A new Hide Columns option within DM Web > Settings allows each user to customize their grid view by hiding columns they do not use.

When columns are hidden, the remaining columns automatically expand to fill the available space. Each user’s selections are saved individually.

TriMed has introduced a Case Communication Access setting that allows practices to control how case communications are shared with users. Users will have two options:

• Practice Level
• User Level

Practice Level

When Practice Level is enabled:

• All users will have access to TriMed Connect case communications.
• When TriMed Support replies to a case, the response will be available to all users through TriMed Connect.
• Email notifications will continue to be sent based on the existing workflow.

User Level

When User Level is enabled, case communication access can be controlled at the individual user level.

• When a user creates or sends a message to TriMed Support, the logged-in user will automatically be selected as the default recipient for case communications.
• The user can add additional users who have TriMed Connect enabled.

• Only the users selected for Case Access will receive TriMed Support replies through TriMed Connect.

• This allows a case conversation to be limited to a single user or shared with multiple selected users.
• Email notifications will be sent to the email address associated with each selected user’s account.
• Users can add or remove other eligible users from the case communication access list as needed.

This provides practices with flexibility to either maintain the existing practice-wide communication workflow or limit case communications to specific users.

A new Global Setting has been added to reconcile all same-day appointments when one appointment is reconciled.

When enabled, reconciling one appointment will automatically apply the same reconciliation logic to all other appointments for that patient with the same Date of Service (DOS).

The eligibility indicator has been updated to identify issues with a patient’s secondary insurance.

A blue indicator will now alert staff when the secondary insurance plan requires attention, even when the patient’s primary insurance is eligible.

TriMed has added a new Patient Portal Help Guide to the Patient Portal login page.

The guide provides patients with troubleshooting steps and answers to common questions or issues they may encounter when accessing the Patient Portal.

When a user encounters an error or workflow issue, they can use Report Issue to capture the current EHR screen, provide additional context, and submit a support case through Connect directly to the Support team.

How it works:

1. Once the feature is enabled, a new sensor icon will be added, allowing users to select Report an Issue.

2. The user can capture the current EHR screen and provide additional details about the issue.

3. The issue is submitted through Connect to the TriMed Support team.

Please contact TriMed Support through Connect to have this feature set up.

A new Require Additional Document option allows practices to require patients to upload supporting documentation when submitting a form. This is especially useful for Medical Records requests where photo identification is required for identity verification. The uploaded document is automatically combined with the completed patient form into a single PDF within the patient’s EHR chart, reducing follow-up and manual tracking.

See Feature Brief

When multiple ICDs are included in a single plan, a new Sort ICD option is available within the Assessment & Plan control.

Click Sort ICD to reorder the diagnoses. Highlight an ICD and use the arrows to move it to the desired position. Once the ICDs are in the preferred order, click Save to apply the changes.

The Appt Cancelled, Not Rescheduled workscreen helps staff identify and manage patients who cancelled an appointment without booking a new one.

This menu can be enabled within Global Settings

Open the Workscreen

1. Open the Schedule screen.
2. Click New Appointment.
3. Select the Appt Cancelled, Not Rescheduled tab.

Filter the Worklist

Filter the list by:

• Visit Type
• The date range during which the appointments were cancelled

Patients who have any future appointment are excluded from the worklist, regardless of the future appointment’s visit type.

Worklist Information

The grid displays the following information:

• Patient Name
• Date of Birth
• Phone Number
• Cancelled Appointment Date
• Cancelled On
• Provider Name
• Visit Type

Phone Number

The displayed phone number is determined in this order:

1. If the patient has a cell phone number, the cell phone number is displayed.
2. If no cell phone number is available, the patient’s home phone number is displayed.
3. If neither number is available, the field is blank.

Available Actions

Reschedule

Select Reschedule to begin booking a new appointment directly from the patient’s record. After the appointment is successfully booked, the patient is automatically removed from the worklist.

Remove

Select Remove to manually dismiss the patient from the worklist when the practice does not plan to reschedule the appointment.

We’ve updated our Tdap recommendation logic to better support the CDC catch-up schedule.

For patients age 7 or older with fewer than four valid DTaP doses, the Tdap Recommended Age is now set to age 7. When four or more DTaP doses are documented, the recommendation evaluates the age at which those doses were administered—including whether the fourth dose was given at age 4 or older—to determine the appropriate Tdap timing.

This update provides more accurate recommendations for patients with incomplete or delayed DTaP vaccination histories.