There are situations where practices need to review patient responses to appointment reminders. For example, if a patient selects an option to cancel, 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 in the Inbound SMS screen.

To enable this feature, navigate to RCM Admin > General Codes and 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, allowing practices to control the display order of sections within the My Records module on the patient portal.

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. 

AAP News: New codes pave the way for payment for immunization counseling when vaccines aren’t administered.

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.

To help practices manage high volumes of refill requests more efficiently, a new option is available to bulk approve or deny non-EPCS refill requests directly from the EHR.

Once the global setting 'Enable Bulk Approve and Deny for Rx Refills' is enabled, users can select multiple non-EPCS pharmacy and patient portal refill requests on the 'Review' page or related widgets and process them in bulk using 'Approve' or 'Deny' actions.

Bulk processing is not available for EPCS medications. Therefore, the checkbox for EPCS refill requests is disabled to ensure compliance.

Bulk Approve

When refill requests are selected, and users click 'Approve,' the system approves the requests, sends the refill prescriptions to the pharmacy, and refreshes the grid to display remaining pending refill requests. Patients are also automatically notified by text message when their refill request is approved.

Bulk Deny

When refill requests are selected, and users click 'Deny,' a 'Bulk Deny' window opens, allowing users to choose a denial reason. Once completed, the requests are denied, and the grid refreshes to show the updated list and the total number of pending refill requests. For portal refill request denials, patients are notified by a portal email. When refill requests are selected and ‘Deny’ is clicked, the denial action is initiated. The 'Bulk Deny' window appears, allowing users to select a denial reason. Then the Denial action completes, listing the pending refill requests with the updated count. For portal refill request denials, we send a portal notification email. 

Show Processing

When 'Bulk Approve' or 'Bulk Deny' is performed with 'Show Processing' enabled, users can visually track the processing status of the selected refill requests. While processing is in progress, the selection checkboxes for those records are disabled.

When processing is complete, users can click the refresh icon next to the 'Show Processing' label to update the grid and confirm.

The Forward eSend to New Pharmacy feature allows users to quickly redirect an electronic prescription when a pharmacy change is requested within 72 hours of the original eSend.

When a provider has already issued a prescription and a new pharmacy is needed, users can select 'Forward eSend to New Pharmacy' from the eSend options. The system automatically sends a cancel eRx request to the original pharmacy and moves the original medication to 'History.'

The 'Process Prescriptions' window opens with all medication details pre-filled, allowing users to select a new pharmacy, review the prescription information, and confirm the eSend—saving time and ensuring accuracy.

TriMed is excited to introduce the Predict API Rx Integration, a powerful enhancement that improves clinical efficiency by automatically identifying and suggesting appropriate medications based on the data entered in HPI (History of Present Illness) fields. This automation reduces manual entry, streamlines the prescribing workflow, and supports more accurate and consistent medication selection.

To enable this feature, please contact TriMed Support!

 Setup Requirements

This feature works in conjunction with existing template configurations.

Practices must have Plan Diagnosis Field Mapping set up under: Admin → Templates → Template Fields → Interfaces.

Once HPI field names are configured, entering data into those fields within a patient note and then clicking the 'Polish' icon (or clicking outside the control) will automatically trigger the Predict API Rx process.

The suggested medications are then displayed in the following locations:

Assessment & Plan > Rx Tab

Suggested medications are displayed directly within the Rx tab of the Assessment & Plan section.

Users can review details of any suggested drug and save the selected medication by clicking 'Done.'

Rx Tool – Find Drug

Within the note containing the HPI field, clicking 'Find in the Rx Tool' displays suggested medications in the 'Suggested Drugs' dropdown.

Users can select a suggested medication, view details, and save it directly from the tool.

New Rx

When opening the New Rx page, a 'Suggested Drugs' dropdown will appear.

Users can review medication details and save the appropriate drug directly from the page.

• Suggested medications appear on the New Rx page only when the Rx Start Date matches the Note Date that contains the HPI data.
• If multiple notes exist for the same date with different HPI entries, the system generates suggested medications based on the HPI data from all corresponding notes.

TriMed is introducing a new EHR option, the 'HPI/Plan Polish API,' designed to streamline workflows and improve the clarity of clinical documentation.

Once this feature is enabled, the related fields can be mapped by navigating to: Admin → Templates → Template Fields → Interfaces → Plan Diagnosis Field Mapping.

With this option enabled, providers can enter short phrases or notes into the HPI or Assessment & Plan fields and then click the polish icon.

The system will automatically convert those brief inputs into a more complete and polished narrative, saving time and improving documentation quality.

Assessment & Plan Example:

To enable this feature or learn more about how it works, reach out to our support team!

TriMed has introduced a new Manage Patient Insurance Cards page that displays all active insurance cards by default and provides options to edit an insurance card’s rank or mark it as inactive.

Clicking the Payor Type hyperlink displays insurance card details below the insurance plan details. Users can view, edit, sign, or delete the card details.

Clicking the Preview tab displays a copy of the insurance card. 

This page can be accessed by clicking View Ins Card on the Activity pages or the Insurance Card tab in Patient Details.