How do I delete test data records (patient cases or caregiver profiles) from Bolt?

Currently, Bolt does not provide a self-service option for users to permanently delete patient case records or caregiver profiles directly from the platform. This applies to test data created during training, onboarding, or workflow testing.

To have test data deleted, follow these steps:

1. Identify the specific record(s) you need removed. Note the record URL(s) or navigate to the record in either Case Management (Intake CRM) or Caregiver Management (HR/ATS).

2. Submit a support request to Bolt Healthcare Support. Include the following details for each record:

- The direct URL to the record (e.g., from your browser's address bar)

- A note indicating the record is test data and should be deleted

- Optionally, include a screenshot of the record for confirmation

3. Bolt Support will process the deletion and confirm once complete. Deletions are typically handled promptly.

Tips to minimize test data in your live environment:

- If you need to practice workflows or train new staff, ask your Bolt account representative whether a sandbox or training environment is available for your agency.

- When creating test records, consider using a clear naming convention (e.g., prefixing with "TEST -") so they are easy to identify and request for deletion later.

- Batch your deletion requests into a single support ticket when possible, listing all record URLs, rather than submitting one ticket per record.

Important: Deletion of records is permanent and cannot be undone. Make sure the records you request for deletion are truly test data and not actual patient or caregiver records.