Weave Portal
8 results found
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notification for payments made by text to pay
have a notification msg appear when a client pays via their texted link
5 votes -
Payments - Receipts
When patients pay via our website and they receive their receipt, it only says "Payment Method: Link" -- it should also say what card used (Visa, MC, etc) and the last 4 digits of the card used. It does this feature for in-office payments, text to pay, etc, but it does NOT do this for the payments done through our website link. Patients like to see the card used, and a lot of HSA receipts NEED the last 4 digits of the card used for proof.
2 votes -
Weave connects a phone number to another person even when it's under their "other" phone number
I can have a number as a patients main number and it would pop up under caller ID as another patient that has the same number as the "other" number. It gets confusing when texting because you think it's one patient but really it's another that has the number under the "other".
1 vote -
Message Queue Exporting Options
A way to export data to excel from the message queue analytics. We would like to export the data for "Opted-Out", "Invalid Destination", and "Error".
1 vote -
Add automated message for receiving uncut lenses
Our office also has a small lab which allows us to order uncut lenses. We have created a template to send to patients when we select that their uncuts have arrived. Similar to the automated messages that get sent out for glasses and contacts, it would be nice to have an automated text sent out instead of having to go into the portal to send the message.
1 vote -
Company Specific Roles
would be nice for other roles aside from admin to have access to the analytics as we limit who has admin access due to being able to change so much on the back end. it would be even more functional if we could create our own roles for the needs/functions for each role within the company. having to go in and click on several difference roles for each member is redundant and time consuming. especially once there is a new office to add I have to go in and re-select each of them again.
1 vote -
Export Patients/Clients with Text Message Tag
When you add a tag to a message, to be able to export a list on Patient/Clients would allow more use of the tags. For example we used a tag for patients that RSVP to our event. Now we would like a list of patients that RSVP with phone number and email address. Now we have to write down every patient and their contact info rather than exporting a Massage Tag list. Now with the use of bulk messages this has become imposable.
1 vote -
Re-add the search by patient name function to Invoices/Payments
In the most recent update, you removed the search function on the invoices/payments tab. I would like to search by name rather than just by date. Thank you.
1 vote
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