Creating a Trip in Kinetik Trip Scheduler begins at the Home page. The Home page is the first area presented when you launch Trip Scheduler. Alternatively, you can navigate there by clicking on the house icon in the left-hand navigation bar.
Once at the Home page—indicated by a customized welcome message—begin by searching for a Member by name. As you begin typing, suggestions for members whose names match your input will appear. After confirming you have the correct member, you can either click on their name to access the member’s profile or click on the create trip button to create a trip.
Start from the Home Page
Navigate to the Home page by clicking the house icon in the left-hand sidebar.
Use the Member search bar to find the patient by name.
Once you've selected the correct member, you can:
Click their name to view their profile, or
Click Create Trip to begin trip creation.
Trip Conditions
Trip Type – Choose from:
Scheduled Trip
Gas Mileage Reimbursement
Public Transport
Ancillary Services
Level of Service (LOS) – Select the appropriate service level.
Appointment Reason – Choose why the member is traveling.
If configured for your organization, attach any required documents based on LOS or appointment reason.
Tip: While creating a trip, you’ll see the Patient Panel on the right — it gives you quick access to member documents, notes, and recent trips without leaving the workflow.
Trip Details
Add the Pickup and Dropoff addresses.
Use recent trips in the Patient Panel to easily reuse known addresses.
Set the Appointment Time, Pickup At, On Demand, or Will Call option.
Add any Ancillary Services, if applicable.
At least one service is required. To correct a mistake, add the correct one first, then delete the incorrect entry.
Remove an extra trip by clicking the x on the trip tab (like closing a browser tab).
Recurring Itinerary (If Applicable)
Every trip flows through the Recurring Itinerary builder:
If the trip is not recurring, just click Skip.
If it is recurring:
Set a Start and End Date.
All recurring itineraries are end date inclusive, meaning a trip will be created for the final day.
Choose Frequency and Interval (e.g. every 2 weeks).
Select which days of the week the trip occurs.
You can exclude specific dates, including the end date, if needed.
Tip: Make sure your End Date reflects the actual last day the member needs transportation — not just the end of the week or month.
Custom Fields
Complete any required or optional fields based on your organization’s setup.
Summary & Confirmation
The Review Screen gives you a chance to double-check everything before submitting:
Trip Conditions
Trip Details
Custom Fields
Recurring Itinerary
Use the breadcrumbs at the top to quickly return to any section and make changes.
Finalize the Trip
From the Summary screen, choose one of the following:
Confirm – Submit the trip.
Confirm and Assign – Submit and route to a specific transportation provider.
Deny – Log the trip request without scheduling it (for example, if it doesn’t qualify for coverage).
Tip: If your organization has a soft mileage limit, you’ll see a red highlight if the trip exceeds the threshold.