Client Enrollment

Seamless Onboarding for Riders & Agencies

QRuzen’s Client Enrollment module streamlines the process of registering new riders into your system—whether they’re first-time users, Medicaid members, or recurring community transit clients. Built for speed, accuracy, and compliance, this tool simplifies eligibility checks, document collection, and account setup—all from one intuitive platform.

Intake Made Easy

Fast, accurate client enrollment is the foundation of efficient operations. With QRuzen, your team captures all the essential rider information in just a few clicks—from basic contact details to mobility needs and funding eligibility.

Intake Features

Customizable Intake Forms
Tailor fields based on service types (ADA, Medicaid, senior transit, etc.) and agency requirements.
Eligibility Capture
Collect Medicaid IDs, veteran status, program enrollment, or income thresholds during onboarding.
Document Upload
Riders or agency staff can attach proof of eligibility, ID, or special mobility needs through a secure web form.

Configurable Workflows

Every agency has different policies and compliance requirements—and QRuzen meets you there.

Step-Based Enrollment Flows
Automate your agency’s approval chain (intake > review > verify > activate) to streamline enrollment.
Auto-Assign Riders
Automatically place new clients into service categories, billing groups, or mobility profiles.
Alerts & Flags
Get notified when rider information is incomplete or eligibility is about to expire.

Real-Time Validation & Compliance

Broker Verification
Instantly check Medicaid eligibility via integrated broker APIs (MART, GATRA, Modivcare, MTM, Veyo).
Duplication Prevention
Built-in tools flag possible duplicates or errors before saving the rider record.
Audit Trails
Every change—who entered the record, when, and what was edited—is stored in an audit log for compliance.

Integrated with Your Operations

The best part? Once a rider is enrolled, their data flows automatically into scheduling, reporting, and invoicing modules.

Trip Booking Ready
Riders become eligible for trip creation instantly—no need to re-enter data or wait on paperwork.
Funding Source Alignment
Enrolled riders are automatically categorized by their funding group (Medicaid, contract, self-pay), helping downstream modules apply correct rates and rules.
Realtime Sync
Enrollment changes (e.g., updated address, mobility equipment) sync live to the driver app and dispatch console.

Benefits for Agencies

Cut Admin Time by 50%

Automated workflows mean fewer phone calls, less paper, and shorter wait times for new clients.

Fewer Errors, Better Data

Digital forms with required fields ensure clean, structured data that supports scheduling, compliance, and billing.

Improved Client Satisfaction

Fast, mobile-friendly intake boosts trust and gives clients confidence that they’re in capable hands.

Scalable for Growth

From 100 clients to 100,000, the QRuzen platform grows with you—without slowing down.

Popular Use Cases

ADA/Paratransit Certification
Intake and validate ADA eligibility with digital signature capture and file uploads.
Medicaid/NEMT Rider Enrollment
Configure rider forms based on broker program requirements.
Contract/Subscription Riders
Onboard corporate accounts or recurring riders and auto-assign them to billing codes.

How It Works

Configure Forms – Choose which fields and documents to collect based on your program.
Enroll Clients – Staff or riders fill out digital forms from any device.
Validate & Approve – Review, flag, and activate eligible riders instantly.
Auto-Sync – Enrolled riders show up in trip booking, routing, and billing with zero duplication.

Powerful Features Built-In

Mobile-responsive rider portal
Role-based access control
Expiration alerts for documents
Medicaid/Broker API integrations
Support for multi-agency and multi-program setups

Ready to enroll smarter—not harder?

Book a Demo or contact us at info@qruzen.com to see how QRuzen simplifies client intake and sets your transit operation up for success.