16 results for “workflow”
- How do I get new or updated fields on my Dynamic File applications to auto-populate with caregiver data?Configuration & Workflows· Configuration· eDoc Suite/Dynamic Files· Field Mapping and Population on Dynamic Files
- 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
- Why are employee signatures missing on multiple pages of a Dynamic File application, and what can be done about it?Issues & Troubleshooting· Bug· eDoc Suite/Dynamic Files· Signature Population Failure
- 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 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 configure date and name fields on a multi-page Dynamic File (such as an orientation packet) to be automatically populated when the document is counter-signed?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Counter-Sign Field Setup
- Why are my workflow inputs displaying as text fields instead of dropdowns in the caregiver workflow?Issues & Troubleshooting· Bug· HR/ATS· Field Type Rendering Issue
- What should I do if text is overflowing, cut off, or missing on my Dynamic Files (e.g., a caregiver's last name doesn't fit on the line, or pages appear incomplete with missing information)?Dynamic Files & Documents· Document Formatting & Data Population· eDoc Suite/Dynamic Files· Dynamic File field mapping and layout issues
- 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 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
- 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