes three options: All (default), Reviewed, and Not Reviewed.

Chart Item History Icon

When the user clicks the Chart Item History icon, the Chart History popup opens with the ‘Audit Trail’ tab selected by default. The 'Review' and 'Portal' tabs are also displayed. 

Audit Trail Tab: The Audit Trail tab displays a log of updates and changes made to the immunization item. 

Portal Tab: The Portal tab captures portal notification activity.

Review Tab: The Review tab shows a log of immunization reviews, showing the Review DateTime and the Reviewed By information.

TriMed introduces the ability to quickly access a patient’s insurance card document directly from the Insurance Details page, streamline the process of adding an insurance card chart item from the same view, and provides a convenient option to mark insurance cards as inactive—enhancing overall usability and workflow efficiency.

A new ‘Ins Card’ column has been added next to ‘Ins Plan’ in the Patient Details > Insurance tab, visible only for active plans.

Insurance cards appear as hyperlinks in the format ‘Payor Type – Date’, ordered by Primary, Secondary, and Other. The date reflects the upload date, or creation date if unavailable. If multiple active cards exist at the same rank, all are displayed.

Clicking the insurance card hyperlink opens the ‘Insurance Card’ chart item, where users can mark the card as inactive or update the information.

Clicking an active insurance plan now reveals a new ‘Patient Active Insurance Cards’ section at the bottom right of the screen, displaying all active cards for the selected rank.

Users can quickly mark a card as inactive without opening the chart item—once marked, it is removed from the section.

The ‘Add New Ins Card’ button opens a new Insurance Card chart item where the user can upload a copy of the card or send a link to the patient to upload a copy of the card. 

When payor and policyholder details are entered in the Insurance Card chart item, clicking ‘Insurance Details’ opens the Patient Details page. Now, when the patient’s relation to the policyholder is changed from ‘Self’ to ‘Child,’ ‘Spouse,’ or ‘Other,’ the Policy Holder Info auto-populates accordingly—previously, these values were not defaulted.

In the Assessment and Plan control, ICD codes are color-coded for clarity:

    •    Red (EN:) – Encounter ICDs

    •    Green (PL:) – Problem List ICDs

    •    Blue (CH:) – Charge History ICDs from the past year

Each code is prefixed accordingly to indicate its source.

TriMed is pleased to introduce the new Patient Message Sensor, enabling users to easily track the number of Patient-Originated Messages and/or Patient Replies they have received.

See Feature Brief

Providers frequently treat patients with specific conditions using a consistent set of prescriptions. To streamline this process, providers can now create Procedure Templates that bundle commonly prescribed medications and supplies—eliminating the need to enter each item individually.

See Feature Brief

A new 'Notes' field has been introduced in User Admin, allowing practices to document important user information, such as hire dates, managerial assignments, and other relevant details.

The Managed Meds page has been updated to improve usability and streamline medication management. 

Key enhancements include:

Quick Deletion of Outside Meds: A delete icon has been added next to outside medications in both Basic and Non-Basic views. This allows users to remove outside medications directly from the Manage Meds page without navigating elsewhere.

Clear Identification of Stopped Medications: Medications marked as stopped now display a ‘Stopped’ label next to the drug name in the Basic view, making it easier to distinguish inactive prescriptions.

Easy Access to Allergy Information: A new Allergy icon has been added to the top of the Manage Meds page. Clicking the icon opens a popup where users can quickly view and add patient allergies.

These enhancements simplify medication management and provide quicker access to critical patient information.

The EHR's ASCVD (Atherosclerotic Cardiovascular Disease) Risk Score is developed to estimate an individual’s 10-year and lifetime risk for atherosclerotic cardiovascular disease, including heart attack and stroke. It provides risk estimates that can help healthcare providers assess the likelihood of cardiovascular events and make decisions regarding preventive measures, such as statin therapy, lifestyle changes, or blood pressure management.

See Feature Brief

A new Assessment & Plan Control feature allows users to reorder plans with multiple entries.

When multiple plans are entered, a ‘Re-Order Plans’ button will appear in the top right corner. By clicking the button, a popup will appear, allowing users to highlight a plan and use the up and down arrows to adjust its order. Once finished, click the save and close icon to apply the changes.

Once the user clicks the save and close icon, the system will rerun the existing Superbill, recreating logic based on the appointment and billing status. 

1. If the appointment has no Superbill built, the system will not create a Superbill at this step. 

2. If the appointment has an unsigned Superbill, the Superbill will be recreated. 

3. If the appointment has a signed Superbill with unposted charges, the Superbill will be recreated. 

4. If the appointment has a signed Superbill with posted charges, the user will be alerted that charges are already posted and the Superbill cannot be recreated. 

Users can now search for pharmacies using the phone number.