TriMed introduces the ability to quickly access a patient’s insurance card document directly from the Insurance Details page, streamline the process of adding an insurance card chart item from the same view, and provides a convenient option to mark insurance cards as inactive—enhancing overall usability and workflow efficiency.

A new ‘Ins Card’ column has been added next to ‘Ins Plan’ in the Patient Details > Insurance tab, visible only for active plans.

Insurance cards appear as hyperlinks in the format ‘Payor Type – Date’, ordered by Primary, Secondary, and Other. The date reflects the upload date, or creation date if unavailable. If multiple active cards exist at the same rank, all are displayed.

Clicking the insurance card hyperlink opens the ‘Insurance Card’ chart item, where users can mark the card as inactive or update the information.

Clicking an active insurance plan now reveals a new ‘Patient Active Insurance Cards’ section at the bottom right of the screen, displaying all active cards for the selected rank.

Users can quickly mark a card as inactive without opening the chart item—once marked, it is removed from the section.

The ‘Add New Ins Card’ button opens a new Insurance Card chart item where the user can upload a copy of the card or send a link to the patient to upload a copy of the card. 

When payor and policyholder details are entered in the Insurance Card chart item, clicking ‘Insurance Details’ opens the Patient Details page. Now, when the patient’s relation to the policyholder is changed from ‘Self’ to ‘Child,’ ‘Spouse,’ or ‘Other,’ the Policy Holder Info auto-populates accordingly—previously, these values were not defaulted.