This enhancement streamlines patient communication by allowing users to send a TriMed Bridge portal message directly from an existing Quick Note. Previously, caregivers needed to manually document a Quick Note and then separately navigate to create a portal message—resulting in inefficiencies and no easy way to see the tie between the Quick Note and the outgoing communication. With the addition of the new Link Patient Message button within the Quick Note interface, users can now initiate and send a portal message in a single, connected workflow.

Once the Quick Note is saved, the Link Patient Message button becomes available. Selecting it opens the standard New Patient Message window, and upon sending, the message is automatically linked to the originating Quick Note. The system also inserts a notification indicating that a portal message was sent and automatically marks the Quick Note thread as Complete. To maintain clarity and prevent duplicate outreach, the button is limited to one linked message per note and becomes disabled after use. This update improves efficiency, strengthens documentation integrity, and ensures a clear, traceable connection between internal notes and patient communication.

In the patient portal, users have always been able to view discrete lab data—results that come over from an interface directly into the EHR. However, lab results are often uploaded to the EHR from outside sources as documents, and patients still need visibility into those as well.

With this update, lab result documents can now be included in the Lab Results area of the portal, making it easier for patients to find all of their lab results in one place—whether those results came from an interface or from an uploaded document. This feature is configured in Portal Admin>General>Site Setup>Portal Menus Section “My Results” click the box to show this option. 

We’ve introduced a new Save and Hold Slot feature to improve efficiency and prevent scheduling conflicts during appointment booking. When front office staff select an open time slot while scheduling an appointment, they can now click Save and Hold Slot to temporarily reserve that time while gathering additional information from the patient.

Previously, if another user clicked Book on the same time slot first, the appointment could be taken before the original scheduler completed the process. This enhancement ensures the selected slot is securely held during the booking workflow, reducing scheduling conflicts and supporting a smoother, more reliable front office experience.

The recommended workflow for booking an appointment is as follows: first, click on the desired time slot; then, select Save and Hold Slot to reserve it; next, complete the booking details on the appointment page; and finally, click Book to confirm the appointment.

We’ve introduced the ability to quickly repeat an existing order, making it easier to recreate previously placed orders without starting from scratch. With this enhancement, users can duplicate a prior order and generate a new one that carries forward the original order details.

This streamlined workflow reduces manual data entry, helps maintain consistency, and saves time when placing recurring or similar orders.

We’ve enhanced patient status management by introducing the ability to schedule when a patient will be marked inactive. When updating a patient’s status in Patient Details, users can now select “Mark Inactive On Date Set” to designate a future inactivation date.

This update supports compliance with dismissal policies and transfer-of-care regulations by allowing practices to align inactivation with required notice periods. It also provides time to collect outstanding balances and send dismissal or records transfer letters—without needing to manually revisit the patient record later. Simply set the date and the system will handle the rest, helping reduce administrative oversight and streamline front-office workflows.

A new setting allows users to select and save preferred units for specific vitals in the Vitals Flowsheet, including Birth Weight, Weight, Height, Head Circumference, and Temperature. The default units are pulled from Global Settings, but users can update them based on their preference. The selected units are saved at the user level and will persist across the Vitals Flowsheet.

A new Growth Chart Data Points option has been added to Chart Print. When selected, only the patient’s growth chart data points are included in the output. If Include Growth Chart Images is also selected, the growth chart images will print in addition to the data points.

Growth chart data points are now consolidated into fewer pages, reducing the total number of pages generated in Chart Print.

Immunization Counseling Scenarios can now be configured in Admin with specified Not Given Reasons.

For example, if a practice frequently counsels patients who decline vaccines for religious reasons, an administrator can create a predefined scenario in Admin and configure it as a checkbox within the note. This streamlines documentation by eliminating the need for the user to first select the counseling scenario checkbox, then open the Counseling page to manually choose the Not Given Reason.

A new 'Referral Appt Date' field has been added to the Referral chart item.

New options for No Show Correspondence and Visits Due Correspondence have been added under Inquiry > Communications.

The communications grid displays the date and time of the communication, communication type (Email, Text, or Portal Message), message content, recipient (email address, phone number, or Portal Manager), the staff user who sent the communication, and whether the message failed to send for any reason.

Double-clicking a row opens the message details. If a communication was sent via both email and text, double-clicking the row displays only the email message.