How do I set a permanent (default) search filter on the Caregiver List or Patient Search page?

Permanent search filters (also called "perm search filters") allow your agency to have specific filter criteria automatically applied every time users load the Caregiver List or Patient Search page. This ensures your team always sees a relevant, pre-filtered view without having to manually set filters each time.

Setting up a permanent search filter is not a self-service feature — it requires a configuration change by the Bolt HC support team. To request one:

1. Navigate to the list page where you want the permanent filter (e.g., the Caregiver List at /main/caregivers or the Patient Search at /search).

2. Set the search/filter criteria exactly as you want them to appear by default (e.g., specific statuses like "Applicant," "Pending," or "On Hold"; specific demographic fields; or other filter options).

3. Take a screenshot showing your desired filter selections.

4. Submit a support request (via the in-app feedback tool or your usual support channel) with the screenshot and a note such as "Please set as permanent search filter."

5. The Bolt HC support team will configure the permanent filter for your agency. You will receive confirmation once it is complete.

Key details:

- Permanent filters are set at the agency level and apply as the default view for users in your organization.

- You can request to add, change, or remove permanent filters at any time by submitting a new support request.

- If you need to ensure only specific filters are active (and remove previously set ones), mention that in your request (e.g., "Please ensure this is the only permanent filter on this page").

- Permanent filters can be applied to both the Caregiver List (HR/ATS module) and the Patient/Referral Search (Intake CRM module).