TriMed has incorporated features currently available within DMWeb to the Upload Document feature within a patient's chart. 

Order Search Provider

When users select a template for the Upload Document chart item, the system checks whether the template is set to Order Search Provider. If the selected template matches this condition, the system shows the Order Search Provider dropdown listing the provider names of the open orders (that are not results received).

Open Referral/Open Lab Orders Popup

Upon document upload, if the document type matches the referral/order document types set in Admin > Document Manager > Document Type and has an eligible referral/order, the system shows the Open Referrals/Open Lab Orders popup. Users can select a referral/lab order with which the document chart item will link.

Chart Item Popup

The system will display the Chart Items Linkage popup if a document does not qualify for the Open Referrals/Open Lab Orders popup. Users can select and link the document to the appropriate chart item. By default, the system displays chart items from the past month, but users can utilize the dropdown to filter by date range for more precise linking.