Some patients prefer not to have their data shared with registries or other third parties that a practice may participate in. To support this, a new option—Never include in Data Export—has been added to Patient Registration.

When selected, the patient’s data will be excluded from third-party data exports. This setting is also visible in the patient chart under the Demog-OtherInfo widget, making it easy for staff to view a patient’s data-sharing preference.

A Sort Order option has been added to Admin > Document Manager > DM Template screen.

Selecting Sort Order opens the Document Manager Template Sort Order window, where all templates are displayed in ascending order by default. Users can easily rearrange templates using the Move Up and Move Down arrows, then select Save to apply and retain the updated order.

Templates are now displayed according to the admin-defined sort order on the Upload Document page, Saved Document Chart Item page, and DM Web Preview page.

The insurance plan effective begin date is now displayed alongside the insurance name on all Activity pages. If the effective begin date is more than 365 days old, the date will be highlighted in red to help quickly identify potentially outdated insurance information.

Quick Rx has been enhanced with a new History (H) icon that provides direct access to medication details and history. The H icon appears on signed medications and includes a tooltip, “Click here to view Preview/Hx.” Selecting the icon opens the medication in the Preview/Hx tab by default.

Medication history tracking has also been expanded to include Renewed and Continued actions. The Status column now displays Stopped, Continued, and Renewal Received, along with the associated dates (MM/DD/YYYY).

In addition, Renew Date and Stopped indicators are now consistently shown in both ManageMeds Basic and Advanced views, ensuring accurate and unified medication status visibility.

TriMed introduces a new option for managing Vaccine Information Statements (VIS) to help practices stay current with minimal effort. A new selection, TriMed Complete Standard, is now available within Immunization Admin. When selected, VIS fields are simplified to a dropdown that allows users to choose the appropriate VIS type and date from a TriMed-maintained list of standardized VIS documents. While TriMed manages and updates the available VIS documents, practices remain in control of selecting the appropriate VIS for each vaccine.

The EHR now display the sender’s username (FirstName LastName) next to the date and time for text/email messages—everywhere timestamps appear—so it’s easier to see who sent each message at a glance.

A new Show Specimen option and specimen dropdown have been added, allowing practices to replace free-text specimen entry with a standardized list.

To configure this feature, go to EHR Admin → Orders → Test Codes. A new 'Show Source' checkbox is now available, along with a Source field and down arrow for adding selectable values. A 'Source Associated with Test' section displays all configured source options for that test.

Source: Enter the desired source text, then click the down arrow to add it as a new entry. Each entry supports up to 50 characters.

Source Associated with Test: This section lists all added source values. Each value will appear as an option in the specimen dropdown within the Lab Order UI.

When this feature is enabled, and a user adds a test code to a patient record, the system will automatically default the specimen dropdown if only one Specimen Source exists. If multiple sources are available, the user can select from the dropdown list.

We have added a new user setting, 'Show Cancellation Reason,' to the Chart View preferences. When enabled, the cancellation reason will appear next to the Cancelled disposition in the chart tree.

When adding insurance to a patient, a new 'Check Eligibility on Save' option is now available. This option is checked by default, allowing the system to automatically verify insurance eligibility upon saving.

Clicking the Insurance hyperlink on the Activity page opens the selected insurance plan details on the Insurance Plan tab within the Patient Details page.

Additionally, the View button has been updated to display 'View Ins Card.' If an Insurance Card chart item exists for the patient but no scanned copy of the card has been uploaded, the button will instead show 'Pending Upload.'