We’ve updated Trip Scheduler to streamline workflows, improve data visibility, and strengthen your operational control.
Workflow Efficiency
Communication & Coordination
Operations & Control
In Trip Scheduler, every search field now shows exact matches with easy checkboxes. Type a few letters, check all the options you want—whether members, providers, or trips—and see them instantly in one table. The system only shows exact matches, making results more precise and faster to find.

Mileage reimbursement requests from the Member App now flow directly into the Requests table. Driver details like name, relationship, and contact information appear right on the page. A new Trip Type column lets you quickly filter between "Scheduled" and "Mileage Reimbursement" trips. Recurring reimbursements automatically move to the All Trips table once an action is taken on them. Everything—review, approval, and tracking—now happens in one clear process.

Facility names and addresses now stay linked throughout the entire trip process. You can search by name or full address—for example, “Riverside Medical”—and see all buildings at that site. When you select a building, both the facility name and complete address remain visible from booking through billing. This ensures members and drivers always have the full location details they need.

When creating an expense trip, you can now pick a payee from a dropdown or add a new one with their name, relationship, and contact info. All payees are stored in the Member Profile so you don’t have to re-enter details each time. Trip records clearly show who is being reimbursed, and duplicates are automatically blocked. This ensures every payment goes to the right person, from booking through reimbursement.

Completed trips now trigger a simple SMS asking members who booked by phone to rate their ride on a scale of 1–5. Their responses flow directly into your dashboards alongside app ratings. You can adjust how and when this feature works in Settings > Trips. This gives you complete visibility into member experience across every booking channel.
A new “Insights” tab gives you live dashboards that update in real time. You can see trip volumes, provider performance, and regional trends all in one place. Hover over any card to download the data for reporting or deeper analysis. It’s your command center for managing and monitoring transportation operations.

Trip creation now includes a “Current Phone Number” field that syncs everywhere, including with drivers for pickup calls, text updates, and feedback. The field pre-fills from the member’s profile but can be updated for each trip if needed, such as a temporary number or caregiver contact. This ensures drivers always have the correct number to reach members at pickup time.

You can now capture a member’s preferred language in their profile with a simple dropdown. This information flows into trip creation and is shared with drivers, helping them communicate with riders more effectively. You can also filter member lists by language for targeted outreach. This reduces confusion at pickup, builds trust, and improves the overall experience for members.

You can now set your own public transit rules in Settings, including limits for walking distance, transfers, age, or appointment types. If a trip request breaks one of these rules, the system shows a warning so you can make informed choices without blocking the booking. “Arrive By” routing also now provides accurate transit options for future scheduled trips. These tools ensure your policies are applied consistently while keeping scheduling flexible,and you can update them anytime as member needs change.

Approved locations can now be managed at the organization level with three enforcement settings:
The system checks every address during trip creation and shows a clear message if it doesn’t meet your policy. This lets you manage your network’s facilities with the level of control that fits your needs.

The updated assignment screen now gives you complete visibility before confirming a trip. Providers are ranked by cost, with capacity limits, preferred badges, and rate details all displayed. You can search any provider by name, view a full cost breakdown, and see alerts when capacity is running low. Member- and facility-preferred providers appear at the top, helping you balance cost, availability, and preferences with confidence.

You can now create your own label categories—like “Risk Level” or “Follow-Up Needed”—and tag members, trips, providers, notes, or documents. These colored labels stay visible across all views and detail pages. You can also filter by label to quickly find priority items. This makes it easier to organize records and keep important information front and center in Trip Scheduler.

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