We’ve enhanced the Audio Scribe workflow by adding a new Preventative Visit checkbox directly within the recording pop-up. This gives providers a quick and convenient way to identify a visit as preventative at the time documentation begins, without needing to navigate through additional selections later in the workflow.

This enhancement is especially helpful in workflows where visit type may not always be determined in advance or can vary during the encounter. By allowing providers to designate preventative visits on the fly from the Audio Scribe start screen, the documentation process becomes more streamlined and flexible while supporting more efficient visit setup and note generation.

We’ve enhanced Disclosure History within Chart Maintenance to provide more detailed visibility into patient information disclosures. Instead of only recording that a chart print or export occurred, the system now captures the specific chart components that were included, helping staff more easily review and track disclosure activity.

Disclosure History entries can now include details such as patient notes, documents, insurance cards, medications, and selected date ranges used during the export process. To improve usability, summary labels are used for larger categories while still maintaining meaningful detail. Users can also manually add disclosure tracking entries directly from the Disclosure History tab using the new Track Disclosure option. These enhancements provide a clearer, more comprehensive audit trail and make it easier for staff to report and review disclosure activity directly within the patient chart.

The Referral Tracker and Referral Tracker Search widgets now include a new Referral Appt Date column positioned next to the existing Date column, displaying the Referral Appointment Date from the associated referral chart item.

We’ve introduced Note Dictation to provide a more flexible and efficient way for providers to document patient encounters in a single step. This feature allows users to record one comprehensive dictation before, during, or after a visit, making it easier to capture complete clinical context without needing to move through multiple note sections manually.

Using AI-powered structuring, the system organizes the dictated content into the appropriate areas of the clinical note, helping reduce manual data entry and support more natural documentation workflows. This enhancement allows providers to document more efficiently while maintaining accurate, thorough records and keeping greater focus on patient care.

Feature Brief

We’ve enhanced DM Web to streamline document processing with AI-powered summarization and automated tagging capabilities. Incoming faxes and documents can now generate a short summary to help users quickly understand the contents, while the system can also automatically identify the patient, assign the document type, and mark the item as Ready for upload to the patient chart. 

When a document is marked Ready, users can upload it directly to the patient chart by selecting the document row and clicking Upload Tagged Files. This process can also be completed in bulk for multiple documents at once, supporting a more efficient workflow for high-volume document management. Practices can choose to enable summarization, auto upload preparation, or both through System Setup > Lookup Lists > Document Types, using the Textract dropdown to configure preferences. The standard preference for the user will also need to be turned on. *There may be an additional fees for this feature.  

Feature Brief

We’ve added Quick Note Disposition to improve visibility and tracking for Quick Notes that may remain open while awaiting follow-up or additional information. Users can now assign a disposition directly on the Quick Note, making it easier to understand the current status at a glance from the note, chart tree, and Chart Items widget.

Disposition options are managed under Admin > System Setup > Lookup Lists > Quick Note Disposition, where practices can create active disposition items with names and descriptions. When creating or updating a Quick Note, users can select an active disposition, enter a custom value, or clear an existing disposition. Once saved, the selected disposition and date/time are displayed with the Quick Note and reflected throughout the chart for improved workflow visibility.

We’ve enhanced eligibility visibility in the EHR to provide clearer insight into insurance coverage and benefit details. This update introduces improved filtering capabilities, aligns more closely with PM workflows, and makes it easier for users to review and navigate eligibility information.

In addition, the insurance plan grid now highlights key indicators directly in the Eligibility Last Check and Eligibility Status columns. When attention is needed, these fields will appear in red, helping users quickly identify records that may require follow-up. Active coverage status is also included, giving users a more complete view at a glance. Together, these improvements support faster review, better visibility, and more efficient eligibility management.

We’ve enhanced the ability to share insurance information among family members by introducing a more flexible Copy Insurance workflow. Users can now copy insurance from one family member to another with greater control.

This improvement supports more accurate and efficient management of family insurance records, especially when updating or adding new plans. By enabling users to copy, this feature helps streamline workflows and maintain cleaner, more organized patient insurance data. This feature is found within patient details under the insurance tab labeled 'Copy Insurance.'

We’ve enhanced immunization documentation by adding structured diluent lot tracking for vaccines that require reconstitution prior to administration, such as MMR, Varicella, ProQuad, and ActHIB. This update introduces diluent lot tracking on the Lot Management screen and new diluent documentation fields on the Immunization Detail screen, providing clinical staff with a clearer, more consistent way to capture this information during vaccine administration.

By prompting users to document the specific diluent used, this enhancement supports more complete immunization records and improves traceability within the patient chart. The result is a more streamlined documentation workflow for vaccines that require reconstitution, while helping practices maintain thorough and organized vaccine administration records.

Feature Brief

TriMed introduces a new way to capture and display appointment-related comments to improve clarity and consistency across workflows.

A new Lookup List is available under Admin > Lookup List – Appointment Disposition Comment, allowing admins to define predefined comment options for appointments.

A Comments field has been added below the Status field on the Appointment Chart Item. This field is available for all appointment statuses, allowing users to enter free text or select from predefined comments.

Comments are now displayed alongside their corresponding appointment status in the chart tree, making it easier to review and understand the appointment context at a glance.