Weave Portal
24 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…53 votesYou can now selectively suppress auto-messages for specific patients! This help article explains how.
If you'd like to make it so that a patient never receives a particular message type, this article is for you.
Matt Schultz
Weave Product Management
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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.
4 votesThis is a part of the updated Email Marketing in the New Weave! Check out this article for general information on Email Marketing.
Matt Schultz
Weave Product Management
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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.
4 votesThis is a part of the updated Email Marketing in the New Weave! Check out this article for general information on Email Marketing.
Matt Schultz
Weave Product Management
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The ability to block reminder messages if/when needed
It would be great if we were able to block appt reminders if/when needed. Example: Our schedule is set up so that each appt is scheduled at a specific time but sometimes we need our patients to come early for testing or later for various reasons so when the reminder goes out it gives them an incorrect time. It would be nice to be able to block those auto reminders and manually send to those patients.
3 votesIn the Patient Profile in the New Weave, you can see all auto-messages for the next 7 days. You can then choose which reminders you'd like to skip. This is also available in Auto-Messaging.
Matt Schultz
Weave Product Management
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caller name and office user should display in Weave Portal call records even if phone not synced to app
From what I have seen, the desktop app can provide numbers on how many calls each user took, but the Portal does not display anyone for the caller name or office user field unless the phone has been synced to a desktop app. Weave as a software knows which calls are going to and from which extensions, and the portal should serve as the master repository for call data accessible and exportable by admins for analysis.
3 votesIn the New Weave Experience, the user column for recent calls will fall back to the phone extension if no user is found.
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all recordings should be available on the weave portal
All recordings (extension specific voicemails, general voicemails, inbound calls, & outbound calls) should be available for admins to listen to on the Weave portal.
3 votesAll call recordings are available (inbound and outbound). Voicemails can be listened to for any shared voicemail box. Any voicemail box can be set as a shared box in the New Weave Experience.
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queue
We would like the phone to only ring every few minutes when someone is in the queue instead of constantly. It's hard to have a conversation with a patient while the phone is continually ringing.
2 votesYou can change your call queue settings to ring each phone in a round robin style or come in one at a time. Reach out to Weave Support if you require additional assistance with this configuration.
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Add Insurance plans to the Insurance Verification System
DentaQuest (Amerigroup)
Post Office Box 2906
Milwaukee, WI 53201-2906
Payor ID – CX014
PHONE # 888-636-9557SkyGen USA (Scion) Caresource
Post Office 803
Dayton, OH 45401
Payor ID – GACS1
Phone # 855-202-1058DXC Technology (GHP- GA Medicaid)
Post Office Box 105208
Tucker, GA 30085
Payor ID – 77034
Phone # -770-325-9600Envolve Wellcare Dental Medicare/Medicaid Claims
Post Office 23768
Tampa, FL 33623-3768
Payor ID- 46278
Phone # 844-464-56322 votes -
Recall Reminder Type on Recall Text
My clients are getting generic reminders saying "your pet is due" but not telling them what they are due for. Therefore, we are now being inundated with calls and texts asking what exactly their pet is due for. Not having this information on the recall text adds to our workload AND
I feel reduces the urgency to call and schedule an appointment when they can't see what they actually need to have done--is it a Rabies vaccine or a full annual visit?? We are new to Weave and still have a lot to learn and features that we feel will…1 voteHi Tina,
This is already an option for you! When you're editing a recall reminder inside Auto-Messaging, you can edit the text template message that goes out. There is a dynamic field called "Vaccines" that will pull in the items that are triggering the recall event for the given animal.
Best,
Matt Schultz
Weave Product Management
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Ability to get patient reviews that night at 8pm when they all look at their phones
We need the ability to send a review request at 8pm when patients are looking at their phones the night after their appointment. This seems like an easy fix, come on Weave help us get more reviews.
1 voteHi Jennifer - this is already possible! You just need to modify the When to Send on your Auto-Message Review Request (in Portal) to force those messages to be sent during the time frame you have in mind.
Best,
Matt Schultz
Weave Product Management
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Have a customized automated closed text send on certain days.
There is a automatic closed text that sends to patients for closed hours, but I want a different closed hour text to send on certain days ie weekends.
1 vote -
email campaign location filter
I would like to have the ability to use location data as a filter for the email marketing. Currently I have to upload a csv file and the bulk message has the option to use location data as a filter. Please add in the filter for location data in the email campaign section.
1 voteThis is a part of the updated Email Marketing in the New Weave! Check out this article for general information on Email Marketing.
Matt Schultz
Weave Product Management
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schedule multiple review requests
schedule review requests more than once. We would like to schedule 3 requests for reviews instead of just one.
1 voteThis was launched earlier this year! Just add multiple Review Request messages with varying When to Send times in Portal > Messages > Auto-Messaging.
Matt Schultz
Weave Product Management
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Configure Missed Call/Text for Breaks
We should be able to configure Missed Call Texts/Missed Text Texts for each of our breaks, that way we can provide better information like when we will be back in office, that it is a Holiday, etc. Just like we can configure for Open/Closed hours, why not Breaks?
1 voteYou can do this as of mid-December! Just add in your breaks and in 10-15 minutes, they'll show up in the Office Status filter for the Missed Call Text auto-message (Portal > Messages > Auto-Messaging).
Best,
Matt Schultz
Weave Product Management
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More than 3 device in Phone Tree before
More than 3 Devices allowed per Option in the Call Tree before Voicemail: Currently you can only put 3 Devices then Voicemail- Call Group option not good for our Office because we do not want ALL Devices ringing at once.
1 vote -
AUTO TEXT during CLOSED hours for when pt TEXTS
AUTO TEXT during CLOSED hours for when pt TEXTS. The autotext would direct patients to call the office phone and not only text. This could be an emergency and be missed during closed business hours. The redirect would help the phone call go straight to the doctor after hours.
1 voteThis was released in December 2023! See the Missed Text message type in this article: https://www.weavehelp.com/hc/en-us/articles/360060879912
Matt Schultz
Weave Product Management
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Unlimited Email Campaigns
Working Professionals utilize emails more than text marketing is about communications and having as much bandwidth to communicate with our patients. In order to provide updates or reach out to patients who may have lost an item and we cannot identify who it belongs to we should also be able to filter by appointment date. In addition we should be able to send campaigns to associating practices to inform them of updates we have made to our practice etc..
1 voteThis is a part of the updated Email Marketing in the New Weave! Check out this article for general information on Email Marketing.
Matt Schultz
Weave Product Management
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Opt out list, Opt out choices
We just did a mass text and there had been quite a few opt outs but it would be to time consuming to go over all of the text and decipher them. I find this an important flaw in your system. To access a generated list would help any practice. Also, maybe you can add an option to opt out of mass text this way they have a choice to keep confirmation text.
1 voteHi Tina,
From the Bulk Messaging summary screen, you can click on the numbers for a given campaign and it will generate a list of the patients that fall in the given category. Unsubscribes are at the far right under Engagement.
As far as unsubscribing, the way it works today is required by the industry. If someone replies STOP to unsubscribe, we have to honor that, but we also send them a link to manage their preferences by message type.
Best,
Matt Schultz
Weave Product Management
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1 vote
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Auto archiving of patient confirmation replies
In an effort to "declutter" the Message text thread and respond to individual patient questions and requests more efficiently, we are requesting a feature that would automatically archive patient confirmation responses that are received after their appointment reminder.
1 voteThis already exists! Go to desktop app > Settings > Messages > Mark Confirmations as Read
Best,
Matt
Weave Product Management
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