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Improvement
a week ago

Portal Message Link on Quick Note

This enhancement streamlines patient communication by allowing users to send a TriMed Bridge portal message directly from an existing Quick Note. Previously, caregivers needed to manually document a Quick Note and then separately navigate to create a portal message—resulting in inefficiencies and no easy way to see the tie between the Quick Note and the outgoing communication. With the addition of the new Link Patient Message button within 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, and upon sending, the message is automatically linked to the originating Quick Note. The system also inserts a notification indicating 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 becomes disabled after use. This update improves efficiency, strengthens documentation integrity, and ensures a clear, traceable connection between internal notes and patient communication.