To view a specific rider's profile, use the search function under the "Riders" tab.
Search by the rider's name or MRN/Member ID (if permitted by your organization). This search function enables you to search for riders in all groups within your organization that you have access to, in a single action.
After finding the correct rider, click on the row where they are listed to access their Rider Profile. If you want to book a trip for them, click the "Book" button to start the booking process.
<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/785db0a1-e7e6-4edf-8a4d-b3d057d3a7d2/6149447d-5709-4718-9eea-fb5087438de4/Help_Kit_Icons_-_Question.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/785db0a1-e7e6-4edf-8a4d-b3d057d3a7d2/6149447d-5709-4718-9eea-fb5087438de4/Help_Kit_Icons_-_Question.png" width="40px" /> Unable to find your rider’s profile? Follow this article for more guidance.
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If you’re booking a new ride from the “Trips” tab, you’ll arrive at Step 1 to search for your rider. Similar to the search function on the “Riders” tab, this search function enables you to search for riders in all groups within your organization that you have access to.
You can search by the rider’s name or other criteria such as MRN or Member ID if your organization allows.
Once you’ve found the rider you’re looking for, simply click their result and continue with booking.
If there’s multiple results, you can also click “View All Results” to view all relevant riders matching your search criteria on the “Riders” tab.
<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/785db0a1-e7e6-4edf-8a4d-b3d057d3a7d2/02b29827-bf75-4704-bb70-58414ce1a8e8/Help_Kit_Icons_-_Question.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/785db0a1-e7e6-4edf-8a4d-b3d057d3a7d2/02b29827-bf75-4704-bb70-58414ce1a8e8/Help_Kit_Icons_-_Question.png" width="40px" /> Unable to find your rider’s profile? Follow this article for more guidance.
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In some cases, your rider may not yet be added to Roundtrip. If your organization allows, you may have the option to add your rider manually. Many organizations do not allow their users to manually add riders, however. This is especially true if your organization sends patient data to Roundtrip via an EHR integration, eligibility file, or Patient Admin API. Follow this article for more guidance.
