We’ve enhanced eligibility visibility in the EHR to provide clearer insight into insurance coverage and benefit details. This update introduces improved filtering capabilities, aligns more closely with PM workflows, and makes it easier for users to review and navigate eligibility information.

In addition, the insurance plan grid now highlights key indicators directly in the Eligibility Last Check and Eligibility Status columns. When attention is needed, these fields will appear in red, helping users quickly identify records that may require follow-up. Active coverage status is also included, giving users a more complete view at a glance. Together, these improvements support faster review, better visibility, and more efficient eligibility management.

We’ve enhanced the ability to share insurance information among family members by introducing a more flexible Copy Insurance workflow. Users can now copy insurance from one family member to another with greater control.

This improvement supports more accurate and efficient management of family insurance records, especially when updating or adding new plans. By enabling users to copy, this feature helps streamline workflows and maintain cleaner, more organized patient insurance data. This feature is found within patient details under the insurance tab labeled 'Copy Insurance.'

We’ve enhanced immunization documentation by adding structured diluent lot tracking for vaccines that require reconstitution prior to administration, such as MMR, Varicella, ProQuad, and ActHIB. This update introduces diluent lot tracking on the Lot Management screen and new diluent documentation fields on the Immunization Detail screen, providing clinical staff with a clearer, more consistent way to capture this information during vaccine administration.

By prompting users to document the specific diluent used, this enhancement supports more complete immunization records and improves traceability within the patient chart. The result is a more streamlined documentation workflow for vaccines that require reconstitution, while helping practices maintain thorough and organized vaccine administration records.

Feature Brief

TriMed introduces a new way to capture and display appointment-related comments to improve clarity and consistency across workflows.

A new Lookup List is available under Admin > Lookup List – Appointment Disposition Comment, allowing admins to define predefined comment options for appointments.

A Comments field has been added below the Status field on the Appointment Chart Item. This field is available for all appointment statuses, allowing users to enter free text or select from predefined comments.

Comments are now displayed alongside their corresponding appointment status in the chart tree, making it easier to review and understand the appointment context at a glance.

We’ve enhanced the appointment-booking experience to provide greater visibility into a provider’s full schedule during the booking process. Users can view both available and already-booked appointments directly on 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 coordinate appointments more efficiently and streamline the booking process.

We’ve enhanced BMI percentile reporting to incorporate Extended BMI data for children and adolescents, aligning with the CDC's expanded guidance. 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 in 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. To inactivate the patient without additional steps, click the blue 'Mark Inactive Now' button.

Users can apply predefined templates and scenarios 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 histories, identify applicable well-child CPT codes, and calculate the next-due visit date 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' removes 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 letting users send a TriMed Bridge portal message directly from an existing Quick Note. Previously, caregivers had to manually document a Quick Note and then separately navigate to create a portal message—causing inefficiencies and making it hard to see the link between the Quick Note and the outgoing communication. With the new Link Patient Message button in 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. After sending, the message is automatically linked to the originating Quick Note. The system also inserts a notification 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 is disabled after use. This update improves efficiency, strengthens documentation integrity, and ensures a clear, traceable connection between internal notes and patient communication.