Appointment: New filters for Disposition, Superbill Status, and Booked By have been added.

Document: New filters have been added for Signed Status, Created By, Document Type, Patient eSign Status, and ICD Codes.

Insurance Card: New filters have been added for Signed Status, Created By and ICD Codes. 

Order: New filters have been added for Signed Status, Created By, Order Set, Order Status and ICD Codes. 

Patient Forms: New filters have been added for Signed Status, Packet, and Created By. 

Quick Note: New filters have been added for Signed Status, Created By and Type (Quick Nots, Advanced Msg - Incoming and Advance Msg - Outgoing). 

Referrals: New filters have been added for Created By, Auth Status, Response Status and ICD Codes. 

Work Order: New filters have been added for Created By, Disposition and Assignment. 

We’ve rolled out several improvements to the Chart Find module, including new search filters, ICD code search support, refreshed labels, and multiple usability fixes across various chart item types.

Deceased Filter

ICD Codes Filter: This filter allows users to enter multiple ICD codes separated by commas and supports partial-code searching. Each code must include at least three characters—for example, E11 and J45 are valid, while E1 and J4 are not.

Created By Filter for Chart Item Type = ALL: The filter defaults to Any, and the dropdown displays all users in FirstName LastName format, sorted alphabetically.

The Facesheet form, previously only available during Check-In, can now be sent to patients through additional areas. This allows patients to update their demographic information outside of an appointment and have it automatically uploaded to their chart.

1. Portal Notifications: A new hardcoded option labeled Facesheet has been added to the Patient Form dropdown. This allows practices to send the Facesheet at any time.  

2. New Appointment Form: Facesheet is now included at the top of the Patient Forms list when creating a new appointment form. Selecting it will load the Facesheet in the TriMed Forms app for completion.  

3. Spanish Auto-Send (If Enabled): If the practice has the Spanish Facesheet setting turned on, the Spanish version will be sent automatically based on the patient’s language.  

Users will now see a brand-new Patient Code filter on the Locate Patient tab, making it even easier to find the exact patient you’re looking for.

We’ve added a new search field to the Activity pages!

You can now quickly filter the list by entering a patient’s first or last name in the search bar on the left.

The Availability feature that previously existed only in Practice Management (PM) is now available in the EHR Schedule.

When an appointment slot has restricted availability (e.g., 2 Weeks Prior, 1 Day Prior), the same availability label displayed in PM will now also appear in EHR schedule views. This provides consistent visibility into when a slot becomes bookable, helping users avoid scheduling before the slot opens.

Note: The availability label is informational only and does not restrict booking patient appointments.

A new enhancement allows practices using Family Systems to easily apply “May Text” updates across siblings.

When the May Text field is changed from No Text or Patient to Guarantor on a patient’s record, a pop-up now appears giving users the option to:

Update All — apply the same “May Text” value to all siblings under the same guarantor.

Only This Patient — apply the change only to the selected patient.

This improvement streamlines updates for families and ensures communication preferences stay consistent across related patient records.

Exceptions: The pop-up does not appear if siblings already have “May Text = Guarantor” 

TriMed has added a new system rule to ensure proper spacing for live-virus vaccines, including MMR, Varicella, and live influenza (FluMist®). These vaccines may be administered on the same day; however, if given on different days, they must be separated by at least 28 days. If administered before the 28-day interval, the later dose is considered invalid. Please note: the four-day grace period does not apply to the interval between two live-virus vaccines.

Setup Required: To enable this functionality, go to Admin > Immunization > Influenza > FluMist CVX Codes and add the appropriate FluMist CVX codes.

How it Works: If a patient has received FluMist, and an MMR and/or Varicella vaccine is ordered within 28 days, the system will display a note alerting the user, as shown in the example below:

A new 'Delete SubNotes' option is now available under the More icon in a patient note. This feature allows users to remove SubNotes that were added accidentally.

Selecting 'Delete SubNotes' triggers a popup that lists all SubNotes that were added manually via right-click, Note top menu (Add Form or Add Merge), or the 'Quick Add' option.

Users can select one or more SubNotes to delete. Once confirmed, the selected SubNotes and their associated data are permanently removed from the patient note. This action cannot be undone.

The space from a removed SubNote will remain blank and is not automatically adjusted.

All deletions are recorded in the Audit Log, including the Patient Note Control IDs of the deleted SubNotes.

Within RCM Admin > Enterprise > Company, when the 'Show Unknown as option for Sex' option is enabled, a new setting called 'New Patient – Allow to Add Baby on the Way' is now available.

When this setting is enabled in Company settings, a checkbox appears during patient registration. Selecting this option will automatically pull the guarantor’s last name, assign the first name as 'Baby1,' default the gender to 'Unknown,' and leave the date of birth blank. Instead of a date of birth, users will enter a due date.

When the baby is born, the EHR user can update the patient’s information by entering the correct name, date of birth, and gender.