Weave Portal
184 results found
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phone tree
An option to 'trial' the office's phone tree/queue/voice message set up without it having to be live. It would be soooo helpful if we could call a number & listen to our messages/go through our Phone Tree options as callers would be doing so that we could identify areas that needed adjustments without having to call Weave for assistance and still not be able to know for sure how it all sounds from the client perspective until we actually have the phone tree as active. Please, please, please consider this!
1 vote -
In Payouts, allow users to view Payout Gross, Fees, and Refunds in a new Tab.
On the Payouts screen, please allow us to Right Click on a Payout to open the link in a new browser tab.
OR
Even better, please allow users to print a report for a range of dates that will show Daily Amounts for Payout Gross, Fees, Returns, and Payout Net amounts for each Payout.
Either of these options would save bookkeepers a great deal of time! :)
1 vote -
Rearrange order of Tags
It would be helpful to be able to organize the order of the Tags and arrange the ones most used at the top.
1 vote -
Be able to filter patients that have unsubscribed to text messages
It would be helpful if you could filter and see who has unsubscribed to text messages so you know to reach out to them via phone or email instead.
1 vote -
We would love to be able to verify health and Vision insurances. We are truly bummed that it is not offered for our field.
We would love to be able to verify heath and vision insurances. We are truly bummed that it is not offered in our field. It would help out so much to be able to have that feature.
1 vote -
Expand language preference list for automated messages
At the moment, automated messages are only available in English and Spanish. We would love to expand this list to include more languages, as many of the doctors in our organization are bilingual or multilingual and are eager to accommodate our patients’ various language preferences.
1 vote -
edit and remove forwarding phone numbers at the office would be nice
It would be really nice if we could edit or remove forwarding phone numbers in the phone tree at the office and not have to get on chat or call to have someone edit or remove them for us
1 vote -
View invoices without having to print or export a PDF
While you are able to view invoices through "Invoice History" currently in the Weave Portal (and in the "Settings" view of the Weave NWX app interface, we noticed that you are unable to do so without printing invoice or exporting it as a PDF. If you don't opt to do this, the view only shows values such as "Invoice Amount", "Credits Applied", "Payments Applied" and "Balance" without providing the breakdown in the printed/exported invoice.
It would be great if Weave could make this information accessible just by clicking on an invoice as this would mean we wouldn't have to just…
1 vote -
Automatic Birthday Messages for CSV
The system pulls the birthdays from the CSV file - there should be a way to utilize this for automatic birthday messages. Our other system was able to do this so I am not understanding why you only allow integrated systems to allow us to use this feature.
1 vote -
More robust call reporting and filters
I really need more robust reporting and filtering for CALLS. The main reason we joined Weave were text message options. But at the time of the switched from Vonage (several years ago now!) we were assured you were moving forward to match the user experience for calls and associated reporting but that hasn't happened. You have added many more features in other directions but never fully fleshed out the calls reporting and filtering.
We really need to be able to filter calls by incoming/outgoing, by user, how many calls the user took and how LONG the user was on calls…1 vote -
hold music
Allow hold music to be set by date range.
Example:
Spring.wav - March to May
Summer.wav - June to August
Fall.wav - September to Nov
Winter.wav - December to FebruaryOr by Date Range, 12/21 - 3/20
4 votes -
Add Address as an optional field for CSV upload.
There is currently no way to add the address for contacts. It shows as a field on the contact card, but it is not an optional field for CSV upload. When you try and edit the contact card, it tells you that you can't change it because it is part of the upload.
1 vote -
Please allow Gif and Jpeg to be sent as a bulk message
As above, I'm having to send 170 texts individually because the bulk message option won't allow for Gif of Jpeg.
2 votes -
Auto Block Appointment Times That We Approve on the Online Scheduler in Weave
For practices that are not using a practice management system, it would be great that when patients select an appointment time, then our staff approves it, that appointment time then is automatically blocked or taken off as an option for other patients to book. Right now, we have to manually block off that time under the provider's exceptions! Thank you
1 vote -
Allow patient to choose from multiple locations when using text connect
We are a two location practice with two Weave accounts. We have a widget on our website for patients to utilize text connect. This widget links directly to one location. This creates confusion if the patient wishes to text the other location. I am requesting a update in which multi-account practices can provide the patient the option to choose which location they wish to connect via text. This could be done within the widget or through the web portal. Thank you for your consideration.
1 vote -
family recall
List multiple people that are due in a recall text or send multiple texts with each family member. currently one message goes out per cell number, so if multiple people in the family are due, only one name will be on the recall text and the other family members will never receive their notification.
1 vote -
Managing unreplied messages in the new Weave App -- How to mark it as 'taken care of'
We are currently using the new Weave app. With the old desktop app, we could see the patient messages that still needed attention in the 'Actionable' section. However, there are times when we don't need to reply to them and would just click the check button to remove them from 'Actionable.' How do we mark these as 'unreplied' and 'taken care of' in the new app? Is it possible to do this with the new app?
1 vote -
Weave statements should not expire after 30days
Weave statements should not expire after 30days. They should remain on the list for tracking purposes and if a payment is unpaid we should be able to simply resubmit a mass reminder. Currently we must go back and redo all unpaid statements which is a nightmare, please update this!
1 vote -
Phone Call/Voicemail to SMS - "Paging Service"
We have to supplement Weave with other vendors for our Dental practices.
Ideally:
Press 2 for dental emergency off hours-> Leave voicemail > send link to VM or live transcribe SMS to Dr. personal phone off hours.Potential work arounds?
Missed call text filters do not allow for filtering for #2 on the phone tree.We could ask the Dr, to look at his mobile app push notifications for missed calls off hours to his emergency mailbox.
1 vote -
Terrible customer service. My office has been dealing with real time insurance eligibility and Weave has yet to resolve the issue.
Terrible customer service. My office has been dealing with real time insurance eligibility and Weave has yet to resolve the issue. When you call the hold time is excessive and they conveniently disconnect the call. No one returns the call, even though they ask you to very your number in case your disconnected. We have 5 offices that are going to remove ourselves from this company!!!!
1 vote
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