Weave Portal
174 results found
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Put the parent account at the top under "Accounts"
Under the select location location in the portal, the list is organized alphabetically. this causes the parent account to not be at the top and has confused an office. can we put parent accounts at the top and then organize alphabetically?
1 vote -
Emails should show in pt history with txt and calls
Emails should show in weaves patient history. It only shows txt and phone calls and you have to log into the portal to see a history of emails. It is not simple to lookup a pt and see the history of emails sent because you cannot search by name, but by date sent
1 vote -
Weave should recognize and mark all forms of appt confirmation
Weave can only mark one confirmation status in our dental software. So there is no good way to know how a pt actually confirmed (txt, email, phone). Also when you hover over the confirmation status in the weave schedule it does not always match what is selected when you actually click on it.
1 vote -
have a dummy Weave app that mirrors the real one for practicing things
have a dummy Weave app that mirrors the real one for practicing things
We have had a lot of trouble getting our Crystal PM schedule to sync correctly with the Weave online scheduler.
It would be nice to have the same dummy that we had during the initial building out phase.1 vote -
Misspelled "hygiene" when creating appointment types in Portal
Please correct "hygine" to "hygiene". It says imported name so I do not think patients see this, but it is kind of annoying for a dentist to see that.
1 vote -
Appointment Lead Time changed to Hours instead of Days
Our office has noticed that when you put lead time of 1 day it doesn't mean 24 hours later, it means the next day. This means before 12:00AM a patient would still be able to book a appointment at 9:00AM the following day.
I.E. the date is 06/22/2023, a customer/patient would be able to request an appointment at 11:00PM on their/phone computer for a 8:30AM appointment on 06/23/2023.
We don't see those requests until we come in the next morning as those are after hours when the request was made and its too last minute for us to schedule.
I…
1 vote -
Manual Payment Screen
The Manual Payment option is no longer user friendly. It no longer moves to the next field when one is completed and it is difficult to scroll down to the next field if it is not visible. These sound like petty complaints, but it really slows down processing the payment
1 vote -
1 vote
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Ability to cancel appointment reminders for patients that need to be rescheduled...
WITHOUT informing patient of communication preferences being updated. Was told by Weave representative Abigail that informing patients we turned their appt reminders off is HIPAA compliant. Appointment reminders are allowed under the HIPAA Privacy Rule without authorizations because they are considered part of treatment of an individual and, therefore, can be made without authorization. The same rule should apply if we want to cancel an appt reminder without the patient being upset that we 'changed their communication settings'. Again, all we are trying to do is stop an appt reminder for an appt that needs to be canceled/rescheduled so the…
4 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!4 votes -
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.
6 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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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.
2 votes -
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.
4 votes -
Email Marketing Needs More Filters
Hello!
An office I worked with has had some struggles selecting the right recipients for email marketing. They would like to be able to send emails out to everyone who does not have an upcoming appointment. They would like us to add an upcoming appointment filter that can include or exclude so they can make these selections.
4 votes -
Reports for Email Marketing Campaigns.
Hello! I have a customer who would like to be able to print of reports of who email marketing campaigns go out to after they are sent so they can make sure they went to the right individuals.
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.
7 votes
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