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ImprovementComing Soon
4 days ago

Schedule TriMed Connect Messages to Send Later

With TriMed Connect, a new Schedule Send option has been added to the New Message screen, allowing users to schedule messages to be sent at a future date and time instead of sending them immediately.

When the user clicks Send, the system will validate that the selected date and time are later than the current date and time. If the scheduled date/time is in the past, you will be prevented from scheduling.

Messages will remain in the Scheduled menu until their scheduled send date and time are reached.

Users can delete a scheduled message before it has been sent by clicking the delete icon in the scheduled menu 


ImprovementComing Soon
5 months ago

Referrals: New Referral Appt Date

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