4 results for “patient record”

• How do I delete a case management record in the Intake CRM?Data Management· Data Management· Intake CRM· Record Deletion
• 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
• 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