iTRUST Case Study – Large Multi-State Group Migration

iTRUST Case Study – Large Multi-State Group Migration

How Multi-Location Groups Upgrade From Rev to iTRUST for Faster Reporting & Seamless Scaling

Overview

A large, multi-state eye-care group transitioned from Rev after years of slow development timelines, expensive custom reporting, and inconsistent workflows across their network. With dozens of providers and locations, they needed a platform that was ready out of the box, required far less customization, and could support rapid integrations without disrupting clinical operations.

⚡ Challenge

Before switching, the group faced:

1. Reporting That Required Constant Custom Development

The group relied heavily on custom-built dashboards just to track basic KPIs. That meant:

  • Long turnaround times
  • High fees
  • Version mismatches across locations
  • Manual spreadsheets filling in the gaps

Leadership could not get a unified, real-time view of performance across states.

2. Slow Enhancements That Delayed Growth

Any workflow change — clinical, billing, optical, scheduling — required long vendor wait times. Even small adjustments took months, which slowed down:

  • Standardizing operations
  • Opening new locations
  • Training new staff
  • Improving patient flow

3. Fragmented Workflows Across the Network

Because the system wasn’t built for multi-location scale, the group dealt with:

  • Repeated data entry
  • Slower clinic workflows
  • Claims issues due to inconsistent processes
  • Difficulty training teams across different regions

They needed something cleaner, faster, and more scalable.

🚀 iTRUST Solution

iTRUST replaced Rev with a unified platform built to support multi-location, multi-state organizations.

1. Out-of-the-Box Reporting

iTRUST includes 80+ built-in reports covering:

  • Revenue
  • Provider productivity
  • Optical KPIs
  • Capture rate
  • Insurance aging
  • Growth trends
  • Location-level performance

No custom development. No delays.
Everything was available immediately.

2. Fast, Efficient Custom Integrations

When customizations were needed, iTRUST delivered them:

  • In days or weeks, not months
  • With clear timelines and zero-downtime deployments
  • Fully aligned with each location’s operational flow

The group integrated labs, inventory vendors, billing pipelines, and HR systems in just over a month.

3. Unified Workflows That Reduce Training Time

iTRUST streamlined operations across all states:

  • Faster charting
  • Cleaner optical checkout
  • Billing directly tied to clinical data
  • More accurate claims
  • A single workflow for all locations

New staff trained 40–60% faster because the system was consistent everywhere.

📈 Results Within 90 Days

  • Zero downtime during go-live
  • 60–70% reduction in reporting and customization costs
  • Real-time dashboards for all locations
  • 12–18% faster insurance turnaround
  • More accurate data across the network
  • Reduced workload for staff and managers
  • Stronger operational consistency across states

The organization finally had a system that kept up with their growth.

💡 Why This Case Study Works for Any Large Multi-State Group

Any group managing multiple states, clinics, and providers understands the pain of:

  • Slow custom development
  • High reporting costs
  • Inconsistent workflows
  • Difficulty opening new locations
  • Lack of real-time visibility

iTRUST solves all of that with speed, clarity, and built-in capabilities that require far less customization.