August 07, 2025

Version 1.87.0

Latest

OTG Rides Platform Update - Partner Admin Upgrades, Ride Tracking Improvements & General System Fixes

This release focuses on enhancing Partner Admin capabilities, improving user experience in maps and ride tracking, and resolving known system issues.
We’ve also rolled out an improved interface and functionality for managing Transportation Provider settings and Ride settings at the partner level. This update allows Partner Admins to configure rideshare integrations, independent providers, and custom service combinations in a more intuitive and flexible way.

Enhanced Access for Partner Admins

Overview

Partner Admins have now been granted expanded control and visibility across various operational areas to support more efficient partner management and reconciliation processes.
We are also extending access to several existing configuration and service management tools to Partner Admin users. This update empowers Partner Admins to manage ride workflows, client eligibility, service zones, and more-without needing intervention from internal support or super admins.

Create Partners and Users:

What’s New?

Partner Admins can now:

Create new Child Partner accounts
Create User accounts under their own or child partner organizations
Assign appropriate roles and permissions during user creation

This was previously a restricted action, available only to System or Broker-level Admins.

Why This Matters

This change reduces dependency on higher-level admin teams and enables decentralized growth. Partner Admins can now scale their networks, onboard new users faster, and maintain organizational autonomy.

Use Case:

A Partner Admin is responsible for overseeing transportation operations in three cities. Each city has a local team that needs:

Access to the OTG Rides platform
Specific permissions (e.g., only dispatch, or reconciliation only)

Now:
The Partner Admin can:

Create new Partner accounts for each city
Add users under each Partner with roles like Dispatcher, Finance Admin, or Viewer
Avoid delays that used to occur when waiting for system-wide admins to do this manually

Outcome:
Faster onboarding, tailored access control, and improved operational independence.

A partner admin managing multiple child partner organizations can onboard new partners or user accounts independently without relying on higher-level admin intervention.

Access to Transportation Providers:

What’s New?

Partner Admins now have full visibility into:

All linked Transportation Providers (rideshare and independent)
Their active/inactive status, types of service supported (Ambulatory, WAV, etc.), and integration types (Uber, Lyft, local)

Admins can also update:

Partner eligibilities and
Preferred settings
Custom overrides for local configurations

Why This Matters

Previously, Partner Admins couldn’t directly configure provider availability. This change gives them hands-on control to optimize their provider network based on real-time needs and performance.

Use Case:

A Partner in Dallas observes delays with Uber during peak evening hours. They want to give priority to an independent provider who operates during those times.

Now:
The Partner Admin can:

Review all active providers
Prioritize or activate the independent provider for evening ride requests
Adjust eligibility configurations on the fly

Outcome:
Improved service delivery, faster ride assignments, and better alignment with local provider capabilities.
Admins can quickly review provider details, update statuses, or configure eligibility settings as needed for smoother coordination.

Create Client Groups:

What’s New?

Partner Admins can now:

Group clients by location, funding source, eligibility criteria, ride frequency, or service needs

Why This Matters

Managing large numbers of clients individually is inefficient. With groupings, admins gain powerful tools for bulk actions, targeted management, and performance tracking.

The ability to organize clients into groups based on geography, service type, or eligibility criteria is now enabled.

Use Case:
For large operations managing hundreds of clients, grouping helps apply settings or campaigns collectively and improves reporting clarity.

Each group has:

Different eligibility criteria
Ride limits
Distinct reporting needs

Now:
The Partner Admin can:

Create separate Client Groups for each
Assign rules (e.g., Vouchers, Eligibilities) per group
Generate group-specific reports for funders or compliance purposes

Outcome:
Clearer client management, policy enforcement, and accurate reporting without manual tagging or filtering each time.

Transportation Provider Reconciliation:

What's New?

Partner Admins now have the ability to initiate and manage reconciliation processes independently for:

Rides and providers directly associated with their own organization, and
Rides managed by their child partners (if applicable)
This functionality was previously restricted to higher-level (e.g., Broker or System) Admins.

Why This Matters

Reconciliation is the process of:

Reviewing completed rides
Matching ride records with provider invoices
Validating ride statuses, charges, and exceptions
Finalizing payment approvals or batch creation

By enabling Partner Admins to handle this themselves, the system now supports:

Faster payment cycles
More localized control and accountability
Reduced administrative bottlenecks

Additional Benefits

Transparency: Every reconciliation batch includes logs and audit trails, making it easy to track who approved what, and when.
Flexibility: Admins can create multiple batches by provider, by month, or by specific ride types.
Autonomy: Partner Admins no longer rely on central admins for routine operational financial workflows.

View Drafted Reconciliation Batches from Parent Partners:

Visibility into reconciliation batches drafted by parent partners allows better transparency and operational alignment.
Use Case:
A Partner Admin can track which rides are included in a batch, reducing duplicate follow-ups and streamlining audit processes.

Partner Admins Can Now Manage the Following Settings:

Client Survey Settings and Scheduling Controls

Partner Admins can now configure ride scheduling rules, dispatch permissions, and cancellation behavior independently.

Scheduling Controls:

Setting	Description	How It Helps
Pre-populate Default Pickup Address	Auto-fill default pickup location during ride booking	Reduces errors and booking time
Auto-Cancel Will-Call	Auto-cancels unconfirmed Will-Call rides	Optimizes vehicle dispatching
Maximum Mileage	Set maximum distance allowed per ride	Control program costs and prevent overuse
Dispatch Note	Add special instructions for dispatchers	Improves communication and rider support

Multi-Select Ride Configuration:

Setting	Description
Ride Purposes	Ensures that rides are only booked for approved purposes based on funding rules.
Cancellation Reasons	Track cancellations using standardized reasons for audit/reporting

Survey Reminder:

Partner Admins can now configure client survey options post-ride.

Feature	Description
Post Ride Survey	Collect feedback after trip completion
Frequency	Control how often clients receive surveys (e.g., Monthly)

Benefits to Partner Admins:

Self-sufficiency in managing ride settings and policies
Faster response times for client and program needs
Improved reporting through structured cancellation and purpose tracking
Stronger client engagement through feedback surveys

Transportation Provider Management Enhancements (Partner Settings)

Feature: Transportation Provider Management Interface -

UberHealth and Lyft Integration Toggles-

Partner Admins can now enable or disable UberHealth and Lyft integration directly from this screen using simple toggle buttons.

Use Case:
A partner operating in regions where Lyft is unavailable can disable the Lyft integration to avoid confusion and ensure only relevant providers are visible in eligibility settings and ride dispatch logic.

Independent Transportation Provider Selection-

Admins can choose from a dropdown list of Independent Transportation Providers (ITPs) that are affiliated or approved for their organization.

Use Case:
If a partner has local or contracted providers outside Uber or Lyft (e.g., regional NEMT vendors), they can be configured here. This allows dispatch logic to include them for eligible rides, improving network reach and reliability.

Feature: Transportation Provider Configuration Grid -

This section enables granular configuration of provider options based on combinations of service types and assistance needs.

Rural Setting Toggle-

The Rural switch allows partners to specify if the configuration applies to rural areas.

Use Case:
Some providers may only operate or be reimbursed under different rules in rural locations. Toggling this ensures rural eligibility logic is separated from urban/suburban logic.

Level of Service (LOS)-

Admins can select one or more Levels of Service like:

Ambulatory (for walking patients)
WAV (Wheelchair Accessible Vehicles)
Stretcher

Use Case:
If a client group requires wheelchair-accessible rides, this setting ensures only providers supporting WAV are matched for those ride requests.

Assistance Type-

Options such as:

Curb to Curb
Door to Door
Door Through Door

Use Case:
Some clients may require additional assistance from the driver (e.g., seniors or those with mobility challenges). Filtering by assistance type ensures the assigned provider supports the required service level.

Providers Selection-

Admins can define which providers are eligible under the combination of Rural/Urban + Level of Service + Assistance Type.
The list includes:

Lyft: Lyft XL, Lyft ,Lyft Lux etc.
Uber: UberX, UberXL, Uber Green, Uber WAV etc.

Use Case:
If a ride request is for a non-rural, ambulatory patient with curb-to-curb service, and the partner selects UberX and Lyft, the system will prioritize dispatching those providers based on availability, pricing, and integration settings.

This ensures:

Efficient provider matching
Compliance with partner-specific rules
Better cost control and rider experience

Ride Improvements:

New Pop-Up After PIN Change on Map

To ensure transparency and reduce potential location-based discrepancies, a new confirmation pop-up appears after a PIN (pickup or drop-off) is changed on the map.

Use Case: If a Dispatcher or Client User adjusts a ride's pickup location on the map, they are now prompted with a message showing the new custom location. This reduces the chances of accidental updates and ensures the user is aware of the change's impact on the ride ETA and pricing.

ETA Displayed Alongside Ride Status

The ride screen now includes real-time Estimated Time of Arrival (ETA) displayed next to the ride status.

Use Case: Riders, dispatchers, and agents can immediately see how far away the vehicle is, improving communication and reducing the need for follow-up calls. This enhancement offers greater transparency and user satisfaction.

General System Bug Fixes:

A range of backend and frontend issues have been resolved to improve overall stability, performance, and usability.

Use Case: These improvements ensure a smoother and faster experience for all users, especially those accessing the platform daily for booking, dispatching, or reconciliation tasks.

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Release Notes

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