Weave Portal
174 results found
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Email marketing needs more customization options
We REALLY need better email/ marketing emails for our patients. It was expressed to us that the email would go through an upgrade but it has been the same since we started with the service. At the very least there should be 1 for each month, for each type of business (dental/optometry,etc...) This is a HUGE downfall of Weave and has been a stopping point of colleagues.Other than that we love the software!!! (i hate that we have to think of another software to be able to send professional looking emails
43 votes -
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 -
Better Audience segmentation for email campaigns
For the email filters, I would need more than just an age requirement. Please add appointment day, appointment type, specific level, and active patients only
19 votesThank you for submitting your feedback!
We have seen your feedback, and have taken it into consideration. If we have any additional questions, concerns, or updates; those that are responsible for your particular request will contact you.
Again, thank you for taking the time to help us make our products better.
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Thank you, and we look forward to working with you in the future.
-Your Friends at Weave.
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Limiting User Permissions based on Services (Fax,SMS,Phone, ETC)
As a company we would really like to use the Weave's Fax system but we cannot have all of our weave users have access to our faxes.
We would like to have the ability to choose which users have access to the Fax system. Some of our users only need phone services other users only need access to the Fax side of weave. At this time there is no way to control our users access to features.
We will unfortunately have to pay for an extra service without the admin controls to limit user permissions.
12 votes -
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 -
call recording transcription
allow call recording transcription (similar to voicemail transcription)
9 votes -
A Messaging System That Sends an Appointment Opening Privately to Multiple Users
A Messaging System That Sends an Appointment Opening Privately to Multiple Users... We could use like 5 separate groups so we can reach out by appointment type. If there was a certain template we could set for each, that would be even better. We are excited to work with weave and this is the only issue we have had switching over.
8 votes -
Ability to add codes to insurance verification
Please add the ability to add specific codes to the insurance verification report. We have some procedures performed frequently but they are not listed when the verification is returned so we still have to go online to get that information for each patient. Thank you.
7 votes -
Allow staff members the ability to update CSV files (i.e. no admin role needed)
Weave does not integrate with my EHR so we have to upload CSV file monthly in order to properly communicate with patients. This is a task for my staff but I don't want to make them admins in order to do this. Can this option be downgraded to staff members.
6 votesWe've heard this request multiple time before and would like to enable this functionality for staff members. This has been added to our opportunity backlog.
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It would be a great feature for text-to-pay texts if we could get a 'read receipt' not just indicating when the text was delivered.
It would be a great feature for text-to-pays texts if we could get a 'read receipt' not just indicating when the text was delivered.
5 votes -
notification for payments made by text to pay
have a notification msg appear when a client pays via their texted link
5 votes -
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 -
User History Report
Would like to see a feature to see reports of history for each user in Weave for an office.
5 votesProject currently in development for a log of user actions.
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List of upcoming appt reminders
It would be great if we could see a list of upcoming appt reminders that are scheduled to be sent out (like we can see the previous and current day). I had issues with reminders not being sent, I think it is now fixed (with the help of a great weave agent!) but I wanted to be able to verify by looking ahead at the messages that would be sent out for the following week and it is not currently a possibility.
4 votes -
Parked/Personal Calls Reminders
A feature that would be helpful in the Weave Portal is if, instead of just the Park Ringback, there was an option to set a reminder sound for parked and personal holds that notifies just the device that put the call on hold. It would be really nice if we could pick what the sound was (short, relatively quick sound that plays once every x minutes/seconds). Example: User puts caller on hold. User forgets about call. After x minutes, just that phone beeps twice, to be repeated again in x minutes. This helps remind the user of their hold without…
4 votes -
Ability to cancel appointment reminders for patients that need to be rescheduled...
WITHOUT informing patient of communication preferences being updated. Was told by Weave representative Abigail that informing patients we turned their appt reminders off is HIPAA compliant. Appointment reminders are allowed under the HIPAA Privacy Rule without authorizations because they are considered part of treatment of an individual and, therefore, can be made without authorization. The same rule should apply if we want to cancel an appt reminder without the patient being upset that we 'changed their communication settings'. Again, all we are trying to do is stop an appt reminder for an appt that needs to be canceled/rescheduled so the…
4 votes -
Print a payment report by "recorded date"
It would be soooo helpful to be able to print a report of payments made by "recorded date".
If a payment is made after hours, I can't just print a report for payments made that day, because some of those payments will be recorded in our software on one date and the those made after hours will be recorded the following date. This makes accounting very challenging!4 votes -
Insurance Verification for Secondary Insurance
It would be nice to be if when we are verifying insurance that Weave recognized when patients have two or more insurances & would let us verify the secondary as well as the primary.
4 votes -
Email Marketing Needs More Filters
Hello!
An office I worked with has had some struggles selecting the right recipients for email marketing. They would like to be able to send emails out to everyone who does not have an upcoming appointment. They would like us to add an upcoming appointment filter that can include or exclude so they can make these selections.
4 votes -
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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