Keeping patients on track with preventive care has traditionally required staff to manually sift through charge history, identify applicable well-child CPT codes, and calculate the next due visit against AAP guidelines — a process that is both time-intensive and prone to oversight.

TriMed EHR now includes a dedicated Preventive Visit option to streamline this workflow. This option analyzes each patient's charge history and, using milestone and annual visit schedules published by the American Academy of Pediatrics, automatically determines when the patient's next well-child visit is due. When scheduling a well-child appointment, staff may receive an alert if the patient is not yet eligible for their next visit. This option also surfaces visible indicators directly in the workflow when a patient has fallen behind on their preventive schedule, helping clinics proactively close care gaps and keep patients aligned with recommended wellness timelines.

Enhancements have been made to the Assessment & Plan (A&P) Control section to streamline the prescription-writing workflow and simplify medication entry. A new New Prescription button has been introduced, allowing users to quickly begin entering a prescription directly from the A&P Control area. The button remains visible even when prescriptions already exist, ensuring users can easily add additional medications as needed.

Additional improvements introduce clearer action controls when managing prescriptions. Users can Save a prescription without refreshing the page, or choose Save & New to save the current entry and immediately open a new prescription form. The Cancel option clears all fields without saving, while Delete allows removal of prescriptions that have not yet been signed. Signed prescriptions remain protected from deletion. These updates reduce unnecessary steps and create a more efficient, intuitive prescribing workflow within the patient chart.

We’ve enhanced statement configuration to allow practices to display a dedicated billing phone number directly on patient statements. Previously, billing contact numbers were limited to those associated with existing entities such as a company or department, making it difficult to present a specific billing line when needed.

With this update, practices can now include a customized billing phone number on statements, ensuring patients are directed to the appropriate contact for billing inquiries. This added flexibility helps streamline communication, reduce confusion, and improve the overall patient experience when addressing billing questions. For setup and access, a user must have access to Admin → Statement Control / Billing Settings in RCM Admin or PM Setup.

We’ve enhanced the RCM Admin Statement Details view to provide greater visibility into how and when patient statements are delivered. Previously, it was difficult for administrators to determine whether statements were sent as online or hard copy, as well as which contacts received them and through which delivery method.

With this update, the statement detail page now includes new columns such as Delivery Type (Online or Hard Copy), Contact Type, Contact Name, Email ID, Email Sent Date/Time, SMS Number, and SMS Sent Date/Time. These additions give users clear insight into who received statements, how they were delivered, and when they were sent. Additionally, when the EHR Statement setting is enabled, hard copy statements are routed to the Document Processing homepage. This enhancement improves transparency, supports better tracking, and streamlines statement management workflows for administrative users.

This enhancement streamlines patient communication by allowing users to send a TriMed Bridge portal message directly from an existing Quick Note. Previously, caregivers needed to manually document a Quick Note and then separately navigate to create a portal message—resulting in inefficiencies and no easy way to see the tie between the Quick Note and the outgoing communication. With the addition of the new Link Patient Message button within the Quick Note interface, users can now initiate and send a portal message in a single, connected workflow.

Once the Quick Note is saved, the Link Patient Message button becomes available. Selecting it opens the standard New Patient Message window, and upon sending, the message is automatically linked to the originating Quick Note. The system also inserts a notification indicating that a portal message was sent and automatically marks the Quick Note thread as Complete. To maintain clarity and prevent duplicate outreach, the button is limited to one linked message per note and becomes disabled after use. This update improves efficiency, strengthens documentation integrity, and ensures a clear, traceable connection between internal notes and patient communication.

In the patient portal, users have always been able to view discrete lab data—results that come over from an interface directly into the EHR. However, lab results are often uploaded to the EHR from outside sources as documents, and patients still need visibility into those as well.

With this update, lab result documents can now be included in the Lab Results area of the portal, making it easier for patients to find all of their lab results in one place—whether those results came from an interface or from an uploaded document. This feature is configured in Portal Admin>General>Site Setup>Portal Menus Section “My Results” click the box to show this option. 

There are situations where practices need to review patient responses to appointment reminders. For example, if a patient selects an option to cancel, the practice may want to follow up to reschedule the appointment. In other cases, patients may reply with free-text messages that do not match the predefined responses configured in General Codes > Appointment Confirmation Admin, such as “I want to reschedule.” Practices want an easy way to view these responses in the Inbound SMS screen.

To enable this feature, navigate to RCM Admin > General Codes and select Appt Confirmation from the dropdown. Then click the gear icon and enable Appointment Confirmation as Inbound SMS.

Practices can configure whether to:

Display Inbound SMS for Text Responses that match specific Code 3 values, and/or

Display Inbound SMS for All Non-Matching Code 3 Values

We’ve introduced a new Save and Hold Slot feature to improve efficiency and prevent scheduling conflicts during appointment booking. When front office staff select an open time slot while scheduling an appointment, they can now click Save and Hold Slot to temporarily reserve that time while gathering additional information from the patient.

Previously, if another user clicked Book on the same time slot first, the appointment could be taken before the original scheduler completed the process. This enhancement ensures the selected slot is securely held during the booking workflow, reducing scheduling conflicts and supporting a smoother, more reliable front office experience.

The recommended workflow for booking an appointment is as follows: first, click on the desired time slot; then, select Save and Hold Slot to reserve it; next, complete the booking details on the appointment page; and finally, click Book to confirm the appointment.

We’ve introduced the ability to quickly repeat an existing order, making it easier to recreate previously placed orders without starting from scratch. With this enhancement, users can duplicate a prior order and generate a new one that carries forward the original order details.

This streamlined workflow reduces manual data entry, helps maintain consistency, and saves time when placing recurring or similar orders.

We’ve enhanced patient status management by introducing the ability to schedule when a patient will be marked inactive. When updating a patient’s status in Patient Details, users can now select “Mark Inactive On Date Set” to designate a future inactivation date.

This update supports compliance with dismissal policies and transfer-of-care regulations by allowing practices to align inactivation with required notice periods. It also provides time to collect outstanding balances and send dismissal or records transfer letters—without needing to manually revisit the patient record later. Simply set the date and the system will handle the rest, helping reduce administrative oversight and streamline front-office workflows.