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Using and Configuring Labels in Trip Scheduler

Updated over 2 months ago

Trip Scheduler now includes a labeling feature that allows you to organize, prioritize, and quickly identify important items across the platform. Labels can be created in custom categories—like “Risk Level” or “Follow-Up Needed”—and applied to members, trips, providers, notes, or documents. Colored labels remain visible across all views and detail pages and can be used to filter information, helping teams surface high-priority items and manage operations more efficiently.

1. Configure Labels

  1. Navigate to Settings > Configuration > Label Management.

  2. Click Add Label.

  3. Complete the label setup using the three dropdowns:

    • Type (required): Select the type of record the label applies to. Options include:

      • Members – Applied to a member profile and associated with that member.

      • Transportation Providers – Applied in the provider’s profile and will appear during trip assignment.

      • Trips – Applied to a trip and can be filtered in the All Trips table if the Trip Label column is enabled.

      • Notes – Applied to any note in the member’s profile.

      • Documents – Applied to any document in the member’s profile.

      • Universal – Can be applied to any of the above types.

    • Category (optional): Organize labels into a category (e.g., “FWA,” “Follow-Up Needed”).

    • Label (required): Enter the specific label name.

  4. Save the label.

2. Apply Labels

Once labels are configured, they can be applied to various records:

A. Members

  • Tag members who require special attention, have complex care needs, or frequently miss/are late to pickups.

  • Flag members with language barriers or mobility challenges for drivers and schedulers.

B. Trips

  • Apply labels to trips that are high priority, urgent, or recurring for chronic care.

  • Filter trips in the All Trips table using the Trip Label column for quick tracking.

C. Providers

  • Identify providers with exceptional performance, recurring issues, or specific certifications.

  • Highlight providers who require additional monitoring for compliance or quality.

D. Notes & Documents

  • Flag important care instructions, incident reports, or forms that require follow-up.

  • Helps ensure critical information is not overlooked in workflows.

Key Benefits

  • Quickly identify high-priority members, trips, providers, or documents.

  • Organize information visually with color-coded labels.

  • Filter records to surface high-priority items instantly.

  • Support proactive operational management and improved team coordination.

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