Roundtrip Basics: How to Navigate the Roundtrip Portal

Key Pages at a Glance

Trips Dashboard

1. Date filter — defaults to today; click to pick a different range

2. Search — find a ride by rider name or Ride ID

3. Status tabs — Scheduled, Completed, Canceled (each shows a count)

4. Assigned Groups — shows and lets you switch your current group

5. Book Trip — launches a new booking (missing? you may lack booking permissions, or need to switch groups)

6. Filters — narrow the view by ride attributes; click Clear Filters to reset

7. Edit Columns — show or hide specific columns

8. Sorting — click a column header to sort (click again to reverse)

9. Ride Details — click the row to open the ride details page

10. Quick Actions — click the ⋮ next to a ride to update it without opening the full details page

Rider Dashboard

• Search — by name or MRN/Member ID (if enabled); suggestions appear as you type

• Assigned Groups — shows and lets you switch your current group

• Add Rider — visible only if your organization allows manually adding riders

• Column headers — sort by name, group, date of birth, MRN/Member ID, or last completed ride

• Book — jumps straight to Step 2 of booking for that rider (grayed out? the rider may not be eligible — see I Can't Book a Transport – My Rider is Flagged)

Rider Profile

• Name and group — you must be aligned to the rider's group to book or edit their rides

• Rider info — date of birth, phone, language preference, MRN/Member ID, and benefit usage (if applicable)

• Status tabs — Scheduled, Completed, Canceled rides

• Actions — edit rider details (if allowed), manage saved locations, or flag as Do Not Book

• Book Trip — jumps to Step 2 of booking (grayed out? see I Can't Book a Transport – My Rider is Flagged)

• Payer info — insurance or card on file, programs, and eligibility periods

Ride Details Page

• Ride ID & Assigned Group — copy the Ride ID here when contacting support

• Rider, Vehicle Type, Date — click the rider's name to jump to their profile

• Ride Actions — print, edit, change time, cancel, or redispatch (rideshare only), depending on status

• Ride Status — current ride and authorization status

• Responses — which Transportation Providers have responded and how (ETA or decline)

• Activity — a real-time log of everything that's happened on this ride

• Driver Details — assigned provider's contact info (plus driver/vehicle info for rideshare)

• Map — pickup (green pin) and drop-off (red pin), with live rideshare tracking

• Transport Details — trip type and reason

• Patient Info — demographics, MRN/Member ID, home address, and clinical details as applicable

• Clinical Info — medical needs like oxygen or specific procedures

• Attending Physician — if applicable

• Facility Info — requesting facility, NPI, unit/room/bed number

• Payer — payer type, insurance/card details, program, estimated fare, and PCS form link if required

• Authorization — status, notes, and authorization number if applicable

• Notifications — who's being notified, by what method, and using what contact info

Other Standard Pages

• Account Settings — see Account Settings for Care Coordinators

• Manage — Admin users only, if your organization allows it — see Managing User Access for Admin Users

• Your Locations — save frequently used addresses for faster booking

• Contact Roundtrip — reach our support team

• Sign Out