Online Order User Manual
Contents
1. Pick From Common Locations Location required Property Name Test School Geocode Address Use Map Message from webpage A 7275 W VINEYARD RD LAYEEN AZ is not a valid address Loo E gt gt gt EA Contact 50 characters allowed bt Ji Ixt 20 Page Map Helper Scroll down for a map to specify the address on Geocode It Uposte Drag the marker on the map to indicate the correct location Laveen Farms e After selecting Use Map follow the directions on the Map Helper page to mark the address as accurately as possible Then Update the location The latitude and longitude will now populate e Submit Comments e Include comments explaining any circumstances of which the driver may need to be aware i e the child cannot be left alone schedule with John Doe may try to run please hold the child s hand while walking etc e Comments will appear for all legs of the trip e Update Next Version 10 2llPage Review Order e Check order for accuracies use links on the left side of the page to go back and make changes e Print for your own record if desired Selecting Print Order will generate a PDF copy of the order e Select the black Submit Order button on left hand side to submit When the screen refreshes and the Order Status has changed from Unsubmitted to In Process the order has been submitted e When the order is accepted by ComTrans the person who entered the ord2. Copy Cancel Tickets o o Unsubmited 68913 Linda Abegg Recurring 01 27 2012 01 10 2012 01 28 2012 test View Edt Ey Records 1 25 of 29 record s that match the search criteria Gotopage i of2 page s Version 10 TlPage gt Linda Abegg o Comtrans User Manual Video Tutorials Comments Suggestions garson COMT veal ea spay Co mir a n S labegg gocomtrans com Home Orders Edit User Reassign Case Manager Admin Log Out E New Order Select the person you are entering this order for name O Payer Site Group Ul User is entered as validated for now Records 1 27 of 1091 record s that match the search criteria Go to page Jotas page s eat d Choose responsible person e If you have not been given access to enter orders for others the Select the person you are entering this order for screen shown above will not appear If you would like access to enter orders for others ask your site administrator for Allow Entered By access e Site administrators see Special Instructions for Site Administrators User Permissions for instructions on how to grant a user Allow Entered By access e If you are the responsible person case manager select your name e If you are creating the order on behalf of someone else select his her name e If the responsible person is not listed select New User Version 10 SlPage New User e To add
3. Online Order User Manual www comtrans net orders Contents Mn E E E E E A 3 Complete Required Fields Domaln cccccooooonnnnnnnnnnononononnnnnnnnnnnnnnnnnncnnnnnnnnnnnnnannnncnnnnns 5 Contatori ii eee tee ere ere 6 MM A o E E 6 ESA e O IN 6 UEO OO o E seca nscenev orcas ueueeessteveucecuous A 7 N Wr O AAA e o E A 7 Choose responsible person mscsrsniniiacatori oa eiii rado caes 8 NEW Ur ips 9 Select Participanit sS PASSENGEL S arriendan ianei 10 NeW Batticip ant Pass Un CL iio 11 AAPP e o o A 12 Eere Laa EEE EE o o UE IIA 16 New LOC Oee ee en etico aaa raicisibida 18 MIN IM rondan aos dit loo eit A ds 21 Rov ew OOT oe E A 22 TVS Ordr o a E aa 22 AA AA A Re o A EEEE EEEE 22 YE Canoe Smele On ers srt oda 23 VIL Cha emo Recurtio Orders a 24 A UNC UU A 24 e Oi PO UE ER E A n 24 VIII Reassign to a Different Case Mamager sssccsccccssssssssssssscccccccccssssssssscccssssesees 25 IX Permission LEVES raid 26 A e PE OO A 26 A A E E 26 E O o AAA A A se saratscdan obese eadueatorp a oacaesuean oes 26 Comtrans Administrators acres oectesiacecracncreanveteadiasievoniesasina dad eueannieusancsiiedssonrnesuedtioadeasapaeneeupecsestous 26 X Special Instructions for Site Administrators cccccccccsssssssssssccccccccssssssssscccsssssssees 26 OS ace ee ettne es ee A nn oes ade E E E Zi USPS SIS poa ias 28 Common Loca don neonatal EAE Ene E econo alista 29 Po APP A OC Un UI A E E E 30 Version 10 llPage
4. and then select view e Ifall orders for a particular participant need to be transferred select Pick Participant and Select the participant This participant s information will be moved to the new case manager s account e Ifall orders for all participants from the first case manager need to be transferred to the second case manager leave the Order No and Participant fields blank e Submit Version 10 25 Page IX Permission Levels When Users login and select Admin from the top menu the sidebar will only list the menus that person has permission to access The four permission levels are listed below If you would like a higher level of access please contact your site payer or Comtrans administrator You can reach a Comtrans administrator by clicking on the red question mark for online support Users Users can select what group they are in and place orders Site Administrators Site Administrators Admin can see and edit all of their users groups locations participants and orders Payer Administrators Payer Admin can see and edit all of their Sites Comtrans Administrators ComTrans Admin can see and edit all Payers X Special Instructions for Site Administrators To perform the following Site Administrator tasks log in select Admin from the top menu and use the Site menu on the sidebar If the menu below Site is hidden click the square next to Site to expand 1t Version 10 2
5. date range selected to ensure that every appointment falls within the given range Trip Contact Passenger Appointment Times Pick Up Location Drop Off Location Return Location Trip Comments Review Order Print Order Submit Order I Home Order Type Frequency Comtrans TR 70572 Status Unsubmitted Appointment Times Order Type O One Time Recurring Multi Day Recurring 02 08 2012 E mm dd yyyy 04 30 2012 E mm dd yyyy Mon Fri LlTue O Sat Wed O Sun O Thu Every Week Every Other Week LS eq oe e Multi Day the transport happens at the same time with the same pick up and drop off locations on multiple days This feature should be used when transports do not occur in a pattern For example the transports could occur on Monday and Wednesday one week and Tuesday and Thursday another week instead of on Monday and Wednesday every week e To schedule a multi day transport select Multi Day and then Edit Trip Dates e Select the dates of transport and then select Save Version 10 I5 Page Fa Y gt w Search Youtube A Amazon eY eBay Gir Coupons x z C Free Hotmail 7 a D J Page Safety Tools ri 3 Select Trip Dates February 2012 March 2012 Linda Abegg Comtrans COMT labegg gocomtrans com User Manual Vi wy K a 29 28 29 Home Orders H Comtrans TR 70572 Status Unsubmitt
6. Case Manager Admin Log Out a New Order Select the person you are entering this order for tastName UUSUSUS SY fill Cae ABRIL OARLENE ces osen esscs Juanes Adams Brandy CPS District II User is entered as validated for now Records 1 27 of 1091 record s that match the search criteria Gotopage i___ of 44 page s Version 10 4lPage Complete Required Fields Domain Reg ister N ew U ser Register only if you haven t received a User Name and Password User required taste AS Phone _ _ _ x emait _________Jel__________ Ste pre J e If registering another user there will be no password field e Use your company email username and domain username domain com e Select Get Available Sites For Domain after entering email Use the drop down menu to select your payer if prompted and site The domain of the user or case manager 1s important to the correct setup of each client If the domain has not been approved by ComTrans as valid the entry will not be allowed see error below Reg ister New U ser Register only if you haven t received a User Name and Password Message from webpage required i Invalid Domain First jdoe gmail com not found Last Phone Fax Email e Site Site z e If you believe you have received this message in error please check the domain spelling If 1t 1s correct please click on the online
7. Name and Password Log In Register New User a required New User Registration Video Last SY pnone EEE email ATEO Site Site Y e To register another person you must have permission to enter claims for other case managers see site administrator for access Log in select Orders from the top menu and then New Order from the top left corner When prompted to choose the person for whom you are entering the order select the New User button Version 10 3lPage Un Linda Abegg ER User Manual Video Tutorials Comments Suggestions e Click here for online support COMT oe call 602 231 0102 ext 123 labegg gocomtrans com Eam Edit User Reassign Case Manager Admin Log Out TR When searching for an TR all other search parameters are ignored Orders Orders For My Group Unassigned v Order Status All v Transportation Date Between TE mm dd yyyy And mm dd yyyy Te Jr alt rom emo e View Est Delete Tickets moram omerme orson oror2012 1 2012 comas tiii View Est Copy Cancel Tickets irme ens orram orsoaote orzs2ma es View Edt Copy Cancel Tickets sot 2 Difro a gt o Linda Abegg e diiri User Manual Video Tutorials Comments Suggestions 3 Click here for online vupport COMT or cali 602 231 0102 ext 123 C Oo mir a n S labegg gocomtrans com Home Orders Edit User Reassign
8. Pae DAD ogee tee eens eens Cree Cem mC eae me TOM Cm nT mt en ey men T es 30 PASS CMO CRS a 32 IAS Oer a ES 32 MODIN aeee ota 32 Review Order hc ene ec mene N E eer ee 32 XI Special Instructions for Comtrans Administrators ssseeeeccssssseeeecccsssssecceocosssssseee 33 Chat SUPPO Tor C ENS a A E E 33 Edit Vende A 33 Select Layer sulla 33 ACASO a aio 34 RPC Key Import Payers and Sites and Edit Message Board ooooncncncccccncnninnnnnnnnnnnnos 34 ALE OnIMESUDDOTd aiii caian 34 XIII Frequently Asked Questions sssccsscccssssssssssssssccccccccsssssscsccccssccssssscssccssssssesees 34 How do L get past th1s error MESS ia 34 How do I change an order before submitting 1t ooooonnnnnnnnncnnnnnnnonnnnnnnnnnononanonnnnnnnnnos 34 How do I register if I get an error saying Domain not recognized cecoooooncnnncccnnnnnnnss 35 HowcanTebange my pass Word a E T a 35 Who can contact ir Daye ques ON A E 35 Version 10 2lPage I Register Registration can be done for yourself or on behalf of another person The email address of the person being registered is required e To register yourself go to lt comtrans net orders gt select Register New User for further directions continue to Complete Required Fields section ot Ditte P t e ES a o o a x here for orl me un ComTrans TRAINED CARING TRUSTED COMMUNITY TRANSPORT Reg iste r New Use r Register only if you haven t received a User
9. a new user follow the procedure outlined in the Register Create New User section above You must have that person s email address to add them Add New User Liser required Site Get Available Sites For Domain e Complete the required fields e Select Submit e Choose the case manager from the list and select Next Version 10 9 Page Select Participant s Passenger s A participant is typically the person identified for billing purposes more than one can be listed Passengers are other people who will be transported with the participant who are not eligible for Services e Select the participant needing transportation Select Participant Records 1 9 of 9 record s that match the search criteria e Use the Add Participant and or Add Passenger buttons if more than one person is being transported and Select the additional person people e If participant passenger is not listed add as directed in the New Participant Passenger section below Passengers 2 Participant s de e Abegg_ Linda DOB 01 01 2001 Gender F ID unknown Mobility Ambulatory AddParticipant Click on the radio button by the name to change the primary participant Add Passenger Version 10 10 Page e Make sure the Primary Participant 1s designated by selecting the radio button next to his her name e When all participants passengers are listed select Next New Participant Passenger A If the participant passenger
10. is not already listed select New Participant New Passenger from the selection screen After adding the participant the information will be saved for your site s future use Select Participant Psa EAT 06 08 2000 _ Select Abrahamson Julia 07 14 1957 JA071457F Select Acedo Angeliqua 10 05 2004 p eneen Records 1 25 of 9696 record s that match the search criteria Go to page of 388 page s Version 10 lllPage Add Participant Participant required First Last Mame pops YR immatr Mobility e Enter required participant information e ID most programs assign each member or participant an ID to uniquely identify their members Please use the one assigned to the participant If the program does not have an ID for the client use the first initial last initial DOB male M or female F zero CW120170F0 e Submit Select participant B Passengers are those accompanying the participant if there are any e Enter as much passenger information as is available e Substitutions such as Jane Doe or Mom Jones are acceptable e Unknown DOB 01 01 01 Trip Appointment Complete the Appointment Times form following the guidelines listed below Version 10 12 Page Comtrans TR 70572 Status Unsubmitted Appointment Times Trip Contact Passenger required Appointment Times Case Name Pick Up Location Case Name Opt _ Drop Off Location Reas
11. of 11 record s that match the search criteria New Location Return Pick From Common Locations Location Street AAA Please Click me GeoCode DUTON ster entering Te scores Building e Cross Sres CT Contact Contact 50 characters allowed S Ooo a 8 Version 10 19 Page A Required Fields e Property Name Assign a name to the property Mom s Home Mesa High Foster Home etc e Enter the street and city see Latitude Longitude section below for how to complete these fields e Contact the person to be contacted at the location if there is a problem Select Use Case Mer or Use Client to automatically populate with their data or type in the name and phone number of another person e Special Instructions notes about the location such as Gate code ABCD Enter from west side of building etc e The special instructions and contact information entered while creating a new location will automatically show every time the location is used However 1t can be edited each time the location is selected B Latitude Longitude e Enter Property Name Street and City e Select Geocode Address The zip code latitude and longitude should automatically populate e If selecting Geocode Address generates an error message shown below select Use M ap New Location Return Version 10 Street Building Cross Streets Latitude Longitude Contact Phone Special Instructions
12. order follow the steps in Changing Single Orders e To change every trip in or extend a recurring order Select Edit e Specify whether the order is being extended to include future dates or if the order information is being changed Version 10 24lPage e For changes enter the date the change will be effective and make the desired changes on the order screen that pops up This order will be assigned a new TR number e For extensions enter the extended date range VIII Reassign to a Different Case Manager This page allows participants or trips to be moved to another case manager Reassign Case Manager Change Case Manager From Case Manager fo Pick Case Manager To Case Manager fo Pick Case Manager TR No if an TR number is specified then the case manager for that order is changed f a primary participant is specified then the case manager for all orders with that primary participant is changed Otherwise the case manager is changed for all orders with that case manager e Select Reassign Case Manager trom the top menu e Click Pick Case Manager to Select both the case manager from whom you are removing the participant or trip and the case manager to whom you are moving the participant or trip respectively e If only one order needs to be transferred enter the Trip Number found at the top of the Review Order page Can t find the order Follow the Check Order Status directions
13. support on the top right hand corner of the screen e After all fields are completed select Submit Version 10 SlPage Confirmation Email After the registration 1s submitted a confirmation will be sent to the email address provided Follow the link in this email to become an active user If you were registered by your site administrator use the password provided in the confirmation email After logging in select Edit User and change your password Il Home Page ot 2 Ditto bs K ComTrans TRAINED CARING TRUSTED COMMUNITY TRANSPORT Log In User Name O Password 1d Forgot Password New User Bookmark Us Log In e To create or manage orders Log In e Enter email and password Log In e To edit your user information select Edit User from the top menu Version 10 6lPage IH Orders New Order e Login e Select Orders from the top menu then New Order eS a Ditto l Ey Y Linda Abegg o Comtrans User Manual Video Tutorials Comments Su estions 3 Click here for orline support COMT or call 602 231 0102 ext 123 C 0 mira ns labegg gocomtrans com dit User Reassign Case Manager Admin Log Out TR A When searching for an TR all other search parameters are ignored Orders Orders For My Group Unassigned v Order Status All v Transportation Date Between E mm dd yyyy And mm dd yyyy View Edt Delete Tickets morom manane oaran 0191202 comi View Edt
14. 6 Page a Difp a se e S A Linda Abegg l e Comtrans User Manual Video Tutorials Comments Suggestions COMT cal 602 231 0002 e123 C 0 mTr a n S labegg gocomtrans com Home Orders Edit User Reassign Case Manager Admin Log Out E A g Site E iiiad t nn Welcome To ComTrans Groups Message Board Users Common Locations Locations Last Update 10 19 2011 Participants 10 19 2011 Passengers Individual day changes Reason Single or Reoccurring Mobility Great News We are one step closer to automating the order change process You ai can now change or cancel a single day order using this new feature It will speed up A our processing time and help reduce errors For reoccurring trips you can now E Cell Phone make changes or cancellations online for individual days Call Tawana for assistance ext 123 Reports didia Taiti 06 17 2011 e ee see Lost Orders Please click on this link for some guidance Log Out Comments Suggestions gt Need Help User Manual la Watch Video Tutorials w iit On the Groups page site administrators can create and manage groups This allows specified users at the site to see and edit only each other s orders select Group O A See Est Dette Testing Group Unassigned Add Group Records 1 4 of 4 record s that match the search criteria e To create a new group select Add Group enter a group name Submit Version 10 21lPage e To manage memb
15. ebar Select the Add Reason button enter the reason and Submit Mobility The Mobility page allows site administrators to edit and add choices for participant mobility e To make changes to a mobility option for your site select Mobility from the sidebar Select the Edit button next to the mobility you would like to change make changes and Submit e To create a new mobility option for users at your site to choose select Mobility from the sidebar Select the Add Mobility button enter the mobility choice and Submit Review Orders Use the Review Orders page to review all orders for your site Version 10 32lPage XI Special Instructions for Comtrans Administrators To perform the following Comtrans Administrator tasks log in and use the Admin menu on the sidebar If the menu below Admin is hidden click the square next to Admin to expand it y gt ComTrans a Difp ot e 2 A Logged In Linda Abegg ComTrans Home User E Admin Chat Support For Clients Edit Vendors Select Payer Site RPC Key Import Payers And Sites Edit Message Board Review Customer Imports Site Cell Phone Reports Video Tutorials Log Out Comments Suggestions a a Linda Abegg Coi User Manual Video Tutorials Comments Suggestions 3 COMT cal 602 231 0102 ext 123 labegg gocomtrans com Home Orders Edit User Reassign Case Manager Admin Log Out Welcome To ComTran
16. ed e The Domain on your email log in needs to be from your company site e Double check the spelling e If the spelling is correct your site may not be registered with ComTrans e Contact Online Support How can I change my password e Login under User Login e Select Edit User eEnter desired password and Submit Who can I contact if I have questions e Online Support Or e Click Comments Suggestions on the top menu Version 10 35 1Page
17. ed s Appointment Times O Specify a Drop Off Time Order Type Order Type O One Time O Recurring Multi Day Multi Day Selected Dates Edit Trip Dates Click on a date to select it Pe A selected date can be removed by clicking on it again Click Save after making ANY changes e Update Next Location The location is the physical address associated with a pick up or drop off location Once a location 1s saved for a client 1t can be selected again on future orders for that client Addresses entered as pick up locations will only be saved and made available to use as pick up locations and addresses entered as drop off locations will only be saved for future use as drop off locations e Select location if it is already listed e If location is not listed add as directed in New Location section below e If the return location is the same as the Pick Up location check the box at the top of the screen as seen below Version 10 16 Page Comtrans TR 70572 Status Unsubmitted Pick Up Trip Contact Passenger On return trip reverse addresses Appointment Times Drop Off Location Location Return Location required Trip Comments Property Name Review Order Street Print Order Building 7 ji gt cy Zip 7 Cross Streets A Contact e Oo m _ 50 characters allowed Phone L L_J L__ x L__ Special Instructions Prev ne e Update co
18. er and the responsible person will receive a confirmation email If this email is not received within 1 business day please contact ComTrans IV Order Status e Login e Select Orders from the top menu e Select Pick to search for a particular participant e After specifying search criteria click Find e Unsubmitted the order has not been submitted In Process the order has been submitted Processed the order has made it to the Comtrans schedulers Accepted the trip has been scheduled e Any orders left in unsubmitted status will generate a reminder email for the user If these orders are not submitted or deleted by the user they will automatically be deleted V Copy Order If a new order is going to be almost the same as a previously entered order the old order can be copied changed and submitted For example if the case manager enters a recurring appointment for a one month date range and the next month needs to schedule the same recurring appointment he she can use the copy feature e Login e Find the previously created order To search by participant select Pick next to the Participant field Select the participant and then choose Find e Select the Copy button next to the previous order e Update any information that has changed e Review the order very carefully to make sure all information has been updated e Submit as usual Version 10 22 Page VI Changing Single Order
19. ers of a group click the Select button next to the group name Use the Remove and Add User buttons to specify group members e Use the Edit button to change the name of the group Use the Delete button to delete the group User Permissions On the Users page site administrators are able to edit User permissions and add new users All Users For Site Records 1 25 of 50 record s that match the search criteria Go to page of 2 page s e To add a new user select Add User Complete required information and Submit The user will be sent an email asking him her to login with given username and password e To edit a user and or user permissions select the Edit button by the user s name Checking the Site box designates the user as a site administrator Allow Entered By means the user will be able to create orders for any other case managers at his her site and register new users see below Version 10 28 Page Edit User User Validated Uncheck to turn off all access for this user First Last Fax O Email a Password sses Send Emails Admin ComTrans Payer Site Allow Entered By Common Locations On the Common Locations page site administrators can add locations frequently used by Users at their site Manage Common Locations Pron tame y Version 10 29 Page Locations On the Locations page site administrators can create new locations and assign them to particular clients The o
20. ese pages unless directed by someone on the IT staff XII Online Support For immediate assistance during business hours click on the online support question mark a Difp Er S A Linda Abegg gt er WV lide ori C IS estions Comtrans User Manual Video Tutorials Comments Suggestion COMT C 0 mira ns labegg gocomtrans com ere for online suppor call 602 231 0102 ext 12 Home Orders Edit User Reassign Case Manager Admin Log Out XIII Frequently Asked Questions How do I get past this error message e Error XMLRPC Can t talk to server could not sent XMLRPC Message Reasons Access Denied on Client Solution Internet Explorer Browser tools internet options security custom level miscellaneous Access data sources across domain enable ok yes ok refresh screen How do I change an order before submitting it e Follow the steps listed in Check Order Status section to view existing orders e Select Edit e Use the blue links on the left side of the screen to navigate between sections Version 10 34 Page COMT ComTrans Transportation Request Order 1272 Status Unsubmitted Site Contact Participants Participants Tae a Pick Up Drop Off Return Name O O f oom Gender Remove or Participant 01 01 2001 Remove Doe John Comments Review Order Print Order Add Participant Add Passenger Submit Order Ill How do I register if I get an error saying Domain not recogniz
21. information for the person 1s in the Participant section the first participant chosen will be listed in the Participant section Submit e Any past data for the person listed in the Duplicate Participant section will be combined with the Participant and only the Participant will be seen by users For example using the information avobe all of jane doe s completed and pending transportation orders would be reassigned to Jane Doe Information will not be lost but will be found under Jane Doe s profile Version 10 3llPage Passengers The Passengers page allows site administrators to edit and add passengers Passengers added here will be available to all users at the site e To make changes to a passenger at your site select Passenger from the sidebar Select the Edit button next to the passenger you would like to change make changes and Submit e To add a new passenger for users at your site to choose select Passenger from the sidebar Select the New Passenger button enter passenger information as explained in New Participant Passenger and Submit Reason The Reason page allows site administrators to edit and add reasons for transportation e To make changes to a reason for your site select Reason from the sidebar Select the Edit button next to the reason you would like to change make changes and Submit e To create a new reason for users at your site to choose select Reason from the sid
22. ne Way Return transport FROM appointment only enter time in return field D Appointment and Return e Only one time pick up or drop off is required for each leg of the trip If the Comtrans driver will need to know a pick up and drop off time check the Specify a Pick Up Time or Specify a Drop Off Time box and provide the additional time e Priority assigns the pick up or drop off time as more important Usually the Drop Off time is the priority for appointments and the Pick Up time is the priority for return trips so these are the default settings If an order takes exception to these default settings make sure to change the priority An example of an exception would be if a child needs to be picked up at school at 2 10pm for a 3 30pm appointment Pick Up is the priority so that the child is not left waiting at school e Time Constraints If designating a pick up and drop off time please remember the time constraints such as loading time traffic variances the possibility of picking up additional passengers etc Version 10 14 Page E Order Type e One Time the transport occurs once on a single date e Recurring the transport happens at the same time with the same pick up and drop off locations on an ongoing basis The example below shows how to schedule an appointment that occurs every Monday Wednesday and Friday with the first appointment on Wednesday February 8 and the last on Monday April 30th Always double check the
23. nly locations that will appear for all participants are the locations of the sites Participants The Participants page allows site administrators to merge edit and add participants Participants added here will be available to all users at the site e To change information about a participant at your site select Participant from the sidebar Select the Edit button next to the participant you would like to change make changes and Submit e To add a new participant for users at your site to choose select Participant from the sidebar Select the New Participant button enter participant information as explained in New Participant Passenger and Submit Manage Participants Last Name A SFM Select Participant For Merge rns II MT Abbas Muna 11003 Abegg Linda Abelein Mary 052410 Abrahamson Julia 07 14 1957 ACEDO ALYSSA 06 22 1999 082700 yt i 4 Merge Selected Participants Records 7 25 of 9750 record s that match the search criteria Go to page of 390 page s e To merge duplicate participants combine instead of delete without losing past information select SFM beside two duplicate participants Merge Participants Version 10 30 1Page Merge Participants required Participant First Last Name Jane DOB 01 01 2001 Gender D Mobility Duplicate Participant First Last DOB 01 01 2001 ID e On the Merge Participants page make sure the correct
24. ntact information or special instructions as needed for explanations of these fields see the New Location section e Update Next e Repeat the steps above for the Drop Off location Version 10 17 Page Comtrans TR 70572 Status Unsubmitted Drop Off Trip Contact P Passenger Appointment Times Pick Up Location Location Drop Off Location requirec Return Location Property Name Trip Comments Street 2336 E Magnolia St Review Order Building Print Order Unit S er II ays 5 H y Cross Streets T Contact e If you did not check the box on the Pick Up location indicating that the Return Location would be the same the next screen will ask you to provide a Return Location Follow the same steps as on previous locations Select Location Return property Name 7 Select 2336 E Magnolia St 1515 E Roeser Ra k 4 j New Location Common Locations Records 1 11 of 11 record s that match the search criteria New Location Locations added by Users will be saved under the participant s name for future use If the location is created as a pick up location 1t will only be saved as a pick up location and 1f the location is created as a drop off location it will only be saved as a drop off location e If the location is not listed select New Location Version 10 lsSlPage Select Location Return Property Name SSS ET reia Tee Select Records 1 11
25. on Return Location Select Reason Trip Comments Trip Type Review Order Trip Type O Round Trip One Way Appt O One Way Return Print Order Appointment Submit Order MM Drop Off O Specify a Pick Up Time La e ay A Order Information e TR assigned to each trip as an internal reference number for ComTrans e Status Unsubmitted the order has not been submitted In Process the order has been submitted Processed the order has made it to the Comtrans schedulers Accepted the trip has been scheduled B Reason e Select the reason for the transport from the selected list e If it is not listed select Other and enter the reason If you regularly have a reason for transport that is not listed please notify an administrator who can add it for you Version 10 I3lPage Comtrans TR 70572 Status Unsubmitted Trip Contact Appointment Times rip Vontac Passenger Trip Type Appointment Times Trip Type Round Trip One Way Appt One Way Return Drop Off Location Drop Off Return Location Cl Specify a Pick Up Time Trip Comments Will Call For Return Review Order Return Print Order Pick Up __ E Submit Order C Specify a Drop Off Time Order Type LD Ge Ge C Trip Type e Round trip transport to and from appointment enter time in appointment and return e One Way transport TO appointment only enter time in appointment field e O
26. s Message Board Last Update 10 19 2011 10 19 2011 Individual day changes Single or Reoccurring Great News We are one step closer to automating the order change process You can now change or cancel a single day order using this new feature It will speed up our processing time and help reduce errors For reoccurring trips you can now make changes or cancellations online for individual days Call Tawana for assistance ext 123 06 17 2011 Lost Orders Please click on this link for some quidance Chat Support for Clients Edit Vendors The Edit Vendors page allows Comtrans administrators to edit and add other vendors e To make changes to a vendor select Edit Vendors from the sidebar Select the Edit button next to the reason you would like to change make changes and Submit e To create a new vendor select Edit Vendor from the sidebar Select the Add Vendor button enter the vendor information and Submit Select Payer Site Use the Select Payer Site page to navigate to the site you need to manage Version 10 33 1 Page e Click Select Payer Site Select the Payer Select the Site Then use the links in the sidebar Site menu to manage the site see Special Instructions for Site Administrators Add User to Site After selecting Add User to Site from the sidebar Select the user Select the site then Add user to site RPC Key Import Payers and Sites and Edit Message Board Do not use th
27. s e Follow the steps listed in Check Order Status section to view existing orders e Select Tickets e Select the Ticket number hyperlink for the trip needing to be changed Ticket Details for Linda Abegg Order 76096 Copy Listing Fan Sen hom Aw o T toi sam oP Soe Prior Cancel A 03 19 2012 Open oR Ace ABE MAGNOLIA ST Ph a e E MAGHOLAST Ph a a e EMAGHOLAST Ph 11 Tickets Displaying tickets 1 11 Refresh Close Window e The left side shows the ticket as originally scheduled To make a change click Update Ticket and then enter desired changes Version 10 23lPage Linda Abegg Order 4 76096 O Ticket 1 Ticket 2 TEST TEST TEST Please process so I can view the new screens and add them to the user manual test Original No Changes View Service Date e If you are canceling or editing less than one business day before the transport please contact Comtrans directly e An email confirming the change will be sent to the address designated on the order e The change will be added to the comments section of the order when you view it VII Changing Recurring Orders e Follow the steps listed in Check Order Status section to view existing orders Cancel e Select Cancel e Enter the date the cancelation will take effect and the reason for canceling e Transports before the effective date will not be canceled Edit e To edit a single trip in a recurring
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