iTRUST
iTRUST
iTRUST
Table of Contents
iTRUST
iTRUST
iTRUST — iTRUST
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
3.11.
Using Review of Systems
3.10.
Copy refraction data in subtests
3.12.
Adding Multiple HPIs to chief complaint
3.10.
Copy refraction data in subtests
3.12.
Adding Multiple HPIs to chief complaint
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