TriMed has introduced a Case Communication Access setting that allows practices to control how case communications are shared with users. Users will have two options:

• Practice Level
• User Level

Practice Level

When Practice Level is enabled:

• All users will have access to TriMed Connect case communications.
• When TriMed Support replies to a case, the response will be available to all users through TriMed Connect.
• Email notifications will continue to be sent based on the existing workflow.

User Level

When User Level is enabled, case communication access can be controlled at the individual user level.

• When a user creates or sends a message to TriMed Support, the logged-in user will automatically be selected as the default recipient for case communications.
• The user can add additional users who have TriMed Connect enabled.

• Only the users selected for Case Access will receive TriMed Support replies through TriMed Connect.

• This allows a case conversation to be limited to a single user or shared with multiple selected users.
• Email notifications will be sent to the email address associated with each selected user’s account.
• Users can add or remove other eligible users from the case communication access list as needed.

This provides practices with flexibility to either maintain the existing practice-wide communication workflow or limit case communications to specific users.