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.

Sometimes, practices need to review patient responses to appointment reminders. For example, if a patient selects a cancellation option, the practice may want to follow up to reschedule the appointment. In other cases, patients may reply with free-text messages that do not match the predefined responses configured in General Codes > Appointment Confirmation Admin, such as “I want to reschedule.” Practices want an easy way to view these responses on the Inbound SMS screen.

To enable this feature, go to RCM Admin > General Codes, select 'Appt Confirmation' from the dropdown, then click the gear icon and enable 'Appointment Confirmation as Inbound SMS.'

Practices can configure whether to:

Display Inbound SMS for Text Responses that match specific Code 3 values, and/or

Display Inbound SMS for All Non-Matching Code 3 Values

A new Sort Order setting has been added in PP Admin > My Records > General. This option allows practices to control the display order of sections in the My Records module on the patient portal.

Additionally, patients will now see a New Portal Items indicator when new or unread portal items are available in a section. Clicking the label automatically navigates the patient to that section to view the new items.

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 to 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. 

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

Pharmacy refill requests assigned to a provider can be reviewed and handled by an alternate responding provider within the EHR. This facilitates processing refill requests by a different provider when necessary. The responding provider can be designated in either of the following ways:

Home Page: Add Responding Provider

Within the Rx Refill Reqs tab or the Rx Refill Requests home page widget, users will select multiple pharmacy refill requests and click 'Add Responding Provider.' The 'Responding Provider' window appears, allowing users to choose a provider from the dropdown and click the checkmark to save the selection. 

Chart Item: Add Responding Provider

The refill request provider is set by default on the pharmacy refill request chart item. Users can select an appropriate Responding Provider from the dropdown and click 'Update' to save the change.

For non-EPCS medication refill requests, all clinical EHR providers are available in the 'Responding Provider' dropdown. For EPCS medication refill requests, only clinical EHR providers with an EPCS identity are listed in the dropdown.