2 results for “retroactive”
- 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 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