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Weave Portal

145 results found

  1. Patient Statements

    Would love to be able to upload a file from our OfficeMate of patient statements and have Weave print, stamp and mail those statements to our patients that have balances. Currently use another service to do so and it is just another added EXPENSIVE bill.

    2 votes

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  2. Fax History

    It would be nice to be able to see the name of who sent a fax in "Fax History" on the Weave Portal instead of just the fax number. If they are in the directory in the Weave app, the name should also show up in the portal.

    2 votes

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    0 comments  ·  Users  ·  Admin →
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  3. Text Reporting

    As a system Admin, I'd like to be able to pull a text report that states who was texted, when and by whom - in a similar manner to the Phone call export option. This will help us identify staff training opportunities and ensure management can access communications in instances where there is patient conflict that needs to be resolved.

    2 votes

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    0 comments  ·  Users  ·  Admin →
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  4. Weave Payment Terminal Settlement

    With our old terminal, we would settle at the end of the day and it would print a receipt with the totals from Mastercard, Visa, etc. Then, we would use those totals to enter into our practice management to reconcile. I would like to be able to produce a similar report through Weave payments instead of having to manually calculate the totals paid with Visa, Mastercard, etc.

    1 vote

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    0 comments  ·  Admin →
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  5. Customize email marketing

    I would like more customization in emails. I want to be able to add multiple images in between the text, not just one image at the top. I would like more pre-set templates. I would like to have email automation sequences we can set up, like a welcome email series. Or a series of emails for patients who did not start orthodontic or pending treatment.

    9 votes

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    2 comments  ·  Marketing  ·  Admin →
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  6. Reactivating Old User Email

    *What department are you in? * Support

    *Which Feature does this pertain to? * User Functionality

    *What area of the Feature? * User Info/Adding Users

    *What pain points/suggestions does the office have?
    * Office had an email for an ex-employee that they are needing to reuse for a new employee. Upon adding the new user in the Portal, it pulls all of the info from the ex-employee, and the new user has to log in to the portal after accepting the invite to change their name. They'd like to see an option to edit the user info upon adding users…

    1 vote

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    0 comments  ·  Users  ·  Admin →
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  7. Customizing Roles and Permissions

    *What department are you in? * Onboarding

    *Which Feature does this pertain to? * Desktop App

    *What area of the Feature? * Roles and Permissions

    *What pain points/suggestions does the office have?
    * Office is upset that there isn't a way to create roles and set permissions themselves for special roles. and even more upset that we cannot limit what icons show in the desktop app based on those roles or permissions.

    4 votes

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    0 comments  ·  Users  ·  Admin →
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  8. Confusing address

    I have a customer who finds the address for the portal to be confusing because it says "app" instead of "portal" they are requesting that we update the website's address to include portal instead of app.

    1 vote

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  9. ALL settings should be available in the portal.

    Requiring users to toggle between the portal and the desktop app when changing settings is terribly inconvenient. It absolutely makes sense to have a smaller menu of settings options on the desktop app, but it's ridiculous that ANY of the settings aren't available in the portal.

    2 votes

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  10. Add Insurance plans to the Insurance Verification System

    DentaQuest (Amerigroup)
    Post Office Box 2906
    Milwaukee, WI 53201-2906
    Payor ID – CX014
    PHONE # 888-636-9557

    SkyGen USA (Scion) Caresource
    Post Office 803
    Dayton, OH 45401
    Payor ID – GACS1
    Phone # 855-202-1058

    DXC Technology (GHP- GA Medicaid)
    Post Office Box 105208
    Tucker, GA 30085
    Payor ID – 77034
    Phone # -770-325-9600

    Envolve Wellcare Dental Medicare/Medicaid Claims
    Post Office 23768
    Tampa, FL 33623-3768
    Payor ID- 46278
    Phone # 844-464-5632

    2 votes

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    1 comment  ·  Admin →
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  11. Date of appointment next to patient's name when intake is submitted

    Having the date of their appointment next to a patient's name when the intake has been submitted would greatly help us know which ones are priority for entering and saving their information.

    1 vote

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    0 comments  ·  Digital Forms  ·  Admin →
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  12. 1 vote

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  13. web admin portal "scheduling->manage providers" should filter entries

    I use Weave with OfficeMate integration. Officemate differntiates 'staff' from 'provider', and for people who are no longer with the company, allows me to set them as 'inactive'. Users cannot be deleted, as the audit trail needs to keep them around.

    So we have 5 active employees, 1 active provider. But the admin portal list shows > 70 entries, from prior employees.

    The Weave desktop app properly only shows active users. Only the web portal section is broken.

    This list should be filtered, minimally, based on if a resource is marked 'active'. Ideally the list should be filtered to only…

    1 vote

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  14. New Insurance verification feature + Dolphin compatibility

    Our office would really benefit from your new insurance verification feature, but we utilize Dolphin as our patient software and are thus currently ineligible.

    1 vote

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  15. call blocking order

    I block spam numbers on Weave Portal from time to time. When I click on "Date Blocked" to see the list of the blocked calls that I entered by dates, it shows the list in Alphabetical order of the month, instead of the chronological order. So April 2022, Aug 2021, Aug 2022, Dec 2021, Feb 2022, Jan 2022, etc. Please correct this so it shows the list properly in the order of the dates.

    1 vote

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  16. Report of Opted out patients

    Many offices would like to have a simple feature where they can come out with a report of all the office's patients that are opted-out or not. A simple report to give the name of the patient and their phone number would be sufficient. A report will help the offices know on how to figure out why patients are opting out and how to keep them in.

    2 votes

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  17. A Messaging System That Sends an Appointment Opening Privately to Multiple Users

    A Messaging System That Sends an Appointment Opening Privately to Multiple Users... We could use like 5 separate groups so we can reach out by appointment type. If there was a certain template we could set for each, that would be even better. We are excited to work with weave and this is the only issue we have had switching over.

    6 votes

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    Planned  ·  0 comments  ·  Digital Forms  ·  Admin →
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  18. SEO (Search Engine Optimization)

    Offer SEO - many other companies offer search engine optimization. Since Weave already offers the social media and review side having this feature wouldn't require us to use a whole other company for just this one feature.

    1 vote

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  19. Limiting User Permissions based on Services (Fax,SMS,Phone, ETC)

    As a company we would really like to use the Weave's Fax system but we cannot have all of our weave users have access to our faxes.

    We would like to have the ability to choose which users have access to the Fax system. Some of our users only need phone services other users only need access to the Fax side of weave. At this time there is no way to control our users access to features.

    We will unfortunately have to pay for an extra service without the admin controls to limit user permissions.

    7 votes

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  20. Appointment Type Filters by procedure code, not tooth number AND procedure code

    When creating new filters for email marketing, it would be more beneficial to filter appointment types by procedure code, instead of grouping procedures together by tooth number. Also having the option to select multiple procedure codes for filtering appointment types would be much more useful and direct email marketing.

    3 votes

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    Started  ·  2 comments  ·  Admin →
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