SCHEDULING BASICS
SPECIAL PROCESSES
SHORT NOTICE RULES
WHERE’S MY RIDE? (WMR)
TRIP CHANGES
100

This tab is where you view members HIPPA, Notes, Eligibility, Days Notice, etc.

General Tab

100

This process uses the RTP Template and Appointment Verification Annotation. 

Subscription/RTP Process

100

This tab alerts you when a trip is being scheduled outside the required notice window. 

Rules Tab

100

You must clarify whether the caller is asking about this leg type.

A Leg, B Leg, C Leg, etc.

100

This action changes a trip’s status to canceled. 

Right‑click → Change Trip Status

200

After checking the General and Trips tabs, this button begins the scheduling process. 

“New Reservation”

200

These two fields must be swapped during a discharge reservation.

The pick-up and drop-off addresses

200

If a CCR can schedule a short‑notice trip, they must call this many providers. 

Top three providers

200

If a trip is assigned to a traditional TP, you must do this to get an ETA. 

Call the transportation provider

200

This process is used to create a new trip when a member missed their ride. 

Add Recovery Trip→ Assign a transportation provider

300

This tab shows all previously scheduled trips for the member. 

Trips Tab

300

This section in Reveal shows the member’s benefit group. 

Benefit Group Eligibility

300

If a CCR cannot schedule due to short notice, they must do this. 

Deny the trip and notate the account

300

For Lyft, Uber, Veyo, or MTM IDP trips, you right‑click and select this to view ETA. 

What is View Trip Info → Where’s My Ride tab?

300

In order to make a change to a trip assigned to LYFT/UBER you must. 

Cancel the trip and schedule new one. 

400

This must always be checked before scheduling to ensure the member is allowed transportation.

Eligibility

400

This must be selected to ensure the trip is tied to the correct facility.

Medical Provider

400

Members must always be educated on this policy when short notice applies. 

Days‑notice policy

400

This action activates a Will‑Call trip. 

Right‑click → Activate WC/Pickup is Ready

400

If TP no shows a members A leg, what is the proper way to cancel trip?

Cancel A Leg as "TP No Show" and cancel remaining legs as "Cancelled by MTM for Misc..."

500

This step is required before any reservation can be created, regardless of trip type. 

Reviewing/Browsing members account

500

To calculate trip limits, you subtract trips taken from this number. 

The allowed number of trips per year

500

These two alternative options should be offered when a trip cannot be scheduled.

Rescheduling or GMR/BUS pass replacement

500

This form is used when we have a stranded member, same day life-sustaining transport, hospital discharge delay, and ambulance/stretcher issues.

Dispatch Escalations

500

When member is making a change to a same day or next day trip.

TP must be called/notified

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