10 results for “configuration change”
- 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 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 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 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
- 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