69

Get out of your office! Conducting Effective Site Visits

Embed Size (px)

Citation preview

Page 1: Get out of your office! Conducting Effective Site Visits
Page 2: Get out of your office! Conducting Effective Site Visits
Page 3: Get out of your office! Conducting Effective Site Visits
Page 4: Get out of your office! Conducting Effective Site Visits
Page 5: Get out of your office! Conducting Effective Site Visits
Page 6: Get out of your office! Conducting Effective Site Visits
Page 7: Get out of your office! Conducting Effective Site Visits
Page 8: Get out of your office! Conducting Effective Site Visits
Page 9: Get out of your office! Conducting Effective Site Visits
Page 10: Get out of your office! Conducting Effective Site Visits
Page 11: Get out of your office! Conducting Effective Site Visits
Page 12: Get out of your office! Conducting Effective Site Visits
Page 13: Get out of your office! Conducting Effective Site Visits
Page 14: Get out of your office! Conducting Effective Site Visits
Page 15: Get out of your office! Conducting Effective Site Visits
Page 16: Get out of your office! Conducting Effective Site Visits
Page 17: Get out of your office! Conducting Effective Site Visits
Page 18: Get out of your office! Conducting Effective Site Visits
Page 19: Get out of your office! Conducting Effective Site Visits
Page 20: Get out of your office! Conducting Effective Site Visits
Page 21: Get out of your office! Conducting Effective Site Visits
Page 22: Get out of your office! Conducting Effective Site Visits
Page 23: Get out of your office! Conducting Effective Site Visits
Page 24: Get out of your office! Conducting Effective Site Visits
Page 25: Get out of your office! Conducting Effective Site Visits
Page 26: Get out of your office! Conducting Effective Site Visits
Page 27: Get out of your office! Conducting Effective Site Visits

Page 28: Get out of your office! Conducting Effective Site Visits
Page 29: Get out of your office! Conducting Effective Site Visits
Page 30: Get out of your office! Conducting Effective Site Visits
Page 31: Get out of your office! Conducting Effective Site Visits
Page 32: Get out of your office! Conducting Effective Site Visits
Page 33: Get out of your office! Conducting Effective Site Visits
Page 34: Get out of your office! Conducting Effective Site Visits
Page 35: Get out of your office! Conducting Effective Site Visits
Page 36: Get out of your office! Conducting Effective Site Visits
Page 37: Get out of your office! Conducting Effective Site Visits
Page 38: Get out of your office! Conducting Effective Site Visits
Page 39: Get out of your office! Conducting Effective Site Visits
Page 40: Get out of your office! Conducting Effective Site Visits
Page 41: Get out of your office! Conducting Effective Site Visits

Page 42: Get out of your office! Conducting Effective Site Visits
Page 43: Get out of your office! Conducting Effective Site Visits
Page 44: Get out of your office! Conducting Effective Site Visits
Page 45: Get out of your office! Conducting Effective Site Visits
Page 46: Get out of your office! Conducting Effective Site Visits
Page 47: Get out of your office! Conducting Effective Site Visits
Page 48: Get out of your office! Conducting Effective Site Visits
Page 49: Get out of your office! Conducting Effective Site Visits
Page 50: Get out of your office! Conducting Effective Site Visits
Page 51: Get out of your office! Conducting Effective Site Visits
Page 52: Get out of your office! Conducting Effective Site Visits
Page 53: Get out of your office! Conducting Effective Site Visits

Hopelink Summation

An Organization that provides many services for families in need, helping them become self-sufficient.

Programs include:

• Food

• Housing

• Family Development

• Adult Education

• Financial Education

• Transportation

What is Hopelink?

Page 54: Get out of your office! Conducting Effective Site Visits

Mobility Management

Information from: https://www.hope-link.org//get_help/transportation/mobility_management/

Page 55: Get out of your office! Conducting Effective Site Visits

Hopelink Transportation

• Customer Service• Resource Management• Partner Relations• Schedulers• Dispatchers

• Dispatchers• Supervisor• Drivers

• Operations• Admin• IT

Dial-a-Ride Transit (DART)

MedicaidBrokerage

Page 56: Get out of your office! Conducting Effective Site Visits

Hopelink Transportation

Page 57: Get out of your office! Conducting Effective Site Visits

Hopelink Transportation

Dial-a-Ride Transit (DART)

Page 58: Get out of your office! Conducting Effective Site Visits

Hopelink Transportation

Dial-a-Ride Transit (DART)

Page 59: Get out of your office! Conducting Effective Site Visits

Hopelink DART

• Drivers pick up paper manifest and cover sheets from office.

• Drivers begin their day, running the fixed routes.

• Drivers contact dispatchers through push-to-talk Motorola phones.

• Dispatchers use the big white board to track vehicles that are in-service, out-of-service, or undergoing repairs.

Day In the Life

Page 60: Get out of your office! Conducting Effective Site Visits

Hopelink DART

Page 61: Get out of your office! Conducting Effective Site Visits

Hopelink DART

• Clients book trips through the website or by calling the dispatcher at least 2 hours in advance.

• Dispatchers contact drivers and tell them about the deviations, if they are available.

• Trips are not denied if the rider is going to or being picked up from the proper areas.

• If nothing is available, the dispatcher tells the client when they could be picked up.

• Walk-on deviations are available, if the driver is scheduled to run through the deviation zone.

• When anything occurs, the dispatcher logs an event in their Access DB.

Day In the Life

Page 62: Get out of your office! Conducting Effective Site Visits

Brokerage Process

CSC Intake and Data Entry

Mode?

ADMINVoucher

Fulfillment Process

Same Day?

CSCSame Day Scheduling

Process

RESOURCEMANAGEMENT

Future Scheduling

Process

ADMINMonth end

reconciliation and billing

process

Service Delivery

ADMINProvider Billing

Process

PARTNER RELATIONS

Partner Onboarding

Contract Monitoring

ACCOUNTINGA/P, A/R, General Ledger,

Financial Reports

Lower Higher Yes

No

Page 63: Get out of your office! Conducting Effective Site Visits

Reservation Process

Verify/Update customer’s

personal data

Valid Trip?

Contact medical facility

to verify

DSHSelig.?

Screening:• Covered

Service• Local Provider

QA and Scheduling

Process

Trip / Customer

information updated

and entered into software

NoVerify/Update

customer’s Eligibility

Denial process

Need to

Verify?

Valid?

Denial process

Service delivery

Post trip verification

process

Yes

YesYes

Yes

Billing

No

No

Denial process

No

Page 64: Get out of your office! Conducting Effective Site Visits

Where they fit

• Brokerage

• Large Urban

• ASP Client

• On-Premises Install

• Fixed Route

• Deviated Fixed Route

Where they are different

• Lower Mode

• Want to supply multiple Fixed Route contracts across the region

• Must import and export large amounts of data

• Rely heavily on Access to run reports they cannot run in RouteMatch

Hopelink

Page 65: Get out of your office! Conducting Effective Site Visits
Page 66: Get out of your office! Conducting Effective Site Visits
Page 67: Get out of your office! Conducting Effective Site Visits
Page 68: Get out of your office! Conducting Effective Site Visits
Page 69: Get out of your office! Conducting Effective Site Visits