We’ve introduced a new scheduling enhancement that provides greater visibility into the billing and reconciliation status of appointments directly from the schedule view. A new global setting in system setup, Indicate Appointments with Unreconciled Charges, allows practices to visually track where appointments are within the billing workflow using color-coded status indicators.

When enabled, appointment colors will update based on billing activity: a custom color such as light yellow indicates no superbill has been created, another custom color like light blue could indicate a superbill exists but charges have not yet been posted, and grey indicates charges have been posted or the appointment has been manually reconciled. When the setting is disabled, the system follows the standard workflow where appointments marked as kept immediately display in grey. This enhancement helps practices more easily identify appointments that may still require billing follow-up while improving visibility into reconciliation activity throughout the day.

Feature Brief

With TriMed Connect, a new Schedule Send option has been added to the New Message screen, allowing users to schedule messages to be sent at a future date and time instead of sending them immediately.

When the user clicks Send, the system will validate that the selected date and time are later than the current date and time. If the scheduled date/time is in the past, you will be prevented from scheduling.

Messages will remain in the Scheduled menu until their scheduled send date and time are reached.

Users can delete a scheduled message before it has been sent by clicking the delete icon in the scheduled menu 

TriMed Complete introduces a new Standard Preference “Require approval on immunization ordered before due date.” When enabled, an immunization that is ordered before the due date or outside the recommended schedule for the patient will receive a pop-up that must be acknowledged before the order can be completed. This feature will help reduce the risk of unintended vaccine administration and ensure deliberate clinical decision-making when deviating from standard recommendations.

To enable, navigate to Admin>Standard Preferences>Standard Preferences>Immun/Injection tab:

For example, an MMR and Varicella immunization is ordered for an 8 month old when the minimum age is set for 12 months for those vaccines.

The Vaccine Warning pop-up will display showing the earliest available date for each vaccine that was ordered early.

To proceed, users will be required to check the checkbox and click Ok. An optional comment can be entered in the textbox. Clicking Cancel will remove the ordered vaccines.

If immunizations within normal limits were ordered alongside immunizations outside the recommended guidelines, clicking Cancel on the pop-up will only cancel the immunizations outside the recommended guidelines.

The approval is logged as an annotation which can be viewed under the pin icon.

TriMed has added a new Mother’s Maiden Name field to the Guarantor Information section for practices that use the Family System.

When the Family System is enabled, users can now enter a mother’s maiden name by navigating to Patient Details > Guarantor > Guarantor Info. The field accepts up to 30 characters.

Additionally, a setting has been added to Check-in Admin allowing practices to capture this information from parents during the check-in process.

For practices that do not use the Family System, no changes have been made—the field will remain hidden, and your current workflow will continue as usual.

This enhancement provides an additional place to capture important guarantor information for practices that need it, while keeping the interface unchanged for everyone else.

We’ve made it easier to build recurring schedules with a new Copy From option in Monthly View > Add Template.

After selecting a Provider/Resource and Template, you can now copy matching schedule templates from a previous month into the currently selected month. Simply choose the Month and Year you want to copy from, and the system will automatically load any matching schedules.

If no matching schedules are found, you’ll receive the message: 

“No schedules were found for the selected month and template.”

To help protect your work, you’ll also be prompted before replacing templates that are already loaded. If you select a different source month after loading templates, you’ll see the following message:

“Changing the month will replace the currently loaded templates, and the current changes will not be saved. Do you want to continue?”

• OK replaces the currently loaded templates with those from the newly selected month.
• Cancel keeps your existing templates and leaves the previously selected month unchanged.
  
  

This enhancement makes it faster and easier to create recurring schedules while helping prevent accidental loss of unsaved changes.

We've enhanced widget visibility by introducing an Include Pending Documents option for the Unsigned Items, Chart Items, and Practice Widget Review widget types. This new setting gives practices flexibility in determining whether pending documents should be included in widget results, helping teams better monitor document workflows and outstanding tasks.

A new checkbox labeled Include Pending Documents is now available within the widget configuration settings. By default, this option is unchecked, maintaining existing behavior and excluding pending documents from widget results. When enabled, pending documents will be displayed alongside other applicable items within the selected widget. This enhancement provides users with additional control over document visibility and helps ensure important pending items can be easily identified and reviewed when needed.

We’ve enhanced pediatric growth charting by introducing Weight Gain Velocity Z-Scores, providing clinicians with additional insight into a child’s rate of weight gain during the first two years of life. While traditional growth charts remain valuable for tracking overall growth patterns, this enhancement adds standardized WHO-based velocity metrics that help clinicians evaluate growth trends between visits and monitor developmental progress more closely.

When enabled in the Growth Chart settings, Velocity Z-Score (Vel Z-score) and Velocity Percentile (Vel Pct) are displayed directly within growth chart tooltips, offering a quick view of weight gain velocity alongside existing growth data. Color-coded indicators help users quickly interpret results, while calculations are automatically applied when appropriate based on patient age and visit intervals. This enhancement provides a more detailed view of early childhood growth patterns and supports informed clinical decision-making during critical developmental stages.

We’ve introduced Physical Exam Default Configuration to give providers more flexibility in how physical exam findings are documented. This enhancement allows providers to choose whether to use predefined default exam findings, customize those defaults to better match their preferences, or opt out so that only findings specifically documented during the visit are included.

By supporting different documentation styles, this feature helps create a more personalized and efficient workflow for clinical note entry. The result is a more adaptable approach to physical exam documentation that can better align with individual provider preferences while supporting consistent and streamlined charting.

Feature Brief

We’ve introduced Published Forms, a new way to securely distribute and collect forms from external participants such as parents, caregivers, teachers, and other non-clinical contacts. Practices can now send forms electronically through email or text message on the info tab of the form, allowing recipients to complete and submit forms through a secure link that automatically returns the completed information directly to the patient chart.

Published Forms help streamline workflows by reducing manual distribution, collection, and upload processes while improving visibility into outstanding forms. Non-submitted forms are tracked within the patient chart, and completed forms are automatically linked to the patient record upon submission. Additional security measures, including date-of-birth verification and configurable link expiration settings, help protect patient information while maintaining a convenient user experience. This enhancement can be selected in Admin>Patient Forms>Patient Forms under the more settings area and supports faster turnaround times, improved documentation organization, and a more efficient process for managing externally completed forms.

Feature Brief

A new Save to Family History option has been added when creating a Problem List item for patients who have sibling relationships configured in the system.

What’s New

• Added a Save to Family History option under the Save menu when adding a Problem List item.
• The option is available when the patient has one or more siblings associated with their record.

Behavior

* Selecting Save to Family History opens a pop-up window where users can choose which family members should receive the diagnosis in their Family History.

* The Relationship field automatically defaults to Sibling.

* Once saved, the selected Problem List item is added to the Family History section of the chosen sibling’s chart.

This enhancement streamlines documentation by allowing users to quickly add relevant family history information across related patient records.