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Weave Portal

174 results found

  1. 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

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    Started  ·  0 comments  ·  Marketing  ·  Admin →
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  2. 0 votes

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  3. 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.

    4 votes

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    1 comment  ·  Admin →
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  4. 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".

    3 votes

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  5. online scheduling

    I need to be able to input a time for breaks for the doctors and schedule not pick one of your times.

    1 vote

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    0 comments  ·  Users  ·  Admin →
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  6. This feedback page's link should be in Help/Contact Us sections

    It took 2 phone calls, and a 30 minute online chat for us to figure out that what my office needs is not an option from Weave yet. It took 2 emails to finally get here, to report some feedback to Weave. This link should be on the help page of website, portal, and or the desktop app. contact us section.

    4 votes

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    Request Received  ·  0 comments  ·  Users  ·  Admin →
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  7. More detailed info on campaigns

    We recently sent out a marketing campaign to our database. Is it possible to get detailed analytics as to exactly which emails should have received it? I see where it shows me a total number sent and opened and clicked on, but not a comprehensive list of the emails....which I need.

    2 votes

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    0 comments  ·  Marketing  ·  Admin →
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  8. Weave admin dashboard that shows logged-in staff

    Instead of having to run around and make sure on a daily basis that my staff are all logged into Weave, I'd like to be able to identify which of the staff are - or are not - actively logged in, and when they logged in (particularly for remote staff), and their response time to calls/texts (particularly for remote staff).

    3 votes

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    0 comments  ·  Users  ·  Admin →
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  9. Weave Payments Combining Payouts

    We have had many issues since switching to Weave Payments in 2022, but the combining of multiple business days into one payout is one that we continue to hear about from our accountant. Is it not possible to transmit a single payout for each business day, regarless of bank holidays or days when Weave offices are closed for a holiday? The reporting feature already leaves something to be desired, but this makes it additionally challenging to reconcile "cleanly." Fingers crossed this can be addressed and fixed quickly!

    1 vote

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  10. Voicemail Notifications for Unify Offices

    Office has six locations and checks voicemail notifications from one phone for multiple offices, would like to see which office the patient was calling to leave a voicemail at.

    2 votes

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  11. ticketing system to improve patient communication and satisfaction

    In customer support, weave employees utilize a customer service software called zendesk to track, prioritize, and solve customer tickets. However, this is not currently compatible with Weave software. It'd be great to have a better, more centralized system that integrates with Weave to track all touch points from a pt (phone, text, email, etc).

    https://www.zendesk.com/?variant=392

    1 vote

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  12. Email Filter by Appointment Type "field" in Dentrix and NOT Description field

    Email Filter by "pick list" in Dentrix of "Appointment Type" and not use the "description filed". Currently, Weave filters "appointment types" by gathering the data in the description field. Which is not helpful since staff type whatever characters they wish in this field and it doesn't have any standardized setting. Therefore, Weave needs to "capture" the Appointment type field in Dentrix instead which our office has four items to select from in the drop down menu in Dentrix: High Production, Moderate or Medium Production, Low Production and General Production. Allowing the email filter for appointment types to be linked to…

    1 vote

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    Started  ·  0 comments  ·  Marketing  ·  Admin →
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  13. Scheduling Override Messaging

    There needs to be an option where Weave allows scheduling for holiday messages to come on and turn off on a specific date & time. There are other apps that I have used that allow for this. It is inconvenient to have to remember to turn the override message on and off. There have been times when you are so busy and hours later you realize that the phones are not ringing. Please add this feature as soon as possible. Thank you!

    30 votes

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  14. 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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  15. 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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  16. 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.

    4 votes

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  17. 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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  18. 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.

    11 votes

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    3 comments  ·  Marketing  ·  Admin →
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  19. 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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  20. 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.

    5 votes

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    0 comments  ·  Users  ·  Admin →
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