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 way for payment for immunization counseling when vaccines aren’t administered

To support this change, TriMed is introducing a new Counseling option within 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 acted upon by an alternate responding provider within the EHR. This allows refill requests to be processed by a different provider when needed. The responding provider can be set 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 can select multiple pharmacy refill requests and click Add Responding Provider. The Responding Provider window then appears, allowing users to choose a provider from the dropdown and click the checkmark icon to save the selection. 

Chart Item: Add Responding Provider

The refill request provider is defaulted 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 a high volume 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 from the Review page or related widgets and process them in bulk using Approve or Deny actions.

Bulk processing is not available for EPCS medications. As a result, checkbox selection for EPCS refill requests is disabled to ensure compliance.

Bulk Approve

When refill requests are selected and Approve is clicked, 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 via text message when their refill request is approved.

Bulk Deny

When refill requests are selected and Deny is clicked, 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 count of pending refill requests. For portal refill request denials, patients are notified via a portal email notification.When refill requests are selected and ‘Deny’ is clicked, it initiates the denial action. The Bulk Deny pop up appears for users to select a denial reason. Then the Denial action gets completed and grid lists the pending refill requests with the updated count. For portal refill request denials, we send 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, selection checkboxes for those records are disabled.

Users can click the Refresh icon next to the Show Processing label to update the grid and confirm when processing is complete.

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 sent 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 page then 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 your 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 your existing template configuration.

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

Once your 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

Notes:

• 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 called HPI/Plan Polish API, designed to streamline workflows and enhance 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 turned on, providers can enter short phrases or shorthand 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:

If your practice would like to enable this feature or learn more about how it works, feel free to 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. 

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

Tablet Icon – Arrival recorded by the patient using the 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 the 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 logging into the portal. For security, the link automatically expires after a configurable number of days.

See Feature Brief

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

See Feature Brief