10 results for “remove”
- 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 set a permanent (default) search filter on the Caregiver List or Patient Search page?Configuration & Workflows· Configuration Request· HR/ATS· Search Filter Defaults
- 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 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 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 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