TriMed Complete has introduced a new feature called ‘TriMed Authenticate.’ This feature allows users to receive an MFA code via the TriMed Authenticate app on their cell phone rather than receiving a text or email.
Within Lot Management Admin a new 'Warning Threshold' option has been added.
By default, the system will warn the user when the quantity on hand falls below 10. However, a practice can now customize this threshold. If the practice enters a "Warning Threshold" count, the user will be alerted when the immunization inventory quantity drops below that specific number.
A new permission, 'Admin Module: Immunizations_Use Lot Management Scan Only,' has been created. By default this permission will be unchecked.
When the user scans the vaccine lot information, the system will automatically populate the Lot Number and NDC fields with the scanned data. If the scanned values in both the Lot Number and NDC fields contain at least four characters, the system will enable all lot management fields for manual edits.
On entry or edit mode, if the user manually removes the Lot Number or NDC Number to less than 4 characters, all fields will be cleared and they remain non-editable.
A new setting 'Disable patient ability to choose ‘None (Receive paper statements)' has been added to the Patient Portal Admin billing page under the Billing Site header.
When the setting is enabled, the Statement dropdown will exclude the ‘None (Receive paper statements)’ option and display only 3 options ‘Email & Text,’ ‘Email,’ and ‘Text’. The label will read: ‘This account is enrolled in paperless billing. Please contact the practice if you do not wish to receive paperless statements’.
Note:
If the ‘Disable patient ability to choose ‘None (Receive Paper Statements)’ setting is enabled but the patient setting was already set to ‘None (Receive paper statements),’ the dropdown will continue to show this option with the label: ‘To enroll in paperless billing, select how you would like to receive your notifications’.
Once the patient updates their selection, the ‘None’ option will no longer be available in the dropdown. At that point, the label will update to: ‘This account is enrolled in paperless billing. Please contact the practice if you do not wish to receive paperless statements’.
TriMed has added the ability to display Z-Scores on the Growth Chart by adding a 'Display Z-Scores' preference under Settings on the Growth Chart.
The Z-Scores will be displayed in the tooltips of the data points.
TriMed has added a new ‘Adjust Provider Labels’ section in Global Settings. This section allows users to customize provider-related terms like Provider, Prim Care Prov, and Referred By with a 30-character limit. The labels will replace the default terms.
The entered custom labels will replace the default terms in the following specific areas of the EHR pages:
The ‘Schedule Column Bookmarks’ feature enhances schedule visibility by providing up to four customizable data points per user, such as visit counts or insurance details, on the schedule page. Admins and users can configure labels, set threshold-based color rules for dynamic visual indicators, and view real-time updates in the Schedule View, Calendar View, and Patient Information sections.
TriMed has incorporated features currently available within DMWeb to the Upload Document feature within a patient's chart.
Order Search Provider
When users select a template for the Upload Document chart item, the system checks whether the template is set to Order Search Provider. If the selected template matches this condition, the system shows the Order Search Provider dropdown listing the provider names of the open orders (that are not results received).
Open Referral/Open Lab Orders Popup
Upon document upload, if the document type matches the referral/order document types set in Admin > Document Manager > Document Type and has an eligible referral/order, the system shows the Open Referrals/Open Lab Orders popup. Users can select a referral/lab order with which the document chart item will link.
Chart Item Popup
The system will display the Chart Items Linkage popup if a document does not qualify for the Open Referrals/Open Lab Orders popup. Users can select and link the document to the appropriate chart item. By default, the system displays chart items from the past month, but users can utilize the dropdown to filter by date range for more precise linking.
The Procedures control, previously only available in a note, is now available as a separate chart icon. This allows users to add CPTs, Test Codes, Injections, and Immunizations outside of a note.
If no primary note exists for the patient on the current date, when the 'Procedures’ popup opens, users can add procedure items—CPT, test codes, injections, and immunizations. A new note, 'Procedure Record,' will be auto-created in the chart. This note will contain only two controls: 'Procedure Place Control' and 'A&P Control.' The note will be linked to the current date’s appointment, and the procedure items added will be linked to it.
For example, a test code is added through the 'Procedure Template’ popup.
A new primary note, ‘Procedure Record,’ is created on the patient chart, with only the 'Procedure Place' control and the 'A&P control.' The test code lab order created is linked to the primary note, and the test code is displayed in the procedure place control.
If only one primary note exists for the patient on the current date and contains both the 'Procedure Place Control' and the 'A&P Control,' when the ‘Procedures’ popup opens and users add procedure items, the added items will be linked to the primary note.
For example, A CPT is added through the ‘Procedures’ popup.
The added CPT is included in the primary note controls.
If there is more than one primary note for the patient on the current date and the primary notes contain both the 'Procedure Place Control' and 'A&P Control,' a pop-up window will display the available primary notes. Users can select a primary note for which the procedure items - CPT, test codes, injections, and immunizations will be added from the ‘Procedures’ pop-up. The added items will be linked to the primary note.
For example, in the above note selection popup, the user selects the ‘Procedure Record’ primary note and adds an Injection through the ‘Procedures’ popup.
The added Injection is linked to the primary note and included in the primary note controls.
Within the EHR, under User Details, users can now set their Portal Message Display Name.
Logic
When a practice user sends a new message to the portal or replies to the patient, we display the ‘Portal Message Display Name’ on the portal message conversation grid.
