We’ve enhanced the Audio Scribe workflow by adding a new Preventative Visit checkbox directly within the recording pop-up. This gives providers a quick, convenient way to identify a visit as preventative when documentation begins, without needing to navigate additional selections later in the workflow.

This enhancement is especially helpful in workflows where visit type may not always be determined in advance or can change during the encounter. By allowing providers to designate preventative visits on the fly from the Audio Scribe start screen, the documentation process becomes more streamlined and flexible, supporting more efficient visit setup and note generation.

We’ve enhanced Disclosure History in Chart Maintenance to provide more detailed visibility into patient information disclosures. Rather than recording only that a chart print or export occurred, the system now captures the specific chart components included, making it easier for staff to review and track disclosure activity.

Disclosure History entries can now include details such as patient notes, documents, insurance cards, medications, and selected date ranges used in the export process. To improve usability, summary labels are used for larger categories while preserving meaningful detail. Users can also manually add disclosure tracking entries directly from the Disclosure History tab via the new Track Disclosure option. These enhancements provide a clearer, more comprehensive audit trail and make it easier for staff to report and review disclosure activity directly within the patient chart.

The Referral Tracker and Referral Tracker Search widgets now include a new Referral Appt Date column next to the existing Date column, which displays the Referral Appointment Date from the associated referral chart item.

We’ve introduced Note Dictation to provide a more flexible and efficient way for providers to document patient encounters in a single step. This feature lets users record a single comprehensive dictation before, during, or after a visit, making it easier to capture complete clinical context without moving through multiple note sections manually.

Using AI-powered structuring, the system organizes the dictated content into the appropriate areas of the clinical note, helping reduce manual data entry and support more natural documentation workflows. This enhancement allows providers to document more efficiently while maintaining accurate, thorough records and keeping greater focus on patient care.

Feature Brief

We’ve introduced Field Level Dictation to give providers a faster, more flexible way to document specific parts of a patient note during a visit. Instead of dictating an entire encounter or pausing to type, users can now dictate directly into individual note fields, making it easier to capture focused clinical details exactly where they are needed.

With AI-assisted formatting, Field Level Dictation streamlines documentation and supports a more natural workflow. This enhancement reduces typing, improves efficiency, and allows providers to enter precise information more quickly, making everyday clinical documentation smoother and more convenient. 

Feature Brief

We’ve enhanced DM Web to streamline document processing with AI-powered summarization and automated tagging. Incoming faxes and documents can now generate a brief summary to help users quickly understand the contents. The system can also automatically identify the patient, assign the document type, and mark the item as Ready for upload to the patient chart. 

When a document is marked 'Ready,' users can upload it directly to the patient chart by selecting the document row and clicking 'Upload Tagged Files.' This process can also be completed in bulk for multiple documents, supporting a more efficient workflow for high-volume document management. Practices can choose to enable summarization, auto upload preparation, or both through System Setup > Lookup Lists > Document Types, using the Textract dropdown to configure preferences. The standard user preference must also be enabled. 

* There may be additional fees for this feature.  

Feature Brief

A new configuration option has been added under PPAdmin > Messages that allows clients to limit the number of characters patients can enter in Advanced Messages within Patient Portal.

What’s New:

* New setting: Limit messages to max [textbox] length

* This setting applies only to Advanced Messages.

As patients compose an Advanced Message, they will receive a pop-up notification when the configured character limit has been reached.

We’ve added Quick Note Disposition to improve visibility and tracking of Quick Notes that may remain open while awaiting follow-up or additional information. Users can now assign a disposition directly to a Quick Note, making it easier to see the current status at a glance on the note, in the chart tree, and in the Chart Items widget.

Disposition options are managed under Admin > System Setup > Lookup Lists > Quick Note Disposition, where practices can create active disposition items with names and descriptions. When creating or updating a Quick Note, users can select an active disposition, enter a custom value, or clear an existing disposition. Once saved, the selected disposition and date/time are displayed with the Quick Note and reflected throughout the chart to improve workflow visibility.

The AI-Suggested Portal Replies feature streamlines patient communication by generating draft responses when users reply to inbound Advanced Patient Portal Messages. During the reply workflow, the system retrieves AI-generated response suggestions and presents them as editable options, enabling staff to quickly review, modify, and send replies while retaining control over the final message.

This feature is designed to reduce response time and improve patient communication through the portal. It is enabled in Standard Preferences in the Chart Menu under 'Enable Portal Reply AI.' For more information on enabling AI-Suggested Portal Replies, please contact TriMed Client Services to review pricing and activation options.

We’ve enhanced eligibility visibility in the EHR to provide clearer insight into insurance coverage and benefit details. This update introduces improved filtering capabilities, aligns more closely with PM workflows, and makes it easier for users to review and navigate eligibility information.

In addition, the insurance plan grid now highlights key indicators directly in the Eligibility Last Check and Eligibility Status columns. When attention is needed, these fields will appear in red, helping users quickly identify records that may require follow-up. Active coverage status is also included, giving users a more complete view at a glance. Together, these improvements support faster review, better visibility, and more efficient eligibility management.