A new Hide Columns option within DM Web > Settings allows each user to customize their grid view by hiding columns they do not use.
When columns are hidden, the remaining columns automatically expand to fill the available space. Each user’s selections are saved individually.
TriMed has introduced a Case Communication Access setting that allows practices to control how case communications are shared with users. Users will have two options:
When Practice Level is enabled:
When User Level is enabled, case communication access can be controlled at the individual user level.
This provides practices with flexibility to either maintain the existing practice-wide communication workflow or limit case communications to specific users.
A new Global Setting has been added to reconcile all same-day appointments when one appointment is reconciled.
When enabled, reconciling one appointment will automatically apply the same reconciliation logic to all other appointments for that patient with the same Date of Service (DOS).
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.
