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TAT Introduction
The transportation sub-system within EMR-Bear allows agencies to schedule auto transportation for its clients. Typically, these trips are from/to agency locations and the client's home, with...
TAT Implementation Roadmap
Steps to set up an agency to use the TAT sub-system: Enable a program to use the TAT sub-system Create a Billing Policy Enable agencies to make TAT requests Add a case manager make TAT...
Transportation Portal
Transportation Portal This portal, when enabled, will activate features and tools for managing transportation. The “Enable Transportation” must be checked in the EMR-Bear system to enable this...
Transportation System
After enabling transportation, four new sections must be configured before the transportation system can be used: Fees Schedule Bill Policies Agencies Adding Cars Adding Drivers Users The...
Adding a Driver
A driver can be added to the system, or an existing user can be assigned as a driver in the Users section. To add or edit an existing user as a driver: Click on the link that says Add New Users...
Adding a Dispatcher
Dispatcher is someone who has the TAT role granted. He can assign drivers to the vehicle and schedule appointments. To create a dispatcher user to the system, Go to Dashboard -> Human resources...
Adding a Case Manager
A case manager is someone who will make a transportation request from the agency. After you create a user, go to the user file and in the transportation location add the agency he is linked to.
Adding a Vehicle to the System
You can add a vehicle to the system by clicking on the link Transportation and then the Vehicle tab on top. Then click on the button that says “Add Vehicle”. Clicking on Add Vehicle will open up...
Driver Assignment
You can go to the driver assignment page by clicking on Dashboard > Transportation > Driver Assignments. This will list all the available vehicles, Drivers, and also a list displaying all...
Transport Request for a Client
To request a transportation for a client, search the name of the client you want to request a transportation for. Go to the client’s file and click on the tab TAT to add a new transportation...
Trips
After a trip request has been added for a particular client, you can assign a driver to the client by go to Dashboard -> Driving -> Trips. Drag the drivers on the right from the left of...
Adding Addresses
To add a new address to the system, go to client file. Click on the green plus icon next to the address.