22 results for “configuration”
- 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
- 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
- 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
- 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 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 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
- 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 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 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
- 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
- How do I delete referral source types from my agency's database in Bolt?Configuration & Workflows· Configuration Management· Intake CRM· Referral Source Type Deletion
- 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
- 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
- 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