The eligibility indicator has been updated to identify issues with a patient’s secondary insurance.
A blue indicator will now alert staff when the secondary insurance plan requires attention, even when the patient’s primary insurance is eligible.
When multiple ICDs are included in a single plan, a new Sort ICD option is available within the Assessment & Plan control.
Click Sort ICD to reorder the diagnoses. Highlight an ICD and use the arrows to move it to the desired position. Once the ICDs are in the preferred order, click Save to apply the changes.
We’ve updated our Tdap recommendation logic to better support the CDC catch-up schedule.
For patients age 7 or older with fewer than four valid DTaP doses, the Tdap Recommended Age is now set to age 7. When four or more DTaP doses are documented, the recommendation evaluates the age at which those doses were administered—including whether the fourth dose was given at age 4 or older—to determine the appropriate Tdap timing.
This update provides more accurate recommendations for patients with incomplete or delayed DTaP vaccination histories.
Department color-coding is now available in Schedule Settings Admin.
Use Department Color Settings to assign colors to department labels in schedule views. This helps staff quickly identify locations and see which department a provider is working in.
TriMed has added a Preview option that allows staff to view a blank/static version of patient forms and distributed documents in a new browser tab before sending or publishing them across various EHR pages.
The Disposition feature is now available for Patient Notes.
To update a Patient Note’s Disposition, open the note and select the Info tab.
The selected Disposition appears in both the Chart Tree and the Chart Items widget.
The Check-In feature now allows practices to require patients to acknowledge an important message during the check-in process.
Admin Setup
A new Patient Acknowledgement Alert section is available in Check-In Admin. Practices can:
Patient Experience
During check-in, the patient sees a separate acknowledgement page displaying the practice’s message. The patient must turn on the acknowledgement toggle before the Next button becomes available.
The patient’s acknowledgement is recorded in the Check-In details in the EHR.
We’ve introduced a new scheduling enhancement that provides greater visibility into the billing and reconciliation status of appointments directly from the schedule view. A new global setting in System Setup > Indicate Appointments with Unreconciled Charges allows practices to visually track where appointments are within the billing workflow using color-coded status indicators.
When enabled, appointment colors will update based on billing activity. A custom color, such as light yellow, indicates no Superbill has been created; another custom color, like light blue, could indicate a Superbill exists but charges have not yet been posted; and grey indicates charges have been posted or the appointment has been manually reconciled. When the setting is disabled, the system follows the standard workflow where appointments marked as 'Kept' immediately display in grey. This enhancement helps practices more easily identify appointments that may still require billing follow-up while improving visibility into reconciliation activity throughout the day.
With TriMed Connect, a new Schedule Send option has been added to the New Message screen, allowing users to schedule messages to be sent at a future date and time instead of sending them immediately.
When the user clicks Send, the system will validate that the selected date and time are later than the current date and time. If the scheduled date and time are in the past, users will be prevented from scheduling.
Messages will remain in the Scheduled menu until their scheduled send date and time are reached.
Users can delete a scheduled message before it has been sent by clicking the delete icon in the scheduled menu.
TriMed Complete introduces a new Standard Preference: “Require approval on immunization ordered before due date.” When enabled, an immunization ordered before the due date or outside the patient's recommended schedule will display a pop-up that must be acknowledged before the order can be completed. This feature reduces the risk of unintended vaccine administration and ensures deliberate clinical decision-making when deviating from standard recommendations.
To enable, navigate to Admin > Standard Preferences > Standard Preferences > Immun/Injection.
In the example below, an MMR and Varicella immunization is ordered for an 8-month-old, even though the minimum age for those vaccines is 12 months.
The Vaccine Warning pop-up will display the earliest available date for each vaccine.
To proceed, users will be required to select the checkbox and click 'Ok.' An optional comment can be entered in the textbox. Clicking 'Cancel' will remove the ordered vaccines.
If immunizations within normal limits were ordered alongside immunizations outside the recommended guidelines, clicking 'Cancel' will only cancel the immunizations outside the recommended guidelines.
The approval is logged as an annotation, which can be viewed under the pin icon.
