Configuring Trips
The configuration menu on the left-hand side navigation bar is the main area for adjusting settings in Trip Scheduler. There are three sub-categories: Trips, Patients and Locations. This article covers Trip Configuration options.
Adding a Custom Field to the Trip Creation Menu
Users of Trip Scheduler can add Custom Fields to their Trip Creation workflows. Some examples can include “ID numbers” or “badge numbers” of employees entering trips at a payor, or perhaps a challenge question / answer—anything is possible.
Begin by navigating to the Configuration menu under settings on the left-hand side navigation.
Next, click the blue + Add New Field button in the upper right.
Fill in the fields of the pop up window.
Field Label | This is an identifying label for the field in the Custom area of the Configuration menu. |
Field Name | Field Name is what the field will be called in the Trip Creation menu, when it’s time to fill in the field. |
Description | A short description of what data the field is collecting, or is supposed to represent, visible in the Configuration menu. |
Type | Two field types are available: an “Input” field allowing a short typed response, and a “Dropdown” type, allowing the user to select from preexisting options. |
Default Value | What information the custom field will have by default, before any input is added. |
Required | Whether or not the field will be required to complete trip booking. |
When done, click Create to finish.
Creation Settings
Levels of Service
Levels of Service determine the kind of transportation a patient needs. Here you can add new levels of service, or make adding them required or not.
To begin adding a new level of service, click Configure.
In the pop up window, provide the name of the level of service and a short description of what it is.
Click + Add when finished.
Appointment Reason
Appointment Reason, or the purpose of the trip, can be set as required, or not. You can also add, or remove Appointment Reasons as well.
To begin adding a new appointment reason, click Configure.
In the pop up window, type in the Appointment Reason, then click +Add
You can delete any Appointment Reason by navigating to the Appointment Reason in the list and clicking on the delete icon.
Enable Whitelist Only
A whitelist is a list of allowed locations, while everything else is blocked or denied. By selecting this option, Patient rides will be restricted to allowed locations only.
Restrictions
Round Miles to Whole Number
This setting allows you to round miles to the nearest whole number for the trip if you choose. You can select whether or not you’d like to round the mileage up, or down.
Advance Notice
This setting lets you specify the minimum number of days in advance that a trip can be created.
Assignment
Enable Auto-Assignment
This setting, when enabled, will automatically assign all new trips to the best provider.
Assign all trips in an itinerary to the same provider
This setting, when enabled, will automatically assign both legs of a patient’s trip to the same provider for consistency. If not enabled, the provider won’t be a factor considered when scheduling each leg of the trip.
Trip Rejection
Provider Rejection Reasons
When a provider rejects a trip, they are required to furnish a reason. You can add the reasons they’re permitted to reject a trip here.
To begin adding a new Rejection Reason, click Configure.
In the pop up window, type in the Rejection Reason, then click +Add
Mileage Reimbursement
Mailing Address
Here is where you can set the mailing address patients can send their claims to have their trips reimbursed. Click configure to begin entering the address, and Update to save it.
Trip Denial
Denial Reasons
This area is where you can set the reasons a Transportation Provider can deny a trip.
To begin adding a new Denial Reason, click Configure.
In the pop up window, type in the Denial Reason, then click +Add