A transportation record is automatically generated when Transportation Service is selected on any of the following:
- Service Detail
- Service Note
Once transportation is selected in the transportation drop down menu and the service is saved, the system creates a corresponding transportation entry. To access the list page, follow the steps below:
- Click the Search icon.
- Type Transportation into the search bar.
- Click to select Transportation (My Office) from the search results.
- This will open the Transportation(s) (My Office) List Page. If needed you use the filters to narrow down the list page. Click Apply Filter.
- Click the hyperlink for the Date of Service the transportation services need to be documented for.
- This will bring you to the Transportation Log Detail Screen. Confirm the Client Information section has the correct information.
- To view the last time the transportation log has been updated, click the Modification Log hyperlink.
- The Service section will show the Service this transportation is tied to.
- Click the hyperlink to view the Service Details screen.
- Click the Transportation Service drop-down menu and select the appropriate option. (e.g., One Way, Round Trip)
- Click the Transportation Company drop-down menu and select the correct company.
- Click the Transportation status drop-down menu and select the appropriate status. (e.g., Requested, Scheduled, Cancelled)
- Enter any Special accommodation notes (e.g., wheelchair access)
- Enter the Scheduled pickup and drop-off times
- Enter any additional comments.
- Click Save.
