Weave Portal
69 results found
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1 vote
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Support business contacts in CSV Upload
Currently, there is a way to manually upload a patient contact list via CSV in the "customer" section. Would be helpful if there was another section to upload referral business contacts to be able to track and communicate with them easier.
2 votes -
Print a payment report by "recorded date"
It would be soooo helpful to be able to print a report of payments made by "recorded date".
If a payment is made after hours, I can't just print a report for payments made that day, because some of those payments will be recorded in our software on one date and the those made after hours will be recorded the following date. This makes accounting very challenging!1 vote -
Notify all users when there is a problem with integration
I just called to find out why my text reminders weren't working and the agent told me there's a known issue between Cloud9 and Weave that's been going on for a week. Next time it would be nice if all Cloud9 users received an email about this so we know to send manual reminders. Our patients rely heavily on those. It seems like a good idea for Weave to be proactive if it's a known issue rather than waiting for us to figure out there's a problem.
1 vote -
Allow staff members the ability to update CSV files (i.e. no admin role needed)
Weave does not integrate with my EHR so we have to upload CSV file monthly in order to properly communicate with patients. This is a task for my staff but I don't want to make them admins in order to do this. Can this option be downgraded to staff members.
3 votesWe've heard this request multiple time before and would like to enable this functionality for staff members. This has been added to our opportunity backlog.
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Record calls per DEPARTMENT
Once specific phone numbers are assigned to a DEPARTMENT, one should be able to Record only Specific DEPARTMENT(s), NOT ALL CALLS.
1 vote -
Phone greeting option
We are a general dentistry clinic. We do have an oral surgeon work here on some Saturdays from 9-1. The receptionist on Saturday is also an assistant and helps with patients. She is not always able to answer phones. I created a voicemail greeting set for Saturdays that allows patients to leave a message if not an emergency or leave a message for the oral surgery staff. Staff will listen to and return their call when they have time. But on the Saturdays they are not here I would like to keep my regular closed recording. Is there and option…
1 vote -
Bulk message overdue patients to fill openings in schedule
When we have multiple openings in our hygiene schedule, we like to send a message to all overdue patients to offer those appointments and fill the schedule. The Bulk message feature does not filter out overdue patients, and you can't send bulk messages in the Overdue Patients list.
1 vote -
Would love a patient leads list and current patient list.
Would like to keep track of those people who have called interested in our practice and then a current patients list as we need to continue communication with them. We contract with employers and need to be able to keep track of our communications with leads and potential larger business as a concierge and direct primary care model.
1 vote -
Physical Therapy PMS not in drop down menu for integration
We are a Physical Therapy practice We use Prompt EMR for our PMS. I am in the Weave Training Week and was excited to integrate our PMS to Weave. Well, now I cannot because Prompt EMR is not on the drop down menu to integrate. I would like to have this feature. Thank you. Susan R.
1 vote -
Insurance Verification for Secondary Insurance
It would be nice to be if when we are verifying insurance that Weave recognized when patients have two or more insurances & would let us verify the secondary as well as the primary.
1 vote -
Re-do the descriptions on the Pages in the Telephone Tab
Front Desk
As an example: this is the verbiage that is written on the call groups page.
"Assign devices to this group, have them ring simultaneously or in a cascading order, and set each device's ring duration and ringtone.: I just spoke to someone in the phones who agrees that those directions are not accurate because you cannot adjust the way that the phones right on that page.
1 vote -
Autofill insurance verification report into patient account
Please add the ability for when insurance verification is performed the insurance information such as allowed, payment by code, performed services and dates, etc. all be auto-filled into the patient's account in Open Dental. Currently after we run the report we have to manually add the information. Thank you.
1 vote -
Ability to add codes to insurance verification
Please add the ability to add specific codes to the insurance verification report. We have some procedures performed frequently but they are not listed when the verification is returned so we still have to go online to get that information for each patient. Thank you.
3 votes -
SMS Queue view for Google Review
When looking at the SMS queue in the portal, there is no option to view queue for automated Google Reviews.
1 vote -
0 votes
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Add report filter for payments on terminal vs text-to-pay
We send patients text-to-pay links to collect a pre-payment prior to their visit. Now that Weave puts all payments in Open Dental automatically, we can't tell which were pre-payments. We would like to have a filter on the report to separate payments by text-to-pay vs. terminal.
3 votes -
Can you please add "Recall Date" to email marketing campaigns.
I would like to send emails with just "recall date" criteria. You can do it in the weave software. Please do it on the portal. thank you.
2 votes -
Multi-Office for Weave Help "Chat with us"
It would be nice if Weave would be able work towards offering the chat feature on Weave Help to those of us with the Multi-Office status. It's not always ideal to have to place a phone call for every small issue. I've tried several times, and I usually get some variation of this: "I checked and found that you are a multi location office. Unfortunately, Multi location team does not operate through chats. Kindly make a call to the below number. Phone: (888) 579-5668".
1 vote -
Ability to remove queued reminders when patients cancel
We need a a way to delete queued reminder texts so that they do not send to patients who have cancelled their appointment.
This has happened multiple times to clients who have called before the texts have gone out to cancel their appointments and today it sent a reminder to a patient who had cancelled their appointment as they had to make the difficult decision to euthanize their pet. THIS IS NOT OK!!! If we are able to remove the reminder text from the queue ourselves before it is sent out, we can side step this issue and not frustrate…26 votes
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