Knowledge Base
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RoutingBox
RoutingBox
Initial Setup
Billing
Reports
Operations
Scheduling
Company Management
RoutingBox Mobile
RoutingBox Web
Initial Setup
Scheduling
Reports
Dispatching
Billing
MedBatch
Knowledge Base
ClientLink Products
ClientLink Booking Portal
ClientLink Passenger App
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Knowledge Base
RoutingBox
RoutingBox
Initial Setup
Billing
Reports
Operations
Scheduling
Company Management
RoutingBox Mobile
RoutingBox Web
Initial Setup
Scheduling
Reports
Dispatching
Billing
MedBatch
Knowledge Base
ClientLink Products
ClientLink Booking Portal
ClientLink Passenger App
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
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Billing
Southeastrans Secure FTP Billing
EDI 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
How to Set Rates on the Trip Services Screen
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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 Cash Receipts Report
The Revenue by Provider 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
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Operations
ModivCare API Integration
How to Use Quick Assign
How to use the Tracker Audit
SMS Trip Reminders
How to Use the Client Stats Feature
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
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Scheduling
How to Add Broker Trip IDs to Trips
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
RoutingBox Partners
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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
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RoutingBox Mobile
What is a Trip Status?
How to Change RoutingBox Mobile Location Settings
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
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