We’ve enhanced the appointment booking experience to provide greater visibility into a provider’s full schedule during the scheduling process. Users can view both available and already booked appointments directly within the booking search screen, eliminating the need to navigate away to check existing schedules.

This supports more informed scheduling decisions, especially for practices with specific workflows or rules around visit types. By having a complete view of the provider’s day in one place, staff can more efficiently coordinate appointments and streamline the booking process.

We’ve enhanced BMI percentile reporting to incorporate Extended BMI data for children and adolescents, aligning with expanded guidance from the CDC. This update introduces more granular data for higher BMI values, allowing clinicians to better assess and monitor patients with elevated BMI using growth charts.

With this enhancement, higher BMI ranges are represented with greater detail and clarity within the growth chart view, supporting more informed clinical evaluation. Growth charts can be accessed directly from the patient chart using the growth chart icon, making it easy to visualize and interpret these updated metrics as part of routine care.

We’ve enhanced the patient inactivation process to better support common administrative workflows within medical practices. When a patient is marked inactive from Patient Details within the chart, a new pop-up now provides guided options to help complete related tasks in a single, streamlined step. If you are simply wanting to inactivate the patient with no additional steps, you can click the blue button “Mark Inactive Now.”

Users can apply predefined templates and scenarios that allow them to add patient codes, set a future inactivation date, send templated SMS or email communications, notify internal teams, and document the reason for inactivation. These templates can be configured under Admin > Practice Admin > Patient Inactivation Reasons, giving practices flexibility to standardize processes. This update helps ensure important steps are consistently completed while improving efficiency during patient inactivation.

Keeping patients on track with preventive care has traditionally required staff to manually sift through charge history, identify applicable well-child CPT codes, and calculate the next due visit against AAP guidelines — a process that is both time-intensive and prone to oversight.

TriMed EHR now includes a dedicated Preventive Visit option to streamline this workflow. This option analyzes each patient's charge history and, using milestone and annual visit schedules published by the American Academy of Pediatrics, automatically determines when the patient's next well-child visit is due. When scheduling a well-child appointment, staff may receive an alert if the patient is not yet eligible for their next visit. This option also surfaces visible indicators directly in the workflow when a patient has fallen behind on their preventive schedule, helping clinics proactively close care gaps and keep patients aligned with recommended wellness timelines.

Enhancements have been made to the Assessment & Plan (A&P) Control section to streamline the prescription-writing workflow and simplify medication entry. A new New Prescription button has been introduced, allowing users to quickly begin entering a prescription directly from the A&P Control area. The button remains visible even when prescriptions already exist, ensuring users can easily add additional medications as needed.

Additional improvements introduce clearer action controls when managing prescriptions. Users can Save a prescription without refreshing the page, or choose Save & New to save the current entry and immediately open a new prescription form. The Cancel option clears all fields without saving, while Delete allows removal of prescriptions that have not yet been signed. Signed prescriptions remain protected from deletion. These updates reduce unnecessary steps and create a more efficient, intuitive prescribing workflow within the patient chart.

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.