Upload Portal - All Clients Export as Excel, CSV, or TSV. Choose the worksheet and report date, review the changes, then save for everyone. Signed-in dashboard users can update shared data.
Choose a previous upload or filter by report date, then restore it to the dashboard.
Each upload saves a report in history. Restoring a report updates the shared dashboard and preserves the report you were using. History starts with the current report; earlier overwritten uploads are unavailable.
Type a name, then select the exact member or staff match.
Referral sources
Status pipeline
Select a stage to view its cases
Click the selected stage again to return to all stages.
How these stages are counted
Each open, unenrolled case appears once under its current Bolt intake status. Recorded consent, intake completion and care manager assignment do not move it into a different status. The record table also shows its current Care Manager Assignment workflow status. Closed and enrolled cases are excluded. Enrolled plus Not enrolled total equals Client records; inactivity cards are subsets, and 14+ days is included in 7+ days.
Activity health
Days since the latest exported note, status update, or milestone
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Client records
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Click a column heading to sort
Activity includes the recorded timestamp of any exported Bolt note, including attempted contact. Dates mentioned inside note text do not count as new activity. The displayed Bolt status remains unchanged. Care managers and supervisors come only from the Excel file uploaded on the caregiver side. Clients without an Excel assignment show as unassigned. Click a person’s name to show all their cases; use the Bolt link to open the source.