iTRUST
iTRUST
  • iTRUST
Table of Contents
iTRUST
  • iTRUST
    • iTRUST — iTRUST
GrabGrab
GrabGrab
  • 1. iTRUST User Manual
  • 2. Staff & Associate Topics
    • 2.1. Schedule an appointment for a new patient
    • 2.2. Schedule an appointment for an existing patient
    • 2.3. Add a new patient
    • 2.4. Search database for patient
    • 2.5. Patient Work Flow
    • 2.6. Patient Check In
    • 2.7. Update patient account details
    • 2.8. Direct text message patient
    • 2.9. Reply to text messages sent from a patient
    • 2.10. Personalize theme and background
    • 2.11. Refund an order
    • 2.12. Patient Profile upload / manage paper documents
    • 2.13. Set patient as inactive
    • 2.14. Add patient primary insurer information
    • 2.15. Securely email prescription link
    • 2.16. Manage a material order
    • 2.17. Selecting payment type for order
    • 2.18. Add and manage contacts to securely transmitted reports
    • 2.19. Add and manage contacts to securely transmitted lab orders
    • 2.20. Update patient date of payment
    • 2.21. Reschedule an appointment
    • 2.22. Run a KPI sales report for monthly, month to date, last month
    • 2.23. How to add tax to an order
    • 2.24. Run a day end payment report
    • 2.25. Run a month end payment report
    • 2.26. Run a KPI sales report for yearly, year to date, last year
    • 2.27. Delete unwanted exam
    • 2.28. Delete unwanted patient
    • 2.29. Add patient intraoffice notes / alerts
    • 2.30. How to create and send a eyeglasses lab order
    • 2.31. Create an order for exam services
    • 2.32. Create an order for contact lenses
    • 2.33. Where to find patient ID
    • 2.34. How to add VAT to an order
    • 2.35. Adjust Zoom level and font size
    • 2.36. Patient Intake Form Indicator / How to Resend the Link
  • 3. Doctor Topics
    • 3.1. Finalize multiple eyeglasses prescriptions
    • 3.2. Finalize multiple contact lens prescriptions
    • 3.3. Finalize exam
    • 3.4. Generate Customized Referral
    • 3.5. Generate and transmit Medical Rx (e-scribe)
    • 3.6. Exam form builder to manage exam default values
    • 3.7. Add customized eyeglasses doctor recommendations
    • 3.8. Securely fax patient prescription from exam form
    • 3.9. Securely email prescription link from exam form
    • 3.10. Copy refraction data in subtests
    • 3.11. Using Review of Systems
    • 3.12. Adding Multiple HPIs to chief complaint
    • 3.13. Manage/ Finalize RGP, RGP bitoric, RGP multifocal Ortho-K Hybrid Scleral Lenses
    • 3.14. Create, fax, download a contact lens trial
    • 3.15. View and import any previous exam findings
    • 3.16. Managing trial contact lens orders
    • 3.17. Add and manage contacts to securely transmitted lab orders
    • 3.18. Send reset password email
    • 3.19. Auto-fill exam findings, associated diagnosis and default plans
  • 4. Admin Topics
    • 4.1. Exportable and in-app finance report
    • 4.2. Set doctor reoccurring schedule
    • 4.3. Set doctor schedule out of office & closures
    • 4.4. Add Doctor Signature
    • 4.5. Set doctor special schedule
    • 4.6. Set store reoccurring schedule
    • 4.7. Set store schedule out of office & closures
    • 4.8. Set store special schedule
    • 4.9. Update and manage patient automated text message and emails
    • 4.10. Customize patient intake form
    • 4.11. Manage Patient Terms of Service / Agreements
    • 4.12. Filters in payments
    • 4.13. Add a new contact lens
    • 4.14. Customize header, footer data, and patient information for reports
    • 4.15. Add procedures into the Master List
    • 4.16. Manage eyeglass and misc item inventory
    • 4.17. Enter insurance payers
    • 4.18. Color code appointments / exam procedures to display in the calendar
    • 4.19. Manage Impression/Diagnosis in your database
    • 4.20. Manage and print barcode UPC for frame inventory
    • 4.21. Remove account access (make staff account inactive or reactivate)
  • 5. Billing Topics
    • 5.1. Claim Submission to Trizetto
    • 5.2. Print CMS-1500 Text File
    • 5.3. Post an insurance payment
    • 5.4. Posting Multiple Insurance Payments
    • 5.5. Bulk claim submission
    • 5.6. Change your Trizetto SFTP Password
  • 6. Super Admin Topic
    • 6.1. Add new user
    • 6.2. Assign store to user/doctor
    • 6.3. Unassign store to user/doctor
    • 6.4. Add new store
    • 6.5. Set up to a integrate Marco device
Download as PDF

2. Staff & Associate Topics

1. iTRUST User Manual
2.1. Schedule an appointment for a new patient

Schedule an appointment for a new patient
Schedule an appointment for an existing patient
Add a new patient
Search database for patient
Patient Work Flow
Patient Check In
Update patient account details
Direct text message patient
Reply to text messages sent from a patient
Personalize theme and background
Refund an order
Patient Profile upload / manage paper documents
Set patient as inactive
Add patient primary insurer information
Securely email prescription link
Manage a material order
Selecting payment type for order
Add and manage contacts to securely transmitted reports
Update patient date of payment
Reschedule an appointment
Run a daily report
Run a day end payment report
Run a month end payment report
Run a year end payment report
Delete unwanted exam
Delete unwanted patient
Add patient intraoffice notes / alerts
How to create and send a eyeglasses lab order

1. iTRUST User Manual
2.1. Schedule an appointment for a new patient

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment
Copyright © 2026 iTRUST — Powered by Manula.com