EZ Trip Scheduler Desktop Application

Transcription

1 EZ Trip Scheduler Desktop Application Traumasoft s new EZ Trip Scheduler application has two versions: a mobile application and a desktop application. This guide is designed help familiarize users with the desktop application. To enable this for a user, they need to have the EZ Trip Scheduler permission which is located at Management Portal > Human Resources > User Administration > Customer Permissions. Home Page The EZ Trip Scheduler Home Page simply consists of two buttons allowing a user quick access to either Book a New Trip or view their currently Scheduled Trips. In addition, the user may click on one of the page links along the left side of the page for access to other options. Note: The left side menu may be collapsed at any time by clicking on the three vertical lines at the top of every page next to the page title

2 Schedule Trip 1. Click Book a New Trip on the Home page or Schedule Trip in the menu to access the Schedule Trip page. 2. Enter a Patient Name and press tab or enter to open the patient selector dialog. 3. Choose patient from the selector by singleclicking the patient in the table. 4. Enter a pickup date and time. Choose ASAP for an exact pickup time, or choose Flexible if the time is negotiable. 5. Choose service information such as Type of Service and equipment info. 6. Enter a Pickup Facility and DropOff Facility using the same selection method used for selecting a patient. Address info will populate based on facility chosen. 7. Enter any Notes/Comments that dispatch may need to know regarding the trip or patient. 8. When finished, press Submit to enter the trip, or click Reset to clear the form and start over. (Note: clicking reset will not submit the trip request.)

3 Trips List 1. Click Scheduled Trips on the Home page or Trips List in the menu to access the Trips List. 2. By default, the page will show all trips for your facility (25 trips at a time). The list can be filtered by date range (Pickup Date Begin to Pickup Date End) and by Patient Name. Click Apply to enter the filter or Reset to remove any applied filters. 3. If there are multiple pages of trips, the arrow buttons can be used to navigate between pages. Click the double arrow buttons to move to the previous/next page. Click the single arrow buttons to navigate to the first/last page in the table. 4. Basic information about the trip is listed in the table, but details can be viewed by clicking on the trip in the table to open the Trip Detail page.

4 Trip Detail The Trip Detail page is reached by clicking on a trip in the Trips List or the Calendar and is split into five sections: 1. Requestor: Provides detail about the person who submitted the trip request. 2. Patient: Provides limited patient demographic information. 3. Pickup Facility: Demographic information about the pickup facility, as well as the Pickup Date and Time of the request. 4. Dropoff Facility: Provides demographic information about the Dropoff Facility. 5. Comments: Displays any comments entered by the user when the trip was requested. To return to the Trips List or Calendar, click on the Back to List button at the bottom of the Trip Detail page.

5 Calendar 1. The trip Calendar displays a list of all of a facility s trips for a given day. The default date is the current date, but a user may click on the date buttons at the top left and right to move forward or backwards through the dates. 2. Each trip in the Calendar is color coded based on status, with the legend of the colors being displayed above the trips. 3. To see more info on a particular trip, click on the trip in the list. This opens the same Trip Detail page as seen from the Trips List page.

6 Contact 1. The Contact page provides the user with contact info and directions to the primary company. The primary company info is configured within Traumasoft at System Mgt > Dispatch Configs > Companies and editing the primary company. 2. Additionally, the user may send an to the primary company by filling out the form on the right side of the page.

7 Profile 1. The Profile page allows the user to update their demographic information and password. 2. Clicking on a field makes the field editable. 3. A user may also choose to receive text message updates regarding their trips. The user needs to enter their cell phone number, choose their carrier, and click the option to turn on Receive Text Messages. 4. To change the password for logging in, click on the password fields and enter a new password that conforms to the HIPAA requirements listed. 5. Click Save when finished updating Profile information.