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How Do I Add a new Transportation Provider to Trip Scheduler?

Updated over 11 months ago

In order to get a patient’s ride set up, you’ll need to have transportation providers available to facilitate the trips once they’ve been added to the platform.

Providers Page

You can begin by clicking on Transport Providers under the Providers header on the left-hand side.

The Transport Providers page contains the list of providers available to your patients once a trip is created for them. The list is organized in table format, and you also have the option to click on any of the column headers to organize the list of providers by that column’s contents. Click once for ascending order, click a second time for descending order.

Adding the Provider

  1. First, click on Add New Provider in the upper right hand corner.

  2. In the pop-up window, fill in the required fields and click Create Provider at the bottom of the window.

  3. Input details regarding the Transportation Provider in the pop up form.


If the Transportation Provider has an National Provider Identifier (NPI), search for a provider with NPI to automatically fill the Name and Contact fields. Tax ID can be used in case NPI is not available. The Tax ID will need to be entered separately.

After you’ve clicked Onboard, you’re brought to the Individual Provider view for the newly created provider, at the Contract Info screen.

The following information needs to be entered in order to successfully complete the addition of the TP to the platform: Levels of Service, Regions and Rate Card.

Adding Levels of Service

  1. Begin at the individual provider page by clicking on the provider you’d like to add the Levels of Service to.

  2. In the center area, at the far right side of the Levels of Service area, click +Add.

  3. In the pop-up window that appears, type in the levels of service that the provider can support.

Adding the Regions of Operation

Next you’ll need to add what regions the provider operates in. Like all of the other provider data, the region information allows Kinetik’s Trip Scheduler to properly identify the best provider for a patient, based on location.

  1. From the Provider window, click on Add New Region to open a pop-up window.

  2. Next, fill in the fields, beginning with Name, which is a personal identifier for you to label the region as you wish. The fields that follow are all conditional checkboxes that you have to select in sequence. You can not select County until you select State, and so on. When you arrive at the final category- zip code, select all of the zip codes in question and pick save to finish.

Adding the Rate Card Information

The last area to fill in, to meet the minimum requirements for adding a provider is the Rate Card information. Once you’ve added levels of service, region, and rate card information—and it’s been confirmed by Kinetik—it's live on the network.

  1. First, navigate to the Rate Card area of the individual Provider page.

  2. Next, click on the title of the region to reveal a dropdown area

  3. Then click Add a Rate to reveal the fields for adding a rate, for the level of service to that region.

  4. Click Create to finish.

Note: If the rate information has already been provided for another region, and can be copied to a new region, click on Add from Existing to clone the rate card for your new region.

My Providers Glossary

Onboarding Status

The current stage of a Provider’s integration into your Trip Scheduler network. Once a request is submitted, the status is Requested. When the Provider has been added, the status moves to Complete. If there is missing data, such as the Rate Card info, the status will be Incomplete.

Provider

The name of the Transportation Provider.

Contract Status

The status of the Provider’s contract, either active or inactive.

Address

The address of the Provider.

City

The Provider’s city.

State

The Provider’s state.

Zipcode

The Provider’s zip code.

Contract Expiry

The date your contract with the Provider will expire.

Credential Status

The Provider’s status, or standing with the third-party driver credentialing service.

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