Desktop App
116 results found
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BILLING/Statements
Billing/statements: Having the ability to do monthly billing through Weave where the ledger of patients accounts link with the billing system through Weave. There would have to be an option to opt patients in and out of if they want to receive statements via online/email or text. So that we do not have to keep track of the patients that do not want that through a dictionary basically of each patient. With Dentrix currently, in the family file they have a drop down box to choose if they want email or mailed statement but that was through quick bill and…
3 votes -
We need a way to enter payments for customers who are new to our system and not yet syncing into the Weave app.
Please provide a way to process a payment for someone not synced into the weave app! (ie: a new walk-in customer or insurance company paying with card info).
3 votes -
Payments Integrate with Avimark
On behalf of Bonners Ferry Veterinary Clinic, s00300004. We process a ton of credit card transactions a day. Having a Payments feature that integrates with Avimark is crucial so we can balance accounts and print detailed receipts. Can this please be put on the timeline?
3 votes -
Text to pay expiration notice
Text to pay invoices now expire after 30 days. Is it possible to have some sort of notification for us if it expires unpaid? That would be more useful than having an extra 30 or 60 days- if they haven't paid by 30 it's not likely they'll pay by 89!
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Field for payment details needed
Sending weave invoices is great! But sometimes it is confusing who the payment is actually for. For example, we may send the invoice to the parent of a child. When the payment comes in, it can be confusing as to who the payment is actually for.
It would be helpful if when making the payment, the patient could add in a text box either the name/dob or account # that the payment should be applied to. Or a notes field for them to add any further details that would help us match the payment accuratly
3 votes -
Add credit card type and last 4 digits to payment summary
Credit Card Type and last 4 digits of the card are requested by our practice management software. Is it possible to add these numbers to the payment summary report in the admin portal - so I could print or export rather than printing every receipt?
3 votes -
Refund Payments show in Net Total
When processing a Stripe credit card refund through Weave, it is very hard to keep the accounting aspect of it straight. When a report is opened in Invoices /payments I would expect to see the refund that was deducted on the Net total. Also, have it deducted from the Net total the day it was refunded, not the day the payment was originally taken.
3 votes -
Billing Ideas
It would be really nice if when payments come in they would be different colors if they are paid in office or paid via text. Or even have two different areas for those payments to keep them separated more easily since they are different fees.
Also, It would be nice to have a place to mark that it was posted on the actual app and not just in the Admin Portal. The Admin portal is nice for End of month, but it would be nice to have it on the app for a daily check for staff not just managers/owners.
3 votes -
email a statement with a text to pay link
Be able to send a statement with a link to pay through email.
3 votes -
Payment Writebacks as Insurance Payments
Right now, any payment processed through Weave writes back as an "account payment." There is no way for it to distinguish between a patient payment vs an insurance payment. Adding a button for "Insurance Payment" after clicking "payment" would be extremely helpful. After clicking this button, we should get credit card info prompts, as well as a claim number prompt. Ideally this writes back to Eaglesoft, or other practice management softwares, as payment type: Insurance Payment, Description: Claim number XXXX.
2 votes -
CREDIT CARD TYPE VISIBLE IN PAYMENT WINDOW (caps for emphasis, not flame :-))
Since most, if not all, Weave clients have to transfer payment data captured in Weave/Stripe, to their own practice management software, it would be great if, when that credit card is run, we are able to see what type of card was used.
In my situation, which I suspect is pretty common with most of Weave's clients, our practice software requires the card type to enter payment into the system. Also like most clients (I'm guessing), we usually have Weave super-imposed over our practice software. It would be an incredible help if, when using Weave to make a payment, the…
2 votes -
The "type" of credit card used should appear on an in-office payment receipt /success screen.
I have to always ask the patient what type of card it is since Practice Works request the type. At least have the type of card show up when we look up the payment history.
2 votes -
Team member should not be able to view revenue
The lowest category member which is team member should not be able to view revenue. This is very important as it practically exposes numbers that front desk staff should not be able to view. there should be a category that allows it maybe for finance manager or office manager but a regular team member should not be able to view full revenue and income history.
2 votes -
need the ability to initiate a payment from the credit card terminal
We need the ability to initiate a payment from the credit card terminal. This would increase portability of the terminal and so we wouldn’t be required to initiate a payment from a computer. Our previous terminal we were able to type in the payment amount and then swipe the card.
2 votes -
Enter cash, checks, and other forms of payments
Need to be able to document all forms of payments through Weave and not have to use a spreadsheet (recommended by support) to document cash, checks, or CareCredit payments.
2 votes -
payment/auto fill information
It would be so beneficial & time saving~ When a patient calls in to make a payment, if there was a way to "AUTO FILL" the patient information~ the amount due fills in once we hit the $ symbol. However we need to manually enter name, address, zip and such..
Just trying to save time.
Thank you~
Jodi
2 votes -
Payouts Summary and Filters
Collins & Sampson Cosmetic and Family Dentistry, s00128522, asks that we add a summary to the top of Payouts like the one at the top of the Invoice & Payment Summary tab. The totals change based on the filter used. Right now, the Payouts Totals do not change if I filter to see all of June's payouts. This would be extremely helpful so book keepers can balance every month. Their old system did a monthly payout summary. Please advise. Thank you!
2 votes -
QR Codes on statements
-first, it is really silly that i would have to create a new log in to leave feedback. That seems like more work.
-Second, I would like to put a payment QR code on my statements that go out to patients. This would bring them directly to weave for payment. Is this possible?2 votes -
when text to pay payment made add card type to the notice
when text to pay payment made add card type to the notice
it would be much faster for our team (who all take payments) to be able to see on the desktop app what card type was used per text to pay payment received instead of the extra step of opening the admin portal and searching there. less chance for error when inputting payments into our database.
2 votes -
custom batch time on Weave payments
Being able to set a custom time for payment batching is crucial. We are not here after 6pm at night, so to have payments run after business hours means they aren't posted to our practice management system. Then, my bank deposit doesn't match my end of day report.
2 votes
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