We’ve introduced three new icons on the EHR Check-In, Check-Out, and Appointment Prep Activity pages to clearly show how a patient’s arrival was recorded. These visual indicators make it easier for users to quickly identify the check-in source for each appointment.

Tablet Icon – Arrival recorded by the patient using Arrival Link feature on the kiosk

Person Icon – Arrival recorded manually by an EHR user

Car Icon – Arrival recorded by the patient via practice-initiated check-in or via Booking URL check-in.

The Portal Messaging feature in TriMed Bridge allows practices to send secure messages to patients via SMS, even if the patient does not have a portal account. Each SMS includes a short URL that lets the patient access the Bridge app to view and reply to the message without needing to log into the portal. For security, the link automatically expires after a configurable number of days.

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This feature is designed to help medical practices more effectively track and manage patient ‘No Shows’. By offering tools to report on missed appointments and send timely communications, this feature enables practices to enforce their no-show policies, reduce the number of missed appointments, and make informed decisions about whether to continue or terminate care based on a patient’s attendance history.

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TriMed’s Patient Problems feature transforms how practices track, organize, and manage patient diagnoses. Designed for efficiency, this enhancement automatically groups similar diagnoses, keeps chronic and recurring issues visible, and removes the need for manual list maintenance.

With this release, your Diagnosis History chart header and Patient Problem List now work together seamlessly — letting you view related ICDs grouped under one patient problem name.

Smarter Grouping

The Diagnosis History header now automatically groups related ICD codes under shared Patient Problems (e.g., all H66 Otitis Media codes display together as “Otitis Media”). This simplifies the chart view and makes recurring issues easy to identify.

Automated Rules

Create rules to auto-add diagnoses to the Patient Problem List after they occur multiple times, and auto-expire resolved issues after a chosen timeframe — keeping the list clean and relevant.

In this example, Otitis Media is automatically added to the patient’s Problem List after the diagnosis appears three times within one year, and it will be marked as Chronic Resolved if no new diagnoses occur within two years.

Consistent Insights

TriMed now checks Patient Problem rules each time a diagnosis is added and updates the Problem List automatically when notes are signed. Persistent or recurring issues are surfaced so clinicians stay informed.

TriMed’s Patient Problem Library

TriMed offers a library of pre-built problem rules and groupings. Contact TriMed Support to have these options added or customized for your organization.

TriMed Transcribe enables users to convert audio recordings into text within the EHR seamlessly. The feature includes a dedicated sensor and a pop-up interface for quick transcription, with options to refine the text using the Polish function and copy it across multiple chart fields. All audio histories are stored, allowing users to transcribe recordings at any time.

If you are interested in using this feature, please contact TriMed Client Services to review pricing and have it enabled.

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The TriMed AI Scribe feature allows healthcare providers to record audio recordings of patient visits in real time and quickly enter audio-transcribed clinical notes for their patients within the EHR system. It enhances accuracy, ensures regulatory compliance, supports patient care, improves data management, and allows healthcare providers to focus more on patient care and interaction. 

If you are interested in using this feature, please contact TriMed Client Services to review pricing and have it enabled.

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The OCR Document Textract feature uses optical character recognition to extract key patient details, provider information, and summary content from uploaded PDFs. When enabled, it automatically populates the related patient and provider fields and presents a summarized view of the document. The feature also integrates with the Plan Predict API to suggest likely diagnoses based on the extracted summary, supporting clinical decision-making and reducing documentation burden. 

If you are interested in using this feature, please contact TriMed Client Services to review pricing and have it enabled.

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The Health Check Dashboard is being introduced for a real-time view of key Revenue Cycle Management (RCM) metrics. RCM administrators are navigating multiple modules and reports to track billing, reconciliation, collections, and error statuses - resulting in increased time consumption and delayed action.

To overcome this time consuming process, a new RCM Health Check dashboard is created displaying metrics by consolidating essential data into a single, accessible screen, allowing administrators to proactively monitor performance, identify bottlenecks, and act on issues without switching contexts.

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TriMed Bridge provides a secure messaging workflow for referral-related communication with patients by delivering a secure link, enabling patients to view messages without requiring portal login credentials.

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The new Diagnosis History chart data widget displays unique ICD codes from both patient notes (across all note controls, such as multiselect picker, A&P, Plan Filtered Bluebox, mini referral, and referral smartbox) and Charge History ICDs.

Codes are listed in descending order by last used date, with date range options of 30, 60, 90, 180 days, 1 year, 2 years, 3 years, or All—defaulting to 30 days and persisting for the session. Each ICD entry shows the description, code, usage count (or 'Charge History' if only from Charge History), and last used date; if an ICD appears in both notes and charge history, only the note count is shown. The widget is collapsed by default, but can be expanded, revealing additional details like note date, note name, and provider. Clicking on a note row will open the corresponding patient note in the chart.