A new setting called ‘Show Patient Age at Appointment Date’ has been added under Admin > Scheduling > Schedule Settings.
When enabled, if a patient is younger than the specified age, their age at the time of the selected appointment slot will be displayed on the Book Appointment screen.
For example, a patient with a date of birth of 08/19/2024 booking an appointment for 08/11/2025 will display as 11 months old at the time of the appointment.
In some cases, users may need to manually send the Check-In link to patients from the EHR Check-In screen. To support this, clients now have the ability to customize the text message patients receive. Setup can be done by navigating to Admin > System Setup > Lookup List > Check-In Text
The screen includes guidance to help clients understand formatting rules, including what content is allowed or restricted.
Note: SMS messages are limited to 160 characters total. To ensure space for the Check-In URL, only 120 characters are available for your custom message. Keep in mind that bookmarks count toward your character limit and can significantly reduce the space available for your custom text.
Example:
A new Conversation tab has been added to Rx Refills, allowing users to track back-and-forth communication and add additional notes related to the refill request. This tab follows the existing conversation notification workflow.
A new feature, ‘Vital History,' has been added to help record and manage a patient’s historical vital signs, with a special focus on capturing vitals for patients transferred from other practices.
A new Vitals Flowsheet has been added to consistently view and record vital signs.
When users select the Vitals Flowsheet, it will load only the vital fields with field names configured in Global Settings > Vital Fields.
When users click on a row to enter or edit a vital value, a hardcoded subnote will open for vital entry. Upon saving, the entry is saved as a subnote named ‘Flowsheet Vitals.' The functionality for editing, saving, and deleting entries in the Vitals Flowsheet follow the same logic currently used across other flowsheets.
All vital values recorded in the subnote are automatically synced with the Growth Chart.
When users click 'Delete' on a vital entry within the flowsheet, the system displays a confirmation alert stating: ’Deleting this value will also delete the entire subnote and vitals values on that subnote. Click Ok to delete or click Cancel to cancel delete.'
Sometimes, it is helpful to view which patients were seen by a provider on a specific day, even if that provider is no longer active. To support this, users can now select ‘All’ under the Provider option in Schedule Settings.
Additionally, if an inactive provider was assigned as the Intended Provider, their name will now appear in red on the schedule and resource slots for easier identification.
Password Options have been added to the EHR under Admin > Practice Admin > Roles. While these settings also exist in the PM, the EHR includes two additional options: 'Require Both Upper and Lower Case' and 'Require Special Characters.'
In many workflows, it is useful to mark an immunization as 'Reviewed.' For example, when multiple nurses support a provider, this feature helps indicate that a nurse is currently managing the patient's immunization. Similarly, if clinical manager approval is needed before administration, the Reviewed status can be used to signal that step.
The Review action can be performed even if the immunization has not been administered, and multiple reviews are allowed per immunization. When reviewed, the system displays the last reviewer’s name and timestamp in small italic text below the 'Initials' field.
Additionally, the ‘Reviewed By’ label on the 'Ordered Immunizations' widget displays the reviewer's name for the immunization.
A new ‘Review Status’ option has been added to the Ordered Immunizations widget, allowing users to filter immunizations based on their review status. The dropdown includes three options: All (default), Reviewed, and Not Reviewed.
Chart Item History Icon
When the user clicks the Chart Item History icon, the Chart History popup opens with the ‘Audit Trail’ tab selected by default. The 'Review' and 'Portal' tabs are also displayed.
Audit Trail Tab: The Audit Trail tab displays a log of updates and changes made to the immunization item.
Portal Tab: The Portal tab captures portal notification activity.
Review Tab: The Review tab shows a log of immunization reviews, showing the Review DateTime and the Reviewed By information.
TriMed introduces the ability to quickly access a patient’s insurance card document directly from the Insurance Details page, streamlines the process of adding an insurance card chart item from the same view, and provides a convenient option to mark insurance cards as inactive, enhancing overall usability and workflow efficiency.
A new ‘Ins Card’ column has been added next to ‘Ins Plan’ on the Patient Details > Insurance tab, visible only for active plans.
Insurance cards appear as hyperlinks in the format ‘Payor Type – Date,' ordered by Primary, Secondary, and Other. The date reflects the upload date, or creation date if unavailable. If multiple active cards exist at the same rank, all are displayed.
Clicking the insurance card hyperlink opens the ‘Insurance Card’ chart item, where users can mark the card as inactive or update the information.
Clicking an active insurance plan now reveals a new ‘Patient Active Insurance Cards’ section at the bottom right of the screen, displaying all active cards for the selected rank.
Users can quickly mark a card as inactive without opening the chart item. Once marked, it is removed from the section.
The ‘Add New Ins Card’ button opens a new Insurance Card chart item where the user can upload a copy of the card or send a link to the patient to upload a copy of the card.
When payor and policyholder details are entered in the Insurance Card chart item, clicking ‘Insurance Details’ opens the Patient Details page. Now, when the patient’s relation to the policyholder is changed from ‘Self’ to ‘Child,’ ‘Spouse,’ or ‘Other,’ the Policy Holder Info auto-populates accordingly. Previously, these values were not defaulted.
TriMed is pleased to introduce the new Patient Message Sensor, enabling users to easily track the number of Patient-Originated Messages and/or Patient Replies they have received.
