Desktop App
116 results found
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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 -
Receive payment from patient marked non patient
In open dental we have the option to mark a patient non active or non patient if they have a balance we would like to still run card on their account. If patient is marked anything but patient we are not able to locate them in weave.
1 vote -
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 -
payment plan custom time
The number of payments for recurring payments should be customizable. Locking to 3 month increments is an interesting design choice. Also, i'd like an alert when payments are processed since it does not write back to my PMS so my team knows to apply the payment.
1 vote -
Text to pay link ability for new contacts not in the system
It would be ideal to send a text to pay link to someone that is not yet in the system. The integration times can be long. We are left to keep searching the contact and send deposit link once we find that they are in the system/synced.
1 vote -
Search Payments
It would be great if payments were "searchable". We've run into a few issues where a patient pays over the weekend or a holiday & we don't see their payments. It isn't linked to their account in Weave. We use MacPractice so that may be the root of the issue. We also have problems integrating the Auto-verify insurance & account balance features.
1 vote -
Inventory Management/Item Catalog
It would be helpful if there were a system within payments that would allow us to keep a detailed catalog of our goods and services and the associated costs.
For example, instead of keeping a separate catalog of the items we sell and then manually entering the associated charge into Weave payments, having a system in the Weave app that keeps that catalog so when we select a patient, we can select co-pay, deductible, peptides, etc. and the associated cost will automatically be applied.
This would also be helpful when there are payment disputes or when patients want an itemized…
1 vote -
Refund
For a refund option could you add patient overpymt?
1 vote -
Payments that need attention (help with reconciliation)
If they get a payment that comes in after business hours are done for the day (e.g. 11PM tonight), they end up needing to go in the following day and retroactively balance these payments for the previous day, which has become tedious for them when it happens. They are wondering if there is a way to make it so that payments that come in after business hours are put into some sort of pending state to where they will only post on the following business day during business hours.
1 vote -
Processing fees charge to customers.
Credit Card Payments: I would like to see a way where we can pass the credit card fees that we get charged when either a purchase or refund are made to our customers.
9 votes -
Add memo line to payment transaction screen
I just started using Weave and would like to suggest an addition to the payment screen. We would LOVE to have a memo line where we can free type (ie: a description of the charge or the provider, etc.). This would greatly decrease the amount of time spent applying payments into our EMR system. We breakdown each payment, per provider, so some of the charge transaction would go to one provider and the other portion may go to another provider. Without this memo section, we have to look up every transaction to determine how to break it down. With the…
1 vote -
Ability to make notes on payments
We really need the option to make notes on payments, something just viewable by office staff and not the patient. Or, we need a way to be able to label payments (fee, balance, deductible payment, other - with the option to type a custom label).
1 vote -
A payment portal that we can put on our website so patients can pay their bill anytime.
We are still holding on to our Rectangle Credit Card processing just so we have the portal on our website. If one company can do it, then all credit card processing should too. Thank you!
3 votes -
Payment Reminders - Sending reminders for more than 1 invoice
Since we are able to send more than one invoice to a patient, we need to be able to send reminders for all of those invoices. For example, I have patients who have a copay and a balance. They have to pay the copay, but the amount toward their balance can be whatever they are able, so we allow partial payments. I send an invoices for each separately to the patient, but when I go to send a reminder, I am only able to send a reminder for the most recent invoice. I need to be able to send the…
1 vote -
Terminals that print receipts and take signatures.
It is very important that offices have terminals that can print physical receipts and take signatures. They are paying for expensive transactions and would rather retain their privacy than share email addresses for a digital receipt that feels ephemeral.
1 vote -
Bulk text to pay requests
It would be great if we could send requests to customers in Bulk.
Or let them know their current balance with the office and give them a general portal to pay that.
1 vote -
Payments writeback to Dentrix instead of having to manually posting each transaction
Currently you have to manually post each transaction to the Dentrix ledger, which adds to the possibility of user errors being made. It would be great if the payment would writeback into the Dentrix ledger since you are already selecting the patient through Weave anyway.
1 vote -
Notify offices of declined payments
It would be great if the payments section notified offices when a payment declined. So far, this is only available for terminals, not text to pay.
1 vote -
Separate payouts instead of batching
The batched payouts are confusing. We're trying to find when an invoice was paid out and there can be a lag of 2-3 days, we have to look through a couple different batches to find the correct payout. It would be great if there's an easier way to do this. Customer prefers that payouts are submitted individually.
1 vote -
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
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