TriMed has added the ability to link a DM Web document to chart items like Appointments, Patient Notes, Orders, Results, Prescriptions, Referrals, etc.

When users click the ‘Continue’ button on the ‘DM Web’ feature with the ‘Open Chart and Preview before Upload’ checkbox selection, the patient’s chart opens, and the document appears. At the top of the document, the system will show the new ‘Link and Add to Chart’ button.

Once users click the ‘Link and Add to Chart’ button, the 'Chart Items' popup will open with the default date filter set to one month. The popup will display the following columns: Date, Chart Item, Type, Provider, a selection checkbox, and the 'Continue,' 'Upload Without Link,' and 'Cancel’ buttons.

Users can manually change the date filter option based on which chart items show on the popup. 

When users select the checkbox and click the ‘Continue’ button, the document will be linked to the selected chart item.