Member management and utilization tracking FAQ

Uber Health’s trip restrictions and utilization tracking includes:

• Members: Health riders with saved profiles in the Uber Health dashboard
  • For health plans, this is the equivalent of a list of members from an eligibility file, and for providers this may be made up of a roster of frequent patients.
• Plans: Groups of members that have access to specific benefits or policies
  • For health plans, this is likely a specific plan ID. For providers, this may be groupings of patients based on types of care that they receive (e.g. patients with recurring dialysis appointments may have different ride allowances than patients who need an annual wellness visit).
• Benefits: Specific policies within a plan, such as dollar or mileage limits

For organizations outside the United States and Canada, please contact us to get this setup on your account.

How can I create a plan?

To create a plan go to the Plans section and select Create new plan. Once a plan is created, administrators can add benefits to the plan with allocations and restrictions.

Managing Plans and Restrictions

Administrators can create, edit, or delete benefit restrictions. Coordinators can view restriction details, but can’t change them.

To add restrictions to an existing benefit:

1. Go to the Uber Health dashboard
2. Navigate to the Plans section
3. Find the benefit and select Edit
4. Update desired restriction types
5. Select Save when all updates are complete

Members have to be associated with plan IDs in order to enforce the rules associated with that plan. Every member can be associated with one or more plans by assigning Plan IDs to their member profiles.

We recommend making changes to plans not more frequently than annually. While changes can be made after initial creation of policies, they may add complexity to past utilization reporting.

See Managing Member Profiles for details on adding a member.

Configuring Plan Restrictions

Administrators can set restrictions for the overall benefit allowance (monthly or annually), and a specific trip level restriction.

Overall benefit allowance defines:

• Dollar amounts (e.g. a member can have $100)
• Number of rides (e.g. a member can have up to 10 rides)

Trip level restrictions include:

• Dollar amount per ride
• Distance per ride
• Allowed or restricted locations
• Time of day
• Vehicle type

Every plan must have at least one benefit, but can have multiple benefits. For example, a plan may have 10 rides a month for one benefit, and a separate benefit of $100 a monthly allowance for another type of ride. When requesting a ride, coordinators will be prompted to select the appropriate plan.

Can I set policies and restrictions without creating members?

No, benefits and restrictions within a plan are set by associating the plan with riders saved with member profiles.

How does a ride get applied to a benefit?

When requesting a ride, a coordinator will be prompted to select the member and the corresponding active plan. Based on the plan, the system shows the benefits associated with the member. The coordinator can choose from the benefits within the plan, and the dashboard will display if the ride is covered under the benefit.

See Tracking Utilization for more information.