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Weave Portal

148 results found

  1. 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).

    1 vote

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    0 comments  ·  Users  ·  Admin →
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  2. 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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  3. 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.

    1 vote

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  4. 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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  5. 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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  6. 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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  7. 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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  8. Confusing address

    I have a customer who finds the address for the portal to be confusing because it says "app" instead of "portal" they are requesting that we update the website's address to include portal instead of app.

    1 vote

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  9. Date of appointment next to patient's name when intake is submitted

    Having the date of their appointment next to a patient's name when the intake has been submitted would greatly help us know which ones are priority for entering and saving their information.

    1 vote

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    0 comments  ·  Digital Forms  ·  Admin →
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  10. 1 vote

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  11. web admin portal "scheduling->manage providers" should filter entries

    I use Weave with OfficeMate integration. Officemate differntiates 'staff' from 'provider', and for people who are no longer with the company, allows me to set them as 'inactive'. Users cannot be deleted, as the audit trail needs to keep them around.

    So we have 5 active employees, 1 active provider. But the admin portal list shows > 70 entries, from prior employees.

    The Weave desktop app properly only shows active users. Only the web portal section is broken.

    This list should be filtered, minimally, based on if a resource is marked 'active'. Ideally the list should be filtered to only…

    1 vote

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  12. New Insurance verification feature + Dolphin compatibility

    Our office would really benefit from your new insurance verification feature, but we utilize Dolphin as our patient software and are thus currently ineligible.

    1 vote

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  13. call blocking order

    I block spam numbers on Weave Portal from time to time. When I click on "Date Blocked" to see the list of the blocked calls that I entered by dates, it shows the list in Alphabetical order of the month, instead of the chronological order. So April 2022, Aug 2021, Aug 2022, Dec 2021, Feb 2022, Jan 2022, etc. Please correct this so it shows the list properly in the order of the dates.

    1 vote

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  14. SEO (Search Engine Optimization)

    Offer SEO - many other companies offer search engine optimization. Since Weave already offers the social media and review side having this feature wouldn't require us to use a whole other company for just this one feature.

    1 vote

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  15. Web Assistant Widget

    After we installed the web assistant (weave button), our website button stopped working. Basically, when you click back on your browser it just doesn't refer you to the previous page. Our website company confirmed that the issue was from the weave button because it interfered with the website this way. Please, look into this.

    1 vote

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  16. Web Assistant Integration Visibility

    we were wondering if it’s at all possible to have the new V2 features show in the admin portal for the PMS that integrate with WA. For example when an office writebacks in with forms you can find it in the dashboard. Can something similar be done for Opendental, Eaglesoft, and Officemate* customers only

    1 vote

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  17. Kiosk Mode - 2 QRs for better patient confidentiality!

    Two different QR codes for Kiosk mode - one for the office to use on a tablet which shows all forms (generic and sent), and one for patients that offices can display on paper for patients/customers to scan with their own device and which will only show the generic forms/packets

    1 vote

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  18. Filter by user in payments

    Offices have requested being able to see which users processed specific transactions for the payments taken in office. Perhaps by adding a filter in the invoices part of the Weave Portal for filtering by users.

    1 vote

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  19. Export Patient Info from Weave

    Request to be able to print/export the patient data for an office in the portal. Even just the basic data that Weave uses, I've had offices call in just to be able to print name, phone, email, birth date

    1 vote

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  20. Allow customer to set stripe payout for a monthly basis instead of just on a daily basis.

    Currently the payout from stripe is daily which can cause more work for the accounting team of the business especially if the transactions are larger. The reconciliation process could be improved by making this change.

    1 vote

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