A new Sort Order setting has been added in PP Admin > My Records > General, allowing practices to control the display order of sections within the My Records module on the patient portal.

During emergency situations such as severe weather, natural disasters, or security threats, practices may need to notify patients about postponing same-day or upcoming appointments and advise against walk-in visits until the situation has been resolved.

TriMed provides tools to quickly generate reports of scheduled patients and communicate with them in bulk using multiple channels, including Email, Text, and Portal Messages, enabling timely and efficient outreach during critical events.

See Best Practices

A new Growth Chart Data Points option has been added to Chart Print. When selected, only the patient’s growth chart data points are included in the output. If Include Growth Chart Images is also selected, the growth chart images will print in addition to the data points.

Growth chart data points are now consolidated into fewer pages, reducing the total number of pages generated in Chart Print.

Immunization Counseling Scenarios can now be configured in Admin with specified Not Given Reasons.

For example, if a practice frequently counsels patients who decline vaccines for religious reasons, an administrator can create a predefined scenario in Admin and configure it as a checkbox within the note. This streamlines documentation by eliminating the need for the user to first select the counseling scenario checkbox, then open the Counseling page to manually choose the Not Given Reason.

A new 'Referral Appt Date' field has been added to the Referral chart item.

New options for No Show Correspondence and Visits Due Correspondence have been added under Inquiry > Communications.

The communications grid displays the date and time of the communication, communication type (Email, Text, or Portal Message), message content, recipient (email address, phone number, or Portal Manager), the staff user who sent the communication, and whether the message failed to send for any reason.

Double-clicking a row opens the message details. If a communication was sent via both email and text, double-clicking the row displays only the email message.

A new 'Disposition' feature has been added to Quick Notes to improve visibility and tracking.

This new feature addresses situations where Quick Notes remain open while users wait for follow-ups or additional information. By providing clearer status handling, it helps reduce confusion, allows users to quickly understand the current state at a glance, and improves overall workflow efficiency.

Admin

TriMed has introduced a new Lookup List Item page named 'Quick Note Disposition.' Users can access this page by going to Admin > System Setup > Lookup Lists and selecting Quick Note Disposition.

Item: Enter the name of the Quick Note Disposition item.

Desc: Enter the description of the Quick Note Disposition item. 

Active: Check the box to indicate that the Quick Note Disposition item is active.

All Quick Note Disposition items are displayed in the left-side grid.

Feature

When a new Quick Note chart item is created on a patient’s chart, the 'Set Disposition' field is displayed directly on the Quick Note. All active items from the Quick Note Disposition lookup list appear in the dropdown, along with 'Custom' and 'Clear' options. When users select 'Custom,' an additional text box will appear next to the field, allowing a custom disposition to be entered.

When a disposition is selected and saved, the disposition value and selected date/time are displayed next to the 'Set Disposition' field. The update is also reflected in the chart tree and the Chart Items widget. 

When users select 'Clear' in Set Disposition and save the Quick Note, the disposition value and associated date/time are removed from the chart item, and the update is reflected in both the chart tree and the Chart Items widget.

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. 

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

See Feature Brief

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 the way for payment for immunization counseling when vaccines aren’t administered.

To support this change, TriMed is introducing a new 'Counseling' option to 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 handled by an alternate responding provider within the EHR. This facilitates processing refill requests by a different provider when necessary. The responding provider can be designated 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 will select multiple pharmacy refill requests and click 'Add Responding Provider.' The 'Responding Provider' window appears, allowing users to choose a provider from the dropdown and click the checkmark to save the selection. 

Chart Item: Add Responding Provider

The refill request provider is set by default 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.