What Should I Do If I Import Trips Under the Wrong Funding Source?

Overview

If trips are imported under the wrong funding source in MediRoutes, they can often be corrected quickly depending on the trip file.

The issue can be resolved by:

• Re-importing the file with the correct funding source, or
• Manually updating the affected trips

The correct method depends on whether the trip file contains unique trip numbers.

Quick Fix: Re-Import the File

If your trip file contains unique trip numbers for each trip, you can correct the issue by re-importing the file.

How It Works

When trips are imported with unique trip numbers:

• MediRoutes recognizes the trips as existing records
• Re-importing updates the trips instead of creating duplicates

Steps to Fix

1. Go to the import page
2. Select the correct funding source
3. Upload the file again
4. Wait for import process to complete

All trips will be updated to the correct funding source.

When Re-Importing Will NOT Work

If the trip file does not contain unique trip numbers:

• MediRoutes cannot match trips during re-import
• Trips will not update automatically
• Duplicate trips may be created

Manual Fix: Update Trips Individually

If your trip file does not contain unique trip numbers, trips must be updated manually.

Steps to Update Trips

1. Navigate to the Home tab
2. Select the date the trips were imported
3. Filter trips by the incorrect funding source
   
   
4. Click the pencil (Edit) icon
5. In the edit view, locate the Charges section
6. Find the Funding Source field
   
7. Click the field and select the correct funding source
8. Click the green floppy disk (Save) icon
   

Best Practices

• Double-check the funding source selection before importing
• Test imports with a small file before large uploads
• Keep a copy of original import files for corrections