Step 3: Plan your programme launch
Set expectations with your coordinators so they know they'll be using Uber Health to request rides for others, and how you want them to use it.
What to communicate to coordinators
Check your work email
Anyone you add as a coordinator will receive an email invitation to join your business account. They'll need to activate their account before they can start arranging rides for others.
Use your unique invite
Each invitation link is customised to an individual email address. Forwarding emails or sharing links with other people won't allow them to join the company account.
Create passwords
When they receive an email, they'll be asked to verify their email and create a unique password. When you receive your email invite, click "Verify email" and create a unique password.
If they get a different email from Uber for Business asking you to join an account, this means they already have an Uber account associated with their work email address. They should sign in to their existing account instead. If they don't remember their password, you can reset it at t.uber.com/forgot-password.
Create a process
Establishing a process will help you more smoothly launch with Uber Health.
Rider eligibility and ride coordination
- Rider eligibility and documentation
- Who can schedule rides
- What types of rides they'll schedule
Communication
- How coordinators should use the memo field
- How to communicate details to the rider
- Who should riders should reach out to with questions
Access controls
- Who will have permission to add and remove coordinators
Set up plans and self-booking
Give members direct access to book their own rides, while ensuring your organisation retains control over budget limits and ride policies
Create a plan
A plan sets out the rules for how a group of members can use their ride benefit:
- Total dollar amount or number of rides
- Maximum fare, distance, or mileage per trip
- Number of rides/spend per period
- Permitted or restricted locations
- Time of day or days of the week
- Vehicle types
Add members
Members are riders with saved profiles in your Uber Health dashboard. Adding a member allows you to pre-fill their details when requesting a ride, and apply the correct plan to the correct group. However, Members can also be added without creating Plans. See more about adding members individually, via bulk upload or SFTP here.
Enable self-booking
Once a plan is enabled for self-booking, every member on that plan receives a text invitation to book rides directly from the Uber app — no coordinator required. Admins can resend invitations for all riders from their member profile.
Set expectations with riders
Please note that riders should confirm they are running the most recent version of the Uber app before attempting to accept an invitation. Riders will:
- Click on the download the Uber app link from the SMS and create an account (if they don’t already have one).
- Click on the invite access link from the SMS.
- Accept a HIPAA authorisation.
- Enter their date of birth.
- Once verified, they can view their payment methods and health benefit information.