A new One-Time / Temporary option has been added to prescriptions, allowing providers to issue temporary prescriptions without affecting the patient's ongoing medication refill workflow.

This feature is useful for situations such as travel supplies, lost medication replacements, or temporary dosage changes.

When the One-Time / Temporary checkbox is selected on the prescription's Info tab:

• The prescription is labeled One-Time Rx in the patient's prescription history.
• The prescription automatically moves off the patient's Current medication list the following day.
• The prescription is excluded from future refill and renewal requests, allowing the patient's standard prescription to remain the default.
• The Patient Portal will not offer a refill option for the one-time prescription.

This enhancement helps prevent temporary prescription quantities, directions, or pharmacy selections from being unintentionally reused during future refills.

We’ve enhanced Chart Notes to provide a more integrated and flexible documentation experience within the patient chart. Chart Notes can now be created, managed, and viewed directly from the Chart Tree and Chart Data Widget, allowing users to organize non-clinical documentation alongside other chart items while maintaining consistent workflows for permissions, auditing, filtering, and record management. In addition to traditional General chart notes, administrators can now configure specialized note types for Growth Charts, Problem Lists, Flowsheets, and Healthwatcher, giving users dedicated documentation areas directly within those workflows.

This enhancement also introduces improved note management capabilities, including support for saving, editing, signing, and deleting Chart Notes based on user permissions. Once a note is signed, it becomes a permanent part of the patient record and can no longer be modified or removed. Administrators can create and manage multiple Chart Note types, control visibility within the Chart Tree, and configure access by role. Together, these updates provide a more streamlined, organized, and reliable approach to chart documentation while maintaining appropriate controls and audit visibility.

Chart Notes Feature Brief

TriMed has added a new Patient Portal Help Guide to the Patient Portal login page.

The guide provides patients with troubleshooting steps and answers to common questions or issues they may encounter when accessing the Patient Portal.

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

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.

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

A new Required Field Rules setup page has been added to Note Template/Patient Form Admin, alongside Checkbox Rules.

This feature allows users to automatically make fields required based on a patient’s response to another field on the form. Instead of manually reviewing forms for missing information, required fields can now change dynamically based on user input, helping ensure all necessary information is collected when appropriate.

See 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

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.