Weave Portal
8 results found
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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…34 votes -
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 -
Email marketing filters - multi-select
Allow multiple insurance companies exclusion on the email campaign filters. It is set up to allow 2 insurance exclusion filters.
I need 25 insurance companies to be filtered out for my office. My canton office has 100s of insurance companies in its database. It is time consuming to make a filter for each company.
3 votes -
User History Report
Would like to see a feature to see reports of history for each user in Weave for an office.
3 votesProject currently in development for a log of user actions.
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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 -
better data collection for new patients on the scheduler
Can we make a request to the engineers for the scheduling system. Currently when a new patient schedules on-line, the only information that is captured is their name, phone number, and email address. We would like to have fields where they fill in their home address, birthdate and insurance as well. That way we can enter them into our EHR system and ensure that we take their insurance prior to them showing up for the appointment. We do reach out to them via email/ phone ahead of time, but often patients do not return those messages and show up to…
2 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 -
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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