When creating a trip, users can request an escalation if the trip exceeds any set limits or restrictions. Supervisors will then have the ability to review these trips and approve or deny the request. Escalation settings can be configured in the Trip Scheduler’s Configuration Menu.
Some scenarios of when escalations are needed are:
Patient Eligibility
Exceeding Mileage Limitations
Exceeding Pricing Limitations
Pick Up or Drop Off is not a whitelisted location
How Can I Escalate A Trip?
Once you've created a trip, you'll be presented with a summary screen with all of the trips details.
Click on More Actions, then click Escalate.
Enter in a reason for why this trip needs approval, then click Confirm to continue.
How Can I Approve or Deny Trips?
Once the user requests an escalation(s), their supervisor can view the trips in the Needs Action section on the left sidebar.
Click on the trip to view the details on the window.
After reviewing the details, click on Approve or Deny to proceed.
A reason must be provided whether Approved or Denied. Once the trip is denied, you can no longer modify its details.
