Any good software needs great users, and that's you and your team members! Let's get everyone on board and ready to use Bambi to max. Create a profile for new team members and set their type permissions
-Navigate to "Team" from the top menu.
-Navigate to “Accounts” on the Team Sub-Menu.
-Tap the green “Add a Member” button on the top right of the navigation.
-Choose Type of User:
-Complete User Information: Name, Phone Number and Email Address
Note: The unique email address associated with each team member will serve as both their account identifier for receiving the Bambi welcome email and their login username for accessing the platform.
After creating a user account profile for new team members it’s time to pick your drivers.
Drivers must have a member account setup before being added as a Driver
-Navigate to “Driver” on the Team Sub-Menu
-Tap the green “Add a Driver Profile” button on the top right of the navigation
-Select a Member to Add them as a Driver
Note: If you can’t find a person to add as a Driver, go back to Adding User Accounts and make sure they have a member account setup
-Add Legal Driver Information: License Number, DOB, Issuing State and Expirations Date for compliance
-Activate Driver: Toggle “Is this Driver Active?”
Proceed to the “Next” step
Select which vehicle type(s) this driver can handle:
Ambulatory Load / Unload: Passenger is able to walk.
Broda Chair Load / Unload: Specialized wheelchair.
Geri Chair Load / Unload: Basic Geriatric chair.
Stretcher Load / Unload: Stretcher Cot.
Wheelchair Load / Unload: Basic wheelchair.
Wheelchair XL Load / Unload: Extra-Large or Bariatric wheelchair
Select a service level(s):
Curb to Curb: Passenger is picked up at the curb and dropped off at the curb.
Door to Door: Passenger is picked up at door and dropped off at door.
Door Through Door: Passenger is met inside pickup location (if necessary) and dropped off inside destination (if necessary).
-Select any ‘Other’ skills:
Bariatric
Stairs
-Tap “Save”
Note: You can Edit these settings anytime or Delete a Driver by tapping the “Edit” Pencil icon for any listed Driver
Note: The unique email address associated with each team member will serve as both their account identifier for receiving the Bambi welcome email and their login username for accessing the platform.
After creating a user account profile for new team members it’s time to pick your attendants.
Note: Attendants are not intended to operate any vehicles
-Navigate to “Attendant” on the Team Sub-Menu and tap the green “Add Attendant” button on the top right of the navigation.
-Select a Member to Add them as an Attendant.
Note: If you can’t find a person to add as an Attendant go back a step and make sure they have a member account setup.
Proceed to the “Next” step
-Select which vehicle types this Attendant can handle:
Ambulatory Load / Unload: Passenger is able to walk.
Broda Chair Load / Unload: Specialized wheelchair.
Geri Chair Load / Unload: Basic Geriatric chair.
Stretcher Load / Unload: Stretcher Cot.
Wheelchair Load / Unload: Basic wheelchair.
Wheelchair XL Load / Unload: Extra-Large or Bariatric wheelchair
-Select a service level(s) for Attendant:
Curb to Curb: Passenger is picked up at the curb and dropped off at the curb.
Door to Door: Passenger is picked up at door and dropped off at door
Door Through Door: Passenger is met inside pickup location (if necessary) and dropped off inside destination (if necessary)
Other Skills:
Bariatric
Stairs
-Tap “Save”
Note: You can Edit these settings anytime or Delete an Attendant by tapping the “Edit” Pencil icon for any listed Attendant.
Navigate to “Accounts” on the Team Sub-Menu and tap the green “Add Member” button on the top right of the navigation.
-Select User Type:
Facility Admin: can create “Facility Users", request trips, view passengers and edit settings for a specific Facility Ride Ordering Portal.
Facility User: can only view passenger and trip status for a specific Facility Ride Ordering Portal.
-Complete User Contact Information: Name, Phone Number and Email Address
-Select Payer(s): Note these are the “Facilities” that this user will manage.
-Tap “Save”
Note: As soon as you create a new Facility Admin or User that email address will receive an email to login and reset / create a new password.
Add Credentials to Members for compliance and training
-Navigate to “Credentials” on the Team Sub-Menu and tap the green “Add Credential” button on the top right of the navigation.
-Select Credential Type:
Safe Driving: This credential indicates the individual has demonstrated competence in safe driving practices, likely through a course or assessment.
CPR: This credential signifies the individual is certified in Cardiopulmonary Resuscitation, meaning they have been trained to provide life-saving assistance in the event of cardiac arrest.
-Select a Team Member to Add Credentials
-Indicate Expiration Date
To find a deleted user in the video, you first need to go to the "Accounts" section in the Teams area.
-Once there, toggle the purple button in the upper right that says "Include deleted". This will show you all the users that have been deleted.
-If you want to bring a user back, click the "Edit" button next to their name, and then in the pop-up window, click "Restore Member". After that, the user will be active again and will appear in your list of active users.
A crew assignment is otherwise known as a work schedule. For Bambi to dispatch your trips, it is essential that we first make a "Crew Assignment" so we can tell Bambi who is available to take these trips. Watch the video above to learn more
Editing can be stressful, but not with Bambi! Editing your Crew Assignment from the "Dispatch" screen is as easy way to adjust your drivers availability. Watch the video above to learn more
