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

This enhancement addresses situations where Quick Notes remain open while users are waiting on 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 implemented a new Lookup List Item page called Quick Note Disposition. This page can be accessed by navigating 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. If the user selects the Custom option, 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 the user selects Clear in Set Disposition and saves 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 within 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 way for payment for immunization counseling when vaccines aren’t administered

To support this change, TriMed is introducing a new Counseling option within 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.