27 STEPS
1. The first step is to open your CTS Software TripMaster database and with your mouse, hover over Master Pages.
2. From the Master Pages menu go down and click Rider Master. All Master pages are listed in alphabetical order.
3. Click +Create a New Rider to start entering a new rider.
4. Start with entering the riders
First Name. Any field with a red *asterisk must be completed in order to create a new rider. All other information is not required, but feel free to add any other information to improve tracking rider characteristics.
5. Next, enter the riders Last Name.
6. Click *Mobility and select the rider's mobility.
7. Choose between Ambulatory, Lift, Stretcher and Wheelchair mobility. Here we will choose Ambulatory.
8. We now need to attach an address to this rider. Scroll down to *Home and click Select Site.
9. Start entering the riders address in the smart search highlighted field.
10. Once the address you are entering appears click the highlighted address.
11. Select the *Default Code for this address.
12. For a rider we will be selecting
R - Residence
13. Make sure your information is correct, and then click Create New Site button.
14. Before we complete setting up a new rider, we need to make sure a funding source or account is attached to this rider. Click on +Add to start.
15. From here select the account you wish this rider to be attached to. You should already have your accounts built through the Account Master Page.
16. Here we are going to select a prebuilt account for this rider.
17. Once an account is selected click the Save option.
18. Next, in the Action area you can either remove a preexisting account or make an account the default for this rider.
19. Here after removing the preexisting account, we have now made the new account the default account for this rider.
20. Once all required information and optional information for a new rider is entered click Save.
21. You now have your new rider built! From the Rider Summary you can Edit this rider if needed.
22. You can also Deactivate the rider if needed from the Rider Summary.
23. Simply confirm the deactivation and this rider will be deactivated until changed back to active.
24. If you need to, you can search for another rider when you click Search Again.
25. Searching is easy. You can type and search by last name, first name or phone number...
26. Here we have searched and found the rider you just built. Click on the rider once found.
27. That's it! You have successfully built your rider in TripMaster!
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2535303/App-Tripmastersoftware---How-to-create-a-new-rider-