45 results
- How do I delete a case management record in the Intake CRM?Data Management· Data Management· Intake CRM· Record Deletion
- How do I delete a caregiver record from Bolt HC?Data Management· Data Management· HR/ATS· Record Deletion
- How do I reset my password if I've forgotten it?Account Access· Account Access· Login/Access· Password Reset
- How do I get new or updated fields on my Dynamic File applications to auto-populate with caregiver data?Configuration & Workflows· Configuration· eDoc Suite/Dynamic Files· Field Mapping and Population on Dynamic Files
- How do I use the feedback widget in Bolt to submit a support request or bug report?Platform Support & Operations· Platform General· Platform General· Feedback & Support Submissions
- Why are certain fields on my caregiver application Dynamic File not auto-populating with caregiver information?Dynamic Files & Documents· Dynamic Files· eDoc Suite/Dynamic Files· Field Auto-Population Configuration
- I accidentally submitted a test or blank entry through the feedback widget. Does this create a real support ticket, and what should I do?Platform Support & Operations· Platform General· Platform General· Feedback Widget Usage
- How do I add a new Dynamic File or update an existing one in Bolt?Dynamic Files & Documents· Document Management· eDoc Suite/Dynamic Files· Dynamic File Addition and Update
- How do I set a permanent (default) search filter on the Caregiver List or Patient Search page?Configuration & Workflows· Configuration Request· HR/ATS· Search Filter Defaults
- I forgot my Caregiver Portal password or username, or I'm having trouble logging in — how do I regain access? (¿Olvidé mi contraseña o nombre de usuario del Portal de Cuidadores, o tengo problemas para iniciar sesión — cómo puedo recuperar el acceso?)Platform Support & Operations· Caregiver Support· Caregiver Portal· Login/Password and Application Assistance
- How can I make a field mandatory or change the ordering of fields on my intake or caregiver forms?Configuration & Workflows· Configuration· Platform General· Field Properties & Layout
- How do I delete a Dynamic File from a caregiver or patient profile?Data Management· Data Management· eDoc Suite/Dynamic Files· Dynamic File Deletion Request
- How do I fix incorrect or missing auto-populated fields (dates, names, checkboxes, initials) in my intake packet Dynamic Files?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Field Auto-Population & Mapping Fixes
- Why are date fields on my Dynamic Files not populating correctly during counter-signing, and how can I get this fixed?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Counter-Sign Date Field Auto-Population
- How do I counter-sign a Dynamic File document on a caregiver's profile (e.g., reference forms, rate confirmations, or HR-completed pages)?Dynamic Files & Documents· Document Management· eDoc Suite/Dynamic Files· Counter-Sign Requests
- How can I request that auto-populated fields on a Dynamic File be locked so caregivers cannot edit them, or request that additional fields (like address/apt #) be auto-populated?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Dynamic File Field Population and Locking
- How can I convert a text field on a Dynamic File into a dropdown with dollar amount increments (e.g., $0 to $20,000 in $500 steps)?Dynamic Files & Documents· Dynamic File Modifications· eDoc Suite/Dynamic Files· Input Field Type Conversion to Dropdown
- How do I get my agency's employer information (name, address, EIN) auto-populated on tax and employment forms like the W-4, I-9, or IT-2104?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Auto-Populate Employer Fields
- Why are employee signatures missing on multiple pages of a Dynamic File application, and what can be done about it?Issues & Troubleshooting· Bug· eDoc Suite/Dynamic Files· Signature Population Failure
- How do I add a new caregiver record in Bolt?Data Management· Data Management· HR/ATS· Caregiver Record Creation
- Why are certain fields on a caregiver profile not auto-populating, and what should I do?Issues & Troubleshooting· Bug/Data Issue· HR/ATS· Field Auto-Population Failure
- How do I add I-9 document type dropdown options to my Dynamic Files for counter-sign fields?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Dropdown and Counter-Sign Field Setup
- How do I delete test data records (patient cases or caregiver profiles) from Bolt?Data Management· Data Management· Platform General· Test Data Deletion
- How do I convert a free-text input field on the caregiver application into a dropdown menu with predefined options?Configuration & Workflows· Configuration· HR/ATS· Dropdown Field Conversion
- How do I request changes to field population or counter-sign configuration on a Dynamic File in a hiring packet?Dynamic Files & Documents· Dynamic File Configuration· eDoc Suite/Dynamic Files· Field Population and Counter-Sign Setup
- The font size on my Dynamic File is too large or the text is not aligned properly on the lines. How can I get this fixed?Dynamic Files & Documents· Document Formatting· eDoc Suite/Dynamic Files· Font Size and Field Alignment Fixes
- How can I configure date and name fields on a multi-page Dynamic File (such as an orientation packet) to be automatically populated when the document is counter-signed?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Counter-Sign Field Setup
- How do I delete duplicate or unwanted patient or caregiver profiles in Bolt?Data Management· Data Management· Platform General· Duplicate Profile Deletion
- How can I make specific fields required on a Dynamic File in Bolt?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Field Validation and Required Field Settings
- Why are my workflow inputs displaying as text fields instead of dropdowns in the caregiver workflow?Issues & Troubleshooting· Bug· HR/ATS· Field Type Rendering Issue
- What should I do if text is overflowing, cut off, or missing on my Dynamic Files (e.g., a caregiver's last name doesn't fit on the line, or pages appear incomplete with missing information)?Dynamic Files & Documents· Document Formatting & Data Population· eDoc Suite/Dynamic Files· Dynamic File field mapping and layout issues
- How do I merge duplicate caregiver profiles by moving files from one profile to another and deleting the duplicate?Data Management· Data Management· HR/ATS· Caregiver Profile Merge/File Transfer
- How do I add a new Dynamic File with signature capability to my agency's Bolt account?Dynamic Files & Documents· Document Management· eDoc Suite/Dynamic Files· Dynamic File Creation and Signature Configuration
- What should I do if Bolt is down, showing a blank/white page, or not loading?Issues & Troubleshooting· Platform Issues· Platform General· System Outage/Downtime
- How do I delete referral source types from my agency's database in Bolt?Configuration & Workflows· Configuration Management· Intake CRM· Referral Source Type Deletion
- What does the 'Ticket Closed' or 'Ticket Resolved' email from Bolt Healthcare Support mean, and what should I do if my issue isn't actually resolved?Platform Support & Operations· Support Operations· Platform General· Ticket Lifecycle Notifications
- How do I set specific fields on a Dynamic File as counter-sign fields?Configuration & Workflows· Configuration Request· eDoc Suite/Dynamic Files· Counter-Sign Field Assignment
- Can I have specific sections or fields on a Dynamic File greyed out so they don't need to be filled out?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Field Greying/Disabling on Dynamic Files
- Bolt is running slow. What should I do if I experience slow performance or latency on the platform?Issues & Troubleshooting· Performance Issues· Platform General· Slow Loading / Latency
- How do I convert a PDF document into a signable Dynamic File in Bolt?Dynamic Files & Documents· Document Management· eDoc Suite/Dynamic Files· Document Conversion to Dynamic File
- How can I hide fields on the intake case form (Add New Case page) that my agency doesn't need?Configuration & Workflows· Configuration· Intake CRM· Field Visibility Customization
- I received an email about a vendor security assessment survey from a third-party platform. What should I do?Platform Support & Operations· Platform General· Platform General· Security & Compliance
- I'm unable to log in to the Caregiver Portal. It says my email or password is invalid. What should I do?Account Access· Authentication· Caregiver Portal· Login Failure / Invalid Credentials
- How do I update the dropdown options (e.g., plan names) in my Intake CRM workflow inputs?Configuration & Workflows· Workflow Configuration· Intake CRM· Dropdown Field Value Updates
- Can date fields on Dynamic File packets automatically populate with the date when a Counter-Sign is initiated?Platform Support & Operations· Feature Request· eDoc Suite/Dynamic Files· Counter-Sign Date Auto-Population