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RoutingBox
Initial Setup
- How to Set Up Trips in RoutingBox
- How to Add Load Time to Needs
- How to Install RoutingBox
- How to Create a Vehicle Class
- How to Install Crystal Reports Driver
- How to Create a Need
- How to Create a Custom Export
- How to Set a Parkout Address
- How to Add Color Coding to Modes of Transportation
- How to Create a Purpose
- How to Add Color Coding to Purposes
- How to Create a Mode
- How to Fully Uninstall RoutingBox & MedBatch
- Product System Requirements
- How to Create a Custom Field
- How to Add Padding Time
- How to Pop Out a Window
- How to Use the Bulk Client Import
- RoutingBox Layout Overview
- Restoring RoutingBox desktop application
Billing
- How to Assign Billing Codes and Rates
- How to Enter Tolls in RoutingBox
- Trip Services - Min Miles
- Trip Services Overview
- How to Recall a Payment
- Trip Services - Mode
- Trip Services - Rate
- How to Review and Change the Billing Status of a Trip
- Trip Services - Copy and Remove Rows
- How to Load an Electronic Remittance
- How to Create an Account Class
- Trip Services - Start and End Date
- How to Stop a Trip from Being Billed
- How to Search for an Invoice Number
- Trip Services - Zones
- How To Regenerate an Invoice
- How to Adjust Post Payment Settings
- Broker Billing
- MAS Direct Attestation in RoutingBox
- How to Post Payments in RoutingBox
- Trip Services - Purpose
- How to Add a Distinguishing Color to Account Classes
- Trip Services - Code
- Trip Services - Seating Need
- How to Use the Bad Rate Fix Tool
- Trip Services - Client Class
- How to Apply Payment to a Trip
- How to Merge Accounts in RoutingBox
- Trip Services - Type
- Medicaid Account Class Settings for MAS
- How to Create an Account Record
- How to Make an Account Inactive
- Trip Services - Other Need
- How to Add a New Payment Method
- How to Search for an Inactive Account
- EDI Billing
- How to Set Rates on the Trip Services Screen
- Southeastrans Secure FTP Billing
Reports
- The Monthly Revenue Report
- Account Statement Report
- Generating Invoices
- The Trips By Account By Client Report
- The Vehicle Checklist Report
- The Client Attendance Report
- The Vehicle Activity Report
- Potential Multi Load Trips Report
- The Payments By Day Report
- The On Time Performance Report
- The Active Drivers Report
- The Driver Trip Manifest 3 Report
- The Active Vehicles Report
- ModivCare Driver Trip Log
- The Lost Revenue Report
- The Revenue By Location Type Report
- Daily Van Log 2 Report
- The Driver Commission by Date Report
- Account Revenue by Month
- The Client-Account List Report
- Trip Routes by Day Report
- The Billing Status and Balance Report
- The Aging by Account Report
- MTM NV Daily Trip Log
- The Driver Trip Manifest Report
- The Driver Activity Report
- Accounts on Credit Hold
- Generating CMS 1500 Forms
- The ModivCare NY Daily Trip Log Report
- The Revenue by Provider Report
- The Cash Receipts Report
- The Daily Van Log Report
- The MTM Daily Trip Log Report
- Client Trip History Report
- The Access2Care Driver Log
- The Dispatch Sheet Report
- Trip Attestation Report
- Trip Tickets Report
- Active Employees Report
- Revenue By Purpose By Date Report
- The Attendance Invoice Report
- The Driver Trip Manifest 2 Report
- The Driver Trip Performance Report
- Client-Provider List
- The Daily Dispatch Log Report
- The Revenue By Account Report
Operations
- How to Create a Route
- How to Filter by Zone in Dispatching
- How to Page Drivers with Trip Information
- Visual Dispatch
- Assignments Screen Overview
- How to Create Zones
- How to Create Driver-Vehicle Assignments
- How to Create Zones
- How to Remove GPS Ping Data
- How to Assign Typical Vehicles
- How to Swap Client & Driver Signatures
- Dispatch Screen Settings
- How to Use the Audit Trail
- How to Toggle Map Settings on the Tracker Screen
- How to Add a Typical Vehicle to a Driver Profile
- How to Complete Trips in the RoutingBox Desktop application
- How to Create a Custom View
- How to Add a Repeating Trip to a Route
- How to Create a Vehicle Capacity
- Trip Viewer TLC Report
- How to Create No Show/Cancel Reasons
- How to Use the Tracker
- Stop View and Visual Dispatch
- How to Add a Trip to a Route
- How to Create a Driver Record
- How to Create a Vehicle Record
- How to Enable the Trip Backup Report
- How to Filter by Zone in Trip Viewer
- How to View Signature Location
- How to Change a Trip's Signature Status
- How to Use the Route Optimization Tool
- How to Add a Typical Driver to a Route
- How to Dispatch a Trip
- How to View Zones on a Trip
- How to View and Edit Odometer Readings
- How to Search for an Address from the Tracker Screen
- How To Create a Vehicle Checklist
- Stop View on the Dispatch Screen
- Assignment Suggestions
- How to Copy Routes to Another Date
- How to Cancel a Trip in RoutingBox
- How to Assign Drivers and Vehicles to Routes
- How to Create Driver/Vehicle Assignments
- How to Tell if the Driver Checklist is Completed
- Dispatch Screen Style Settings
- How to Use Dispatch Filters
- How To Use the Tracker History Screen
- How to Switch a Vehicle
- How to Copy Assignments to Another Date
- How to Share a Custom View
- How to Use the Client Stats Feature
- How to Use Quick Assign
- ModivCare API Integration
- SMS Trip Reminders
- How to use the Tracker Audit
Scheduling
- How to Override Trip Codes and Prices
- How to View an Approval on a Trip
- How to Attach an Approval to a Trip
- How to Create a Provider Record in RoutingBox
- How to Add Exception Dates to Multiple Repeats
- How to Create a Custom Address
- How to Add a Note to a RoutingBox Record
- How to Schedule a Trip
- How to Export a Provider List
- How to Create a Saved Location
- Alerts and Notifications on the Importer Screen
- How to Switch Between Views on the Trip Viewer Screen
- How to Use the Repeats Screen
- How to Create a Client
- How to Copy a Trip
- How to Search for an Inactive Client
- How to Input Address Corrections
- MAS Direct Connection for RoutingBox
- How to Add a Client Approval or Prior Authorization
- Account Code Mapping
- How to Search for a Trip
- How to Schedule Repeat Trips
- How to Make Bulk Changes to Trips
- How to Merge Clients
- How to Use the Trip Viewer Quick Search
- How to Edit a Repeating Trip
- How to Import Trips
- How to View Cancelled Reasons on a Trip
- Trip Importer Settings
- How to Make a Client Inactive
- How to Create a Client Class
- Sentry Direct Connection
- Purpose Need Mapping
- How to Use the Trip Viewer
- How to Add Broker Trip IDs to Trips
- RoutingBox Partners
Company Management
- How to Attach a Document to a Profile
- Notifications and the Notification Pane
- How to Set User Permissions
- Account History and Pay Now
- How to Create a User for Dispatching in RoutingBox
- How to Create a Position
- How to Create an Employee Record
- How to Page Drivers
- How to Add a Logo to Invoices and Statements
- How to Create a Department
RoutingBox Mobile
- How to Update the RoutingBox Mobile App on Android Devices
- How to use RoutingBox Mobile
- Clearing Data on an Android
- How to Install RoutingBox Mobile
- How to Use Timekeeping in RoutingBox
- How To Hard Log Out and Clear Data in the Driver Mobile App
- How to Change RoutingBox Mobile Location Settings
- What is a Trip Status?