Add New Vehicles to a Driver Go to the Vehicle Management section. 2. Search for the vehicle you want, and in the Actions column, click Edit. 3. Go to the Assigned Drivers table. 4. Click the + ADD DRIVER button. 5. Select the driver you want. 6. Click Add Driver. 7. Press Save to finish. […]
Add Phone Numbers Go to the Drivers section. 2. Search for the driver you want, and in the Actions column, click Edit. 3. Go to the Phone Numbers table. 4. Click the + CREATE PHONE NUMBERS button. 5. Fill in the required fields marked with an asterisk: Address, Type, and enter the Number. 6. Check […]
Add Geographic Zones to a Driver Go to the Drivers section. 2. Search for the driver you want, and in the Actions column, click Edit. 3. Go to the Geographic Zones table. 4. Click the + button. 5. Search by Province, Town, or Geographic area. 6. Select the desired zones and click Accept. 7. Click […]
Create Driver User Go to Settings > User Management. 2. Tap + Create User. 3. Fill in the required fields: Email, First Name, and Last Name. 4. Click the DRV (Driver) role. 5. Press Save User. 6. From User Management, you can search for the driver to check if they are in Pending or Active […]
Assign Transfers to Drivers and View Calendar Go to the Transfer Request section. 2. In the Actions column, click the Assign Schedule button. 3. Once inside, in the Services panel, under the Actions column, click Edit Transfer for the service you want to assign. 4. Next, click Assign Driver. 5. Assign a driver to the […]
Accept/Reject Transfer Services Go to the Transfer Request section. 2. Within the Transfer Request section, in the Actions column, click Accept/Reject Services. 3. Inside the request, in the Actions column, select whether you want to accept or reject the required services. 4. If you choose to reject, you must select a reason. 5. Click Accept, […]
View Transfer Request Go to the Transfer Request section. 2. Within the Transfer Request section, in the Actions column, click the document icon (View Request). 3. You will be able to see the patient and financial information. 4. You will also see the services included in the request. 5 To go back, click Cancel. Related […]
Edit Transfer Request Go to the Transfer Request section. 2. Within the Transfer Request section, in the Actions column, click the pencil icon (edit request). 3. Make the necessary changes: In the Services panel, you can modify a service order. In the Actions column, click the pencil icon (edit). 4. Modify the recurrence type and […]
Create Transfer Request Go to the Transfer Request section. 2. Tap + CREATE REQUEST. 3. Select the patient by searching by first name, last name, or ID. 4. If the patient has more than one funding source, choose the appropriate one. Then, set the start and end date range for the request. 5. In the […]
