14 results for “intake”
- 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
- 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 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
- How do I add a new caregiver record in Bolt?Data Management· Data Management· HR/ATS· Caregiver Record Creation
- 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 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
- 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 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