
Here's an interactive tutorial
https://www.iorad.com/player/1562720/How-to-Add-and-Edit-Sites
18 STEPS
1. There are many places to conveniently add and edit site information.
One way is the Site Master.
To add or edit sites this way, the first step is to open CTS Software - TripMaster and with your mouse, hover over Master Pages
2. Click Site Master
3. Click Select or search for address. This is a Google Maps search, you can search by the exact address or by the name of the facility that would appear in a Google search.
4. Click the correct address
5. With your mouse, select text in the Name section
6. Type Name of the location. This allows you to search by the address or by the name of the facility or residence.
7. You can also view the map as satellite imagery
8. Scroll down. The Default Code section is not required except for NC or IL Medicaid. This can be left as the default of P-Physician, or can be changed.
9. Click create Create New Site
10. Now let's look at how to add a new site to a reservation.
By clicking the drop down list under Locations, this will show a list of locations where a rider has previously rode.
11. Click the search magnifying glass to select a new site
12. Type the name or search for address
13. Click the correct address
14. If the location on the map is incorrect, you can drag the red teardrop to the correct location.
14b. Drop
15. Click Update Address to Match Map Pin
16. Scroll down and click Update Existing Site and Close
17. Or, if you need to add an additional unit or apartment number, you can add this to Address 2
18. You may need to create Create New Site rather than updating the existing site.
