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.

The Patients with Visit Due module has been enhanced to include patients who need an appointment booked with the practice but are not yet considered non-compliant. This allows users to proactively identify and manage patients who will be due for a visit within a specified future timeframe.

See Feature Brief

Department color-coding is now available in Schedule Settings Admin.

Use Department Color Settings to assign colors to department labels in schedule views. This helps staff quickly identify locations and see which department a provider is working in.

TriMed has added a Preview option that allows staff to view a blank/static version of patient forms and distributed documents in a new browser tab before sending or publishing them across various EHR pages. 

The Disposition feature is now available for Patient Notes.

To update a Patient Note’s Disposition, open the note and select the Info tab. 

The selected Disposition appears in both the Chart Tree and the Chart Items widget.

The Check-In feature now allows practices to require patients to acknowledge an important message during the check-in process.

Admin Setup

A new Patient Acknowledgement Alert section is available in Check-In Admin. Practices can:

• Select where the acknowledgement page appears in the check-in process.
• Enter the message patients must acknowledge.

Patient Experience

During check-in, the patient sees a separate acknowledgement page displaying the practice’s message. The patient must turn on the acknowledgement toggle before the Next button becomes available.

The patient’s acknowledgement is recorded in the Check-In details in the EHR.