Portal Message Link on Quick Note
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.