Weave Portal
174 results found
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TEXT CONNECT
TEXT CONNECT MESSAGES ARE EASILY MISSED ON A MONDAY MORNING. THERE SHOULD BE A FILTER (NOT A TAG) TO LOCATE ALL TEXT CONNECT REQUESTS EASILY TO AVOID MISSING NEW PATIENT OPPORTUNITIES.
1 vote -
leyahmonet@gmail.com
The ability to take payments over the phone. Software needed to automatically block the card numbers in the saved recorded calls to be able to stay PCI compliant.
1 vote -
payouts
Our accountant has struggled for several months with the payouts. This is a horrendous issue that several days payouts go into the bank at on time. It is near impossible to get a clean reconciliation per the accountant. It's leaves the books messy. Also that payment initiated and the day they paid messes up the deposit and also doing the daily deposit sheets. Text to pays should be a benefit that we pay for not a hinderance to the deposit. Accountant and staff have had to deal with this for too long. While customer support tries to help they seem…
1 vote -
Uploaded lists never map "work phone" correctly
Whenever we upload a list, the system always maps "Work Phone" to "Home Phone" instead of "Work Phone". The Work Phone has a separate column in our csv spreadsheet and is titled "Work Phone", so it seems very odd that it will not map correctly automatically.
1 vote -
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 -
Add the ability to define alternating days in the phone office hours
In the Weave Portal (or more specifically the Weave NWX app under 'Schedule > Office Hours' AND 'Settings > Phone > Office Hours'), it would be nice if Weave could allow users to configure certain blocks of time so that that alternate based on selected days.
As an example, one of our locations usually has a Saturday service but are changing it so they only open on the 1st and 3rd Saturday of the month. In order to facilitate this right now, we would either have to create an override or remember to untick Saturday in the office hours schedule…
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 -
Weave integration with Ezyvet needs to allow for multiple contacts.
For veterinary offices our patients often have multiple contacts associated with them. At the moment weave cannot distinguish between the contacts so it gives us the incorrect name when someone calls/texts. Weave should allow both contacts to transfer to weave through the integration.
2 votes -
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 -
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 -
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 -
Payments - Receipts
When patients pay via our website and they receive their receipt, it only says "Payment Method: Link" -- it should also say what card used (Visa, MC, etc) and the last 4 digits of the card used. It does this feature for in-office payments, text to pay, etc, but it does NOT do this for the payments done through our website link. Patients like to see the card used, and a lot of HSA receipts NEED the last 4 digits of the card used for proof.
2 votes
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