Trip Assistant supports two dispatching options to help you manage your operations: integrated (digitized) and manual (non-digitized) dispatching.
This article will walk you through how both options work so that you can begin dispatching drivers to complete their scheduled trips.
Integrated Dispatch Solution
If your business uses an integrated dispatch solution (also referred to as digitized), you can seamlessly send trips from Trip Assistant to your dispatch software. The two systems will communicate directly, and Trip Assistant will automatically update trip statuses and other trip information based on the information received from your dispatch software.
In the left side menu, in the New Trips section under Trips, you will see a breakdown of trips by different time ranges. You can view your trips by clicking on the pre-selected ranges or by navigating to All Trips to see your entire list of trips. You will also have the ability to filter your trips by using the date range selection.
Select your trips by clicking the box next to each trip. The box will turn blue when selected.
To select all of your trips, check the box in the header row, and all trips in this list will be selected.
Once your trips are selected, click on Dispatch Trips in the upper right hand corner. Your trips will be sent to your dispatch software, along with all relevant information for your drivers.
Trip Assistant will automatically update the statuses of the trips in real time. When the trip is completed, Trip Assistant will have a log of the driver details, as well as the actual pick-up and drop-off times.
Rejecting Trips
If a trip cannot be completed, you can reject it by selecting one or more trips and opening the Select Action menu in the upper right corner. From there, click Reject Trips to mark the trips as rejected.
Manual Dispatch Solution
If you are not using a digitized dispatch solution, you will be responsible for manually updating trip statuses, driver details, and pickup times directly in Trip Assistant.
In the left side menu, in the New Trips section under Trips, you will see a breakdown of trips by different time ranges. You can view your trips by clicking on the pre-selected ranges or by navigating to All Trips to see your entire list of trips. You will also have the ability to filter your trips by using the date range selection.
Select the trip you would like to manually edit by clicking on the trip within the list.
For each leg of the trip, there is an Edit button that will allow you to enter the information for that leg of the trip.
Within the edit screen, you will need to manually update the following information:
Trip Status (all trips are in Ready To Dispatch by default)
Completed: the trip has been performed successfully and is ready to be attested.
Patient Cancellation: The patient contacted you to cancel the trip.
No Show: The driver arrived at the pickup location, but the patient was not present, and the trip could not be completed.
Number Plate
License Number
Pickup time
Once you have inputted the information above, and your trips have been updated to a final status (Completed, Rejected, Patient Cancellation, No Show), you are now ready to attest your trips.
Bulk Editing
If you need to edit the statuses for multiple trips, or reject multiple trips, you can use the Bulk Edit feature.
Select the trips you want to edit by clicking the box next to each trip, or click the box in the header row to select all trips.
Click on the Select Action menu and select Bulk Edit.
Select the field you would like to edit. For example, Status.
Select the desired status from the dropdown menu. All selected trips will be changed to this status.